Institutional Ownership First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 4.74 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,562
shares
|
$178,028
0.22% of portfolio
|
Q1 2025
Added 48.35%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,120
shares
|
$155,937
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,998
shares
|
$149,840
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,964
shares
|
$148,140
0.05% of portfolio
|
Q4 2024
New holding
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,750
shares
|
$137,445
0.1% of portfolio
|
Q2 2025
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,402
shares
|
$120,051
0.0% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,000
shares
|
$99,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,000
shares
|
$99,960
0.11% of portfolio
|
Q3 2022
Added 28.21%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,626
shares
|
$81,267
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,598
shares
|
$79,868
0.0% of portfolio
|
Q1 2025
Reduced 62.09%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,484
shares
|
$74,170
0.01% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,403
shares
|
$70,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,142
shares
|
$57,077
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,003
shares
|
$50,129
0.0% of portfolio
|
Q1 2025
Added 79.43%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
905
shares
|
$45,231
0.0% of portfolio
|
Q2 2023
Added 483.87%
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
900
shares
|
$44,982
0.04% of portfolio
|
Q4 2024
New holding
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
535
shares
|
$26,739
0.02% of portfolio
|
Q4 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
498
shares
|
$24,890
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
337
shares
|
$16,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
264
shares
|
$13,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
64
shares
|
$3,198
0.0% of portfolio
|
Q3 2024
Reduced 81.92%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|