Institutional Ownership First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (YMAR). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,567
shares
|
$448,836
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,315
shares
|
$442,398
0.01% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$439,408
0.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
16,332
shares
|
$417,282
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,042
shares
|
$409,873
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,913
shares
|
$406,577
0.0% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
15,637
shares
|
$399,525
0.0% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,123
shares
|
$386,392
0.03% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
13,964
shares
|
$356,780
0.1% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
13,034
shares
|
$333,018
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
12,980
shares
|
$331,639
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,752
shares
|
$325,813
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,150
shares
|
$310,432
0.0% of portfolio
|
Q1 2025
Reduced 36.86%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,013
shares
|
$306,932
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
11,146
shares
|
$284,780
0.01% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,783
shares
|
$275,505
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10,357
shares
|
$264,621
0.11% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$241,140
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,335
shares
|
$238,509
0.0% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
9,133
shares
|
$233,348
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,103
shares
|
$232,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
8,500
shares
|
$217,175
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,113
shares
|
$181,737
0.01% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,096
shares
|
$130,202
0.0% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$102,200
0.0% of portfolio
|
Q2 2025
New holding
|