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 56 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $72.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,818
shares
|
$426,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
17,583
shares
|
$420,409
0.14% of portfolio
|
Q2 2024
Added 93.58%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
16,594
shares
|
$396,762
0.01% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
15,165
shares
|
$362,595
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
13,819
shares
|
$330,412
0.07% of portfolio
|
Q2 2024
Added 1676.22%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
13,681
shares
|
$327,112
0.1% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
12,295
shares
|
$293,973
0.0% of portfolio
|
Q2 2024
Added 5.76%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
11,724
shares
|
$280,320
0.01% of portfolio
|
Q2 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
11,581
shares
|
$276,901
0.02% of portfolio
|
Q2 2024
Added 23.16%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
10,994
shares
|
$262,866
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
10,981
shares
|
$262,555
0.02% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
10,475
shares
|
$250,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
9,964
shares
|
$238,239
0.06% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
9,785
shares
|
$233,959
0.0% of portfolio
|
Q2 2024
Added 10.48%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$225,662
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
9,393
shares
|
$224,586
0.01% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
9,233
shares
|
$220,761
0.03% of portfolio
|
Q2 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
8,177
shares
|
$195,512
0.09% of portfolio
|
Q2 2024
Added 21.27%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
3,096
shares
|
$74,025
0.0% of portfolio
|
Q2 2024
Added 424.75%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
2,570
shares
|
$61,448
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
2,290
shares
|
$54,753
0.01% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,956
shares
|
$46,767
0.0% of portfolio
|
Q1 2023
Added 30.4%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,300
shares
|
$31,083
0.0% of portfolio
|
Q2 2023
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
1,146
shares
|
$27,400
0.02% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
938
shares
|
$22,427
0.0% of portfolio
|
Q2 2024
Added 177.51%
|