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 124 institutions that hold shares in the stock, with a total of 4.84 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
488,230
shares
|
$22.3 Million
13.55% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
343,690
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
270,279
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
211,367
shares
|
$9.66 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,392
shares
|
$9.25 Million
0.01% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
175,356
shares
|
$8.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
166,593
shares
|
$7.61 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
163,706
shares
|
$7.48 Million
2.01% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
162,323
shares
|
$7.42 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
162,012
shares
|
$7.4 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
141,069
shares
|
$6.45 Million
0.02% of portfolio
|
Q1 2025
Added 38.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,440
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
113,948
shares
|
$5.21 Million
2.31% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
107,535
shares
|
$4.91 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
106,840
shares
|
$4.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
102,975
shares
|
$4.71 Million
0.01% of portfolio
|
Q1 2025
Added 43.16%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,853
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
86,671
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
80,808
shares
|
$3.69 Million
1.62% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
69,757
shares
|
$3.19 Million
0.68% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
63,851
shares
|
$2.92 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
59,911
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.27 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
47,868
shares
|
$2.19 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|