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 62 institutions that hold shares in the stock, with a total of 3.65 Million shares, which have been reported (via 13F filing form) to have a value of $86.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,604
shares
|
$441,845
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
17,315
shares
|
$411,231
0.01% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
17,241
shares
|
$409,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$408,452
0.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,973
shares
|
$403,108
0.0% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
16,512
shares
|
$392,160
0.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
16,291
shares
|
$386,911
0.01% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,637
shares
|
$371,378
0.0% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
14,080
shares
|
$334,400
0.0% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
13,392
shares
|
$318,060
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,034
shares
|
$309,557
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,765
shares
|
$303,168
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
12,742
shares
|
$302,622
0.01% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
12,436
shares
|
$295,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,280
shares
|
$291,650
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
11,950
shares
|
$283,812
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,933
shares
|
$283,408
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
10,981
shares
|
$260,798
0.02% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
9,964
shares
|
$236,645
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
9,721
shares
|
$230,873
0.02% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,719
shares
|
$230,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$224,152
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,136
shares
|
$216,980
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
8,576
shares
|
$203,680
0.01% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
8,177
shares
|
$194,203
0.08% of portfolio
|
Q2 2024
Added 21.27%
|