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 130 institutions that hold shares in the stock, with a total of 4.88 Million shares, which have been reported (via 13F filing form) to have a value of $255 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
482,761
shares
|
$25.3 Million
13.27% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
295,937
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
208,902
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,392
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
199,524
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 47.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
193,465
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
178,324
shares
|
$9.34 Million
2.02% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
177,793
shares
|
$9.31 Million
2.22% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
169,082
shares
|
$8.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
162,476
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
140,288
shares
|
$7.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,440
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
121,783
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
114,903
shares
|
$6.02 Million
0.03% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
110,846
shares
|
$5.8 Million
2.24% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
106,367
shares
|
$5.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
97,442
shares
|
$5.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
81,359
shares
|
$4.26 Million
2.92% of portfolio
|
Q3 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
71,719
shares
|
$3.75 Million
1.34% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
71,257
shares
|
$3.73 Million
0.66% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
63,108
shares
|
$3.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
61,332
shares
|
$3.21 Million
0.71% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.61 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.46 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
45,670
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.33%
|
|