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 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $235 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.3 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.17 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
45,375
shares
|
$2.09 Million
1.84% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
43,190
shares
|
$1.99 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
41,060
shares
|
$1.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
37,959
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
29,707
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
28,757
shares
|
$1.33 Million
0.6% of portfolio
|
Q2 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,005
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 6.0%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
27,690
shares
|
$1.28 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
25,660
shares
|
$1.18 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
24,785
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
23,921
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,824
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 57.36%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
22,445
shares
|
$1.04 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
21,441
shares
|
$989,716
0.02% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
20,620
shares
|
$951,819
0.03% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,971
shares
|
$921,861
0.02% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
18,575
shares
|
$857,421
1.02% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
18,120
shares
|
$836,419
0.08% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
17,648
shares
|
$814,631
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,423
shares
|
$804,245
0.18% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
17,379
shares
|
$802,214
0.05% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
17,355
shares
|
$801,106
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
16,720
shares
|
$771,795
0.03% of portfolio
|
Q4 2024
New holding
|