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 |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,498
shares
|
$207,627
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,483
shares
|
$206,935
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
4,433
shares
|
$204,627
0.37% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,392
shares
|
$202,734
0.13% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,370
shares
|
$201,719
0.03% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,339
shares
|
$200,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,301
shares
|
$198,534
0.0% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,254
shares
|
$196,364
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,215
shares
|
$194,564
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
4,182
shares
|
$193,041
0.21% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
4,141
shares
|
$191,148
0.08% of portfolio
|
Q4 2024
Reduced 63.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,146
shares
|
$145,219
0.0% of portfolio
|
Q4 2024
Added 35.37%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
2,964
shares
|
$136,818
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,439
shares
|
$112,584
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,402
shares
|
$110,876
0.0% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
2,401
shares
|
$110,830
0.21% of portfolio
|
Q4 2024
Reduced 20.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,152
shares
|
$99,336
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,000
shares
|
$92,320
0.11% of portfolio
|
Q3 2022
Added 28.21%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$92,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,327
shares
|
$61,254
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,142
shares
|
$52,714
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
905
shares
|
$41,774
0.0% of portfolio
|
Q2 2023
Added 483.87%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
900
shares
|
$41,544
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
559
shares
|
$25,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
535
shares
|
$24,695
0.02% of portfolio
|
Q4 2024
New holding
|