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 56 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $71.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
361,265
shares
|
$8.43 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
321,031
shares
|
$7.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
247,725
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
247,691
shares
|
$5.78 Million
0.01% of portfolio
|
Q2 2024
Added 66.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,581
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 01, 2024 Q2 2024 |
195,097
shares
|
$4.55 Million
1.19% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
188,297
shares
|
$4.39 Million
0.01% of portfolio
|
Q2 2024
Added 12.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
180,654
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2024
Added 91.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
151,960
shares
|
$3.55 Million
0.12% of portfolio
|
Q2 2024
Added 898.55%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
128,708
shares
|
$3 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
110,319
shares
|
$2.57 Million
0.82% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
81,014
shares
|
$1.89 Million
1.22% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
76,294
shares
|
$1.78 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
58,503
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,872
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
51,015
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
25,632
shares
|
$597,994
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
25,112
shares
|
$585,862
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
24,710
shares
|
$576,484
0.16% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
24,685
shares
|
$575,901
0.01% of portfolio
|
Q2 2024
Added 32.43%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
22,176
shares
|
$517,366
0.05% of portfolio
|
Q2 2024
Reduced 17.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,504
shares
|
$478,358
0.02% of portfolio
|
Q2 2024
Added 95.8%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
20,197
shares
|
$471,196
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
18,306
shares
|
$427,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,818
shares
|
$415,693
0.0% of portfolio
|
Q1 2024
New holding
|