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 74 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $89.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
514,857
shares
|
$13.6 Million
3.87% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
375,893
shares
|
$9.96 Million
0.24% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
319,160
shares
|
$8.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
255,992
shares
|
$6.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
240,306
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,581
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
164,757
shares
|
$4.37 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
125,789
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
106,361
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.96%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
76,294
shares
|
$2.02 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
58,682
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,872
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
52,737
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
49,725
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
46,995
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
45,145
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
40,131
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 74.13%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
33,421
shares
|
$885,990
0.23% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
29,623
shares
|
$785,305
0.0% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
23,903
shares
|
$633,668
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
23,611
shares
|
$625,927
0.04% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
22,875
shares
|
$606,416
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,156
shares
|
$587,355
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
21,642
shares
|
$573,729
0.09% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
19,410
shares
|
$514,559
0.4% of portfolio
|
Q3 2025
Reduced 1.52%
|
|