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 68 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $74.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
19,710
shares
|
$503,787
0.42% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
19,503
shares
|
$498,496
0.14% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,567
shares
|
$449,012
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
17,269
shares
|
$441,395
0.02% of portfolio
|
Q2 2025
Added 54.93%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$439,580
0.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,913
shares
|
$406,736
0.0% of portfolio
|
Q2 2025
Added 58.7%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,653
shares
|
$400,090
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
15,637
shares
|
$399,681
0.0% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,123
shares
|
$386,543
0.03% of portfolio
|
Q2 2025
Added 20.07%
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
13,964
shares
|
$356,919
0.1% of portfolio
|
Q2 2025
Added 21.81%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
13,034
shares
|
$333,149
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
12,980
shares
|
$331,768
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,752
shares
|
$325,941
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,150
shares
|
$310,554
0.0% of portfolio
|
Q1 2025
Reduced 36.86%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
11,988
shares
|
$306,413
0.01% of portfolio
|
Q2 2025
Added 68.54%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10,357
shares
|
$264,724
0.11% of portfolio
|
Q2 2025
Added 12.5%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,983
shares
|
$255,165
0.02% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,625
shares
|
$246,015
0.01% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,607
shares
|
$245,554
0.07% of portfolio
|
Q2 2025
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$241,235
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,335
shares
|
$238,602
0.0% of portfolio
|
Q1 2025
Added 2.18%
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
9,133
shares
|
$233,439
0.19% of portfolio
|
Q2 2025
New holding
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
9,120
shares
|
$233,107
0.04% of portfolio
|
Q2 2025
New holding
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,103
shares
|
$232,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
8,864
shares
|
$226,563
0.13% of portfolio
|
Q2 2025
New holding
|