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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
17,505
shares
|
$464,057
0.12% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
17,269
shares
|
$457,801
0.02% of portfolio
|
Q2 2025
Added 54.93%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$455,918
0.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,181
shares
|
$455,468
0.0% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
17,013
shares
|
$451,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,350
shares
|
$433,438
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
15,913
shares
|
$421,853
0.0% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,637
shares
|
$414,536
0.0% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
15,171
shares
|
$402,183
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
15,123
shares
|
$400,910
0.03% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
15,055
shares
|
$399,108
0.31% of portfolio
|
Q3 2025
Reduced 49.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
15,028
shares
|
$398,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,200
shares
|
$376,442
0.01% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
13,964
shares
|
$370,185
0.11% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,425
shares
|
$355,896
0.0% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
13,210
shares
|
$350,197
0.03% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,893
shares
|
$341,793
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
11,988
shares
|
$317,801
0.01% of portfolio
|
Q2 2025
Added 68.54%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
10,358
shares
|
$274,590
0.19% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
10,357
shares
|
$274,564
0.11% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,904
shares
|
$262,555
0.01% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
9,607
shares
|
$254,681
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$250,201
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
9,157
shares
|
$242,752
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
8,906
shares
|
$236,098
0.0% of portfolio
|
Q3 2025
Reduced 2.16%
|
|