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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
8,864
shares
|
$234,984
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
8,500
shares
|
$225,335
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
8,355
shares
|
$221,491
0.04% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,218
shares
|
$217,859
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
8,027
shares
|
$212,795
0.11% of portfolio
|
Q3 2025
Reduced 84.7%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7,207
shares
|
$191,057
0.01% of portfolio
|
Q3 2025
Reduced 65.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,176
shares
|
$190,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,368
shares
|
$142,305
0.0% of portfolio
|
Q3 2025
Added 201.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,635
shares
|
$122,873
0.0% of portfolio
|
Q3 2025
Reduced 76.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,000
shares
|
$106,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,682
shares
|
$97,609
0.01% of portfolio
|
Q3 2025
Added 183.23%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,297
shares
|
$87,403
0.01% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,096
shares
|
$82,074
0.0% of portfolio
|
Q2 2024
Added 424.75%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,290
shares
|
$60,707
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$31,812
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$26,510
0.0% of portfolio
|
Q1 2025
Reduced 31.32%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
779
shares
|
$20,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
507
shares
|
$13,440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
426
shares
|
$11,293
0.0% of portfolio
|
Q2 2025
Added 486.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
338
shares
|
$8,960
0.0% of portfolio
|
Q3 2025
Reduced 63.97%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
307
shares
|
$8,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$6,229
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7
shares
|
$185
0.0% of portfolio
|
Q3 2025
Reduced 77.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|