Institutional Ownership First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Viii Ft Cboe Ve (FAPR). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
242,650
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
218,651
shares
|
$9.19 Million
0.04% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
180,163
shares
|
$7.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
175,517
shares
|
$7.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
170,518
shares
|
$7.17 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
159,963
shares
|
$6.72 Million
2.73% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
142,977
shares
|
$6.01 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,270
shares
|
$5.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
126,845
shares
|
$5.33 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,187
shares
|
$5.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
122,129
shares
|
$5.13 Million
1.72% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
118,651
shares
|
$4.99 Million
0.01% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
117,486
shares
|
$4.94 Million
1.54% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
116,743
shares
|
$4.91 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
116,637
shares
|
$4.9 Million
0.01% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
106,241
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
93,462
shares
|
$3.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
92,303
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
92,167
shares
|
$3.87 Million
1.01% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
85,784
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
71,523
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 26.76%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
58,312
shares
|
$2.45 Million
2.68% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
46,166
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
43,009
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,716
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2021
Added 276.77%
|