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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
41,380
shares
|
$1.74 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
39,600
shares
|
$1.66 Million
1.15% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
38,510
shares
|
$1.62 Million
0.57% of portfolio
|
Q4 2024
Added 150.5%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
35,464
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
33,267
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2024
Added 113.73%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
31,952
shares
|
$1.34 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,887
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
29,355
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
27,230
shares
|
$1.14 Million
0.68% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
26,666
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
26,640
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
26,395
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
25,601
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
25,003
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 4446.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
23,012
shares
|
$967,194
0.06% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
20,726
shares
|
$871,113
0.9% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
19,635
shares
|
$825,259
0.01% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,169
shares
|
$805,673
0.03% of portfolio
|
Q4 2024
Reduced 50.41%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
19,097
shares
|
$802,646
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,954
shares
|
$796,636
0.01% of portfolio
|
Q4 2024
Reduced 20.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,381
shares
|
$730,523
0.0% of portfolio
|
Q4 2024
Added 80.28%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
16,555
shares
|
$695,806
0.27% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,925
shares
|
$669,327
0.19% of portfolio
|
Q4 2024
Added 40.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
15,320
shares
|
$643,899
0.27% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
14,858
shares
|
$624,481
0.01% of portfolio
|
Q2 2024
Added 34.69%
|