Institutional Ownership First Tr Ex Tr Viii Ft Cboe Ve (QMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Ft Cboe Ve (QMAR). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $142 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 |
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
559,853
shares
|
$15.8 Million
5.33% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
407,640
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
329,416
shares
|
$9.31 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
326,475
shares
|
$9.22 Million
0.02% of portfolio
|
Q1 2025
Added 30.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
265,171
shares
|
$7.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
231,703
shares
|
$6.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,509
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
199,766
shares
|
$5.64 Million
2.18% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
165,302
shares
|
$4.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
156,449
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
144,102
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
129,917
shares
|
$3.67 Million
1.82% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
85,800
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
83,890
shares
|
$2.37 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
78,901
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
72,218
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,333
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2021
Reduced 66.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
61,830
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
60,676
shares
|
$1.71 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
60,098
shares
|
$1.7 Million
0.61% of portfolio
|
Q1 2025
Reduced 21.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
56,175
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
54,546
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 285.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52,777
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,104
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
49,119
shares
|
$1.39 Million
0.73% of portfolio
|
Q4 2024
Added 10.49%
|