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 96 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
49,119
shares
|
$1.41 Million
0.73% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
48,416
shares
|
$1.39 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
43,683
shares
|
$1.25 Million
0.91% of portfolio
|
Q4 2024
Reduced 53.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,594
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
38,556
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
36,960
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
34,403
shares
|
$987,022
0.0% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
34,078
shares
|
$977,697
0.29% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
33,415
shares
|
$958,676
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
31,790
shares
|
$912,055
0.42% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
30,283
shares
|
$868,819
0.01% of portfolio
|
Q4 2024
Reduced 81.12%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
30,271
shares
|
$868,474
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
29,626
shares
|
$849,969
0.38% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
28,806
shares
|
$826,444
0.4% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
26,538
shares
|
$761,375
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
23,611
shares
|
$677,399
0.04% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
23,314
shares
|
$668,878
0.34% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
22,578
shares
|
$647,762
0.07% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
22,500
shares
|
$645,525
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
22,455
shares
|
$644,233
0.08% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
21,548
shares
|
$618,212
0.02% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
21,401
shares
|
$613,994
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
20,894
shares
|
$599,448
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
20,073
shares
|
$575,894
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,904
shares
|
$571,045
0.0% of portfolio
|
Q4 2024
Added 3.82%
|