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 115 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $156 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 |
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
242,650
shares
|
$9.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
180,163
shares
|
$7.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
163,980
shares
|
$6.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
160,835
shares
|
$6.41 Million
0.02% of portfolio
|
Q1 2025
Added 37.89%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
159,963
shares
|
$6.38 Million
2.73% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,270
shares
|
$5.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
126,438
shares
|
$5.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,187
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
124,566
shares
|
$4.97 Million
0.01% of portfolio
|
Q1 2025
Added 34.95%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
122,129
shares
|
$4.87 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
|
$4.73 Million
0.01% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
118,600
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
116,636
shares
|
$4.65 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
103,181
shares
|
$4.11 Million
1.85% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
95,618
shares
|
$3.81 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
93,002
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
92,167
shares
|
$3.67 Million
1.01% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
86,031
shares
|
$3.43 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
85,784
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
72,805
shares
|
$2.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 49.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
64,622
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,125
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 72.96%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
58,312
shares
|
$2.32 Million
2.68% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
46,390
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
42,953
shares
|
$1.71 Million
0.63% of portfolio
|
Q1 2025
Added 11.54%
|