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 102 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
212,861
shares
|
$8.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
207,838
shares
|
$8.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
192,493
shares
|
$8 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
170,996
shares
|
$7.11 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
164,020
shares
|
$6.82 Million
2.87% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
151,297
shares
|
$6.29 Million
0.88% of portfolio
|
Q3 2024
Added 1129.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,270
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
130,986
shares
|
$5.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
128,922
shares
|
$5.36 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,187
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
122,129
shares
|
$5.08 Million
1.72% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
117,486
shares
|
$4.88 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
117,398
shares
|
$4.88 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
109,679
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
109,487
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
102,614
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
101,306
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
97,661
shares
|
$4.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
93,287
shares
|
$3.88 Million
2.74% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
86,085
shares
|
$3.58 Million
5.1% of portfolio
|
Q3 2024
Added 149.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
82,212
shares
|
$3.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
75,859
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.5%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
75,198
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Added 195.1%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
58,312
shares
|
$2.42 Million
2.68% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,695
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.43%
|