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 99 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
371,055
shares
|
$15 Million
0.01% of portfolio
|
Q2 2024
Added 248.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
370,097
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2024
Added 85.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
242,495
shares
|
$9.79 Million
0.02% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
212,861
shares
|
$8.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
192,493
shares
|
$7.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
170,996
shares
|
$6.9 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
164,768
shares
|
$6.65 Million
3.45% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
151,297
shares
|
$6.11 Million
0.88% of portfolio
|
Q3 2024
Added 1129.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,270
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
130,986
shares
|
$5.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
128,922
shares
|
$5.2 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
|
$5.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
122,129
shares
|
$4.93 Million
1.72% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
120,767
shares
|
$4.88 Million
1.64% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
117,398
shares
|
$4.74 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
116,964
shares
|
$4.72 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
110,150
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
106,639
shares
|
$4.31 Million
0.02% of portfolio
|
Q2 2024
Added 22.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
106,421
shares
|
$4.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
100,939
shares
|
$4.07 Million
0.01% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
95,819
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
93,287
shares
|
$3.77 Million
2.74% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
58,312
shares
|
$2.35 Million
2.68% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,695
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
42,079
shares
|
$1.7 Million
0.34% of portfolio
|
Q3 2024
Added 3.77%
|