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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
15,273
shares
|
$616,571
0.01% of portfolio
|
Q2 2024
Reduced 54.93%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
15,073
shares
|
$608,497
0.2% of portfolio
|
Q2 2024
Added 15.4%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
14,870
shares
|
$600,301
0.05% of portfolio
|
Q2 2024
Added 3.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
14,858
shares
|
$599,817
0.01% of portfolio
|
Q2 2024
Added 34.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
14,756
shares
|
$595,699
0.03% of portfolio
|
Q3 2024
Added 47.84%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,285
shares
|
$495,945
0.59% of portfolio
|
Q2 2022
Added 5.91%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,262
shares
|
$495,016
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
12,053
shares
|
$486,579
0.03% of portfolio
|
Q2 2024
Added 9.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
11,457
shares
|
$462,519
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
11,315
shares
|
$456,786
0.14% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
11,310
shares
|
$456,584
0.12% of portfolio
|
Q2 2024
Added 31.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
11,261
shares
|
$454,606
0.05% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
10,596
shares
|
$427,760
0.05% of portfolio
|
Q1 2024
Reduced 11.84%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,263
shares
|
$414,317
0.02% of portfolio
|
Q2 2024
Added 253.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
9,796
shares
|
$395,464
0.18% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
9,585
shares
|
$386,946
0.0% of portfolio
|
Q2 2024
Reduced 19.59%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
9,421
shares
|
$380,325
0.01% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
9,242
shares
|
$373,099
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
8,976
shares
|
$362,361
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,794
shares
|
$355,013
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,224
shares
|
$332,002
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,763
shares
|
$313,392
0.01% of portfolio
|
Q3 2024
Reduced 35.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
7,659
shares
|
$309,193
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
6,938
shares
|
$280,087
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,518
shares
|
$263,131
0.01% of portfolio
|
Q2 2023
New holding
|