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 133 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$437,000
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
9,998
shares
|
$436,912
0.01% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
9,507
shares
|
$415,455
0.0% of portfolio
|
Q3 2025
Added 51.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
9,411
shares
|
$411,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,371
shares
|
$409,512
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
9,270
shares
|
$405,099
0.0% of portfolio
|
Q3 2025
Reduced 44.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,035
shares
|
$394,829
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
8,794
shares
|
$384,297
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,829
shares
|
$342,127
0.0% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
7,826
shares
|
$341,996
0.05% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,806
shares
|
$341,122
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,328
shares
|
$320,233
0.0% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
7,321
shares
|
$319,927
0.0% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,223
shares
|
$315,645
0.49% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
7,069
shares
|
$308,915
0.28% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,009
shares
|
$306,293
0.0% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,884
shares
|
$300,830
0.02% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
6,864
shares
|
$299,956
0.04% of portfolio
|
Q3 2025
Added 32.13%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,805
shares
|
$297,378
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
6,459
shares
|
$282,258
0.05% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
6,416
shares
|
$280,379
0.06% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,054
shares
|
$264,559
0.0% of portfolio
|
Q3 2025
Reduced 43.05%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
5,825
shares
|
$254,552
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
5,509
shares
|
$240,743
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,315
shares
|
$232,265
0.06% of portfolio
|
Q3 2025
Reduced 6.85%
|
|