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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5,297
shares
|
$231,478
0.25% of portfolio
|
Q1 2025
Added 34.68%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
5,180
shares
|
$226,366
0.03% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,075
shares
|
$221,777
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,063
shares
|
$221,253
0.02% of portfolio
|
Q3 2025
Reduced 51.46%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$218,500
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,000
shares
|
$218,500
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,929
shares
|
$215,397
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,750
shares
|
$207,575
0.01% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
4,743
shares
|
$207,269
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
4,719
shares
|
$206,220
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
4,616
shares
|
$201,719
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,605
shares
|
$201,238
0.0% of portfolio
|
Q3 2025
Added 118.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
4,450
shares
|
$194,465
0.14% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,155
shares
|
$181,573
0.01% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
3,215
shares
|
$140,495
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,721
shares
|
$118,907
0.0% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,691
shares
|
$117,596
0.0% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,500
shares
|
$109,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,411
shares
|
$105,360
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,342
shares
|
$102,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,183
shares
|
$95,397
0.0% of portfolio
|
Q3 2025
Reduced 25.14%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,567
shares
|
$68,477
0.0% of portfolio
|
Q3 2025
Reduced 83.85%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,455
shares
|
$63,583
0.0% of portfolio
|
Q3 2025
Reduced 49.39%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,143
shares
|
$49,949
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
976
shares
|
$42,651
0.0% of portfolio
|
Q3 2025
New holding
|
|