Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FMAR). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
429,609
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
332,729
shares
|
$14.6 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
259,306
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
203,641
shares
|
$8.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.24%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
185,939
shares
|
$8.17 Million
5.9% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
173,963
shares
|
$7.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
161,398
shares
|
$7.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
137,109
shares
|
$6.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,978
shares
|
$5.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
119,640
shares
|
$5.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
115,838
shares
|
$5.09 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
113,618
shares
|
$4.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 62.58%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
112,308
shares
|
$4.94 Million
1.54% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
111,940
shares
|
$4.92 Million
0.01% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
110,037
shares
|
$4.84 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
98,218
shares
|
$4.32 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
94,313
shares
|
$4.15 Million
0.02% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
93,572
shares
|
$4.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
92,625
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.03%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
88,329
shares
|
$3.88 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
85,013
shares
|
$3.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
63,361
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
56,444
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
55,609
shares
|
$2.44 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
52,905
shares
|
$2.33 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.57%
|