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 130 institutions that hold shares in the stock, with a total of 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
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
|
$17.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
363,078
shares
|
$15.1 Million
5.13% of portfolio
|
Q1 2025
Added 9.12%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
259,306
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
202,504
shares
|
$8.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
190,909
shares
|
$7.92 Million
0.02% of portfolio
|
Q1 2025
Added 68.03%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
154,556
shares
|
$6.41 Million
0.02% of portfolio
|
Q1 2025
Added 38.07%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
144,174
shares
|
$5.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
135,865
shares
|
$5.63 Million
0.09% of portfolio
|
Q1 2025
Added 13.56%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
133,317
shares
|
$5.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,978
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
121,901
shares
|
$5.06 Million
1.51% of portfolio
|
Q1 2025
Added 5.23%
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
118,220
shares
|
$4.9 Million
0.47% of portfolio
|
Q1 2025
Added 7.44%
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
114,785
shares
|
$4.76 Million
0.08% of portfolio
|
Q1 2025
Added 505.92%
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
105,000
shares
|
$4.35 Million
1.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
98,868
shares
|
$4.1 Million
0.83% of portfolio
|
Q1 2025
Added 0.66%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
94,313
shares
|
$3.91 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
|
$3.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
93,381
shares
|
$3.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
92,625
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.03%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
79,250
shares
|
$3.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
78,931
shares
|
$3.27 Million
0.37% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
65,838
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
56,444
shares
|
$2.34 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
|
$2.31 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
52,905
shares
|
$2.19 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.57%
|