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 131 institutions that hold shares in the stock, with a total of 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
52,905
shares
|
$2.23 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
51,668
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
50,035
shares
|
$2.1 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
46,988
shares
|
$1.98 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,673
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
41,490
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
38,105
shares
|
$1.6 Million
1.27% of portfolio
|
Q4 2023
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
37,533
shares
|
$1.58 Million
1.14% of portfolio
|
Q4 2024
Reduced 57.46%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
33,888
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,161
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 25.7%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
33,000
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,618
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2021
Reduced 15.29%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
32,217
shares
|
$1.36 Million
0.67% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
31,619
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
29,457
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
27,853
shares
|
$1.17 Million
0.53% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
26,845
shares
|
$1.13 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
25,091
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
24,977
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,200
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,518
shares
|
$989,402
0.0% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,726
shares
|
$956,082
0.0% of portfolio
|
Q4 2024
Added 69.99%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
21,246
shares
|
$893,819
0.97% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
20,840
shares
|
$876,738
0.0% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
20,642
shares
|
$868,408
0.31% of portfolio
|
Q2 2024
New holding
|