Institutional Ownership First Tr Ex Tr Viii Ft Cboe Ve (QMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Ft Cboe Ve (QMAR). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
516,801
shares
|
$15.7 Million
5.32% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
407,640
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
312,980
shares
|
$9.5 Million
0.03% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
273,238
shares
|
$8.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
256,159
shares
|
$7.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
246,733
shares
|
$7.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,509
shares
|
$6.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
221,628
shares
|
$6.72 Million
2.19% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
189,452
shares
|
$5.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
181,524
shares
|
$5.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.45%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
142,402
shares
|
$4.32 Million
1.93% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
100,714
shares
|
$3.06 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
85,800
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
83,890
shares
|
$2.55 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
77,999
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
76,580
shares
|
$2.32 Million
0.81% of portfolio
|
Q4 2024
Added 144.45%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
73,358
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,333
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2021
Reduced 66.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
65,158
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
63,133
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
61,806
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2024
Reduced 39.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
57,751
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
48,416
shares
|
$1.47 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
47,664
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
44,454
shares
|
$1.35 Million
0.71% of portfolio
|
Q3 2024
Added 20.11%
|