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 99 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
407,640
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
325,759
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
287,948
shares
|
$9.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
230,994
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,509
shares
|
$7.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
208,317
shares
|
$6.73 Million
2.45% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
198,529
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
149,611
shares
|
$4.84 Million
1.37% of portfolio
|
Q3 2025
Reduced 20.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
147,728
shares
|
$4.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
144,746
shares
|
$4.68 Million
0.57% of portfolio
|
Q3 2025
Added 39.84%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
143,876
shares
|
$4.65 Million
0.17% of portfolio
|
Q3 2025
Added 202.51%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
138,470
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
137,266
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
127,466
shares
|
$4.12 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
112,614
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
81,715
shares
|
$2.64 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
81,000
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
70,356
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,333
shares
|
$2.11 Million
0.05% of portfolio
|
Q1 2021
Reduced 66.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
58,354
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
55,754
shares
|
$1.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
52,146
shares
|
$1.69 Million
1.6% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
46,727
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
45,170
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
43,106
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.64%
|
|