Institutional Ownership First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Viii Ft Cboe Ve (FAPR). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
42,079
shares
|
$1.74 Million
0.34% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,716
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2021
Added 276.77%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
41,371
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,658
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2024
Added 91.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
33,267
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2024
Added 113.73%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
33,028
shares
|
$1.37 Million
0.4% of portfolio
|
Q2 2023
Added 52.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
32,454
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
29,666
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
28,272
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
27,148
shares
|
$1.12 Million
0.68% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
26,640
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
26,395
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,767
shares
|
$983,003
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
23,012
shares
|
$951,776
0.06% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
21,546
shares
|
$891,142
0.01% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,859
shares
|
$862,728
0.06% of portfolio
|
Q3 2024
Added 39.8%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
20,726
shares
|
$857,227
0.9% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
19,160
shares
|
$792,457
0.33% of portfolio
|
Q2 2024
Added 129.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,891
shares
|
$698,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,555
shares
|
$684,714
0.25% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,333
shares
|
$675,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,527
shares
|
$642,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,858
shares
|
$614,526
0.01% of portfolio
|
Q2 2024
Added 34.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
14,756
shares
|
$610,308
0.03% of portfolio
|
Q3 2024
Added 47.84%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
14,755
shares
|
$610,266
0.21% of portfolio
|
Q3 2024
Reduced 2.11%
|