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 125 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,256
shares
|
$390,232
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,156
shares
|
$386,016
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,114
shares
|
$384,246
0.0% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,052
shares
|
$381,632
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
9,037
shares
|
$380,999
0.01% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
8,794
shares
|
$370,755
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,224
shares
|
$346,723
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,281
shares
|
$306,966
0.0% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
7,223
shares
|
$304,521
0.5% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,009
shares
|
$295,499
0.01% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,863
shares
|
$289,344
0.0% of portfolio
|
Q1 2025
Added 167.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,443
shares
|
$271,636
0.01% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
6,428
shares
|
$271,004
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
6,416
shares
|
$270,498
0.07% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
6,257
shares
|
$263,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
6,190
shares
|
$260,970
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,121
shares
|
$258,061
0.0% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,653
shares
|
$238,330
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
5,576
shares
|
$235,084
0.07% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
5,561
shares
|
$234,451
0.04% of portfolio
|
Q1 2025
Reduced 19.63%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
5,312
shares
|
$223,953
0.22% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,308
shares
|
$223,785
0.04% of portfolio
|
Q1 2025
Reduced 26.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
5,297
shares
|
$223,321
0.28% of portfolio
|
Q1 2025
Added 34.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,195
shares
|
$219,021
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,075
shares
|
$213,961
0.08% of portfolio
|
Q2 2025
New holding
|