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 136 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 $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
6,190
shares
|
$268,212
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,121
shares
|
$265,222
0.0% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
5,825
shares
|
$252,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
5,706
shares
|
$247,240
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,308
shares
|
$229,995
0.03% of portfolio
|
Q1 2025
Reduced 26.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,297
shares
|
$229,519
0.27% of portfolio
|
Q1 2025
Added 34.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,195
shares
|
$225,099
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,075
shares
|
$219,899
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,000
shares
|
$216,650
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$216,650
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,929
shares
|
$213,573
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,900
shares
|
$212,317
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
4,757
shares
|
$206,120
0.01% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
4,450
shares
|
$192,818
0.15% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,155
shares
|
$180,036
0.01% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,947
shares
|
$171,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3,215
shares
|
$139,305
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,956
shares
|
$128,083
0.04% of portfolio
|
Q2 2025
Added 885.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,916
shares
|
$126,350
0.0% of portfolio
|
Q2 2025
Added 190.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,875
shares
|
$124,573
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,721
shares
|
$117,900
0.0% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,526
shares
|
$109,451
0.0% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$108,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,342
shares
|
$101,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,103
shares
|
$91,122
0.0% of portfolio
|
Q2 2025
Added 2090.63%
|