Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FMAR). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 6.64 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
1,364,186
shares
|
$58.9 Million
14.49% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
476,277
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
429,609
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
337,377
shares
|
$14.6 Million
4.95% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
303,661
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
197,556
shares
|
$8.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
193,048
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.58%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
186,972
shares
|
$8.08 Million
5.62% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
174,469
shares
|
$7.54 Million
0.27% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
144,789
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
144,629
shares
|
$6.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
132,209
shares
|
$5.71 Million
1.76% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,978
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
120,044
shares
|
$5.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
115,838
shares
|
$5.01 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
108,582
shares
|
$4.69 Million
1.1% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
102,297
shares
|
$4.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
102,291
shares
|
$4.42 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
93,011
shares
|
$4.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
88,865
shares
|
$3.84 Million
0.43% of portfolio
|
Q2 2024
Added 1109.54%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
88,220
shares
|
$3.81 Million
2.71% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
87,954
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.22%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
72,679
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Added 185.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
65,038
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
60,817
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.47%
|