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 118 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mason & Associates Inc
|
Jul 18, 2024 Q2 2024 |
1,713,172
shares
|
$70.2 Million
18.88% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
439,948
shares
|
$18 Million
0.01% of portfolio
|
Q2 2024
Added 23.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
434,663
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
325,656
shares
|
$13.3 Million
4.77% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
309,297
shares
|
$12.7 Million
0.02% of portfolio
|
Q2 2024
Added 13.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
282,953
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2024
Added 17.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
201,046
shares
|
$8.24 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
191,444
shares
|
$7.85 Million
0.02% of portfolio
|
Q2 2024
Reduced 41.11%
|
|
|
Sterling Manor Financial, LLC
|
Jul 26, 2024 Q2 2024 |
180,973
shares
|
$7.42 Million
5.78% of portfolio
|
Q2 2024
Added 10.88%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
147,210
shares
|
$6.03 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
140,732
shares
|
$5.77 Million
0.29% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Nova Point Capital, LLC
|
Jul 10, 2024 Q2 2024 |
136,687
shares
|
$5.6 Million
1.9% of portfolio
|
Q2 2024
Added 11.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
131,800
shares
|
$5.4 Million
0.01% of portfolio
|
Q2 2024
Added 26.06%
|
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
120,397
shares
|
$4.93 Million
0.08% of portfolio
|
Q2 2024
Added 136.74%
|
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
116,538
shares
|
$4.78 Million
1.6% of portfolio
|
Q2 2024
Added 321.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
116,066
shares
|
$4.76 Million
0.03% of portfolio
|
Q2 2024
Added 45.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
116,022
shares
|
$4.75 Million
0.03% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
103,605
shares
|
$4.25 Million
0.91% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
103,092
shares
|
$4.22 Million
1.08% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
100,266
shares
|
$4.11 Million
0.14% of portfolio
|
Q2 2024
Reduced 53.57%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 22, 2024 Q2 2024 |
92,784
shares
|
$3.8 Million
2.75% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
88,865
shares
|
$3.64 Million
0.43% of portfolio
|
Q2 2024
Added 1109.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
77,442
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
60,395
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2024
Added 16.03%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
55,609
shares
|
$2.28 Million
1.05% of portfolio
|
Q2 2024
Added 1.28%
|