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 134 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
59,083
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
57,127
shares
|
$2.6 Million
1.43% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
54,819
shares
|
$2.5 Million
0.41% of portfolio
|
Q2 2025
Added 438.55%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
47,472
shares
|
$2.16 Million
0.16% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
47,210
shares
|
$2.15 Million
0.22% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
39,538
shares
|
$1.8 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
38,105
shares
|
$1.73 Million
1.28% of portfolio
|
Q4 2023
New holding
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
33,219
shares
|
$1.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
33,000
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,618
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2021
Reduced 15.29%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
31,734
shares
|
$1.44 Million
1.47% of portfolio
|
Q2 2025
Added 63.27%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
30,372
shares
|
$1.38 Million
1.14% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
29,370
shares
|
$1.34 Million
0.33% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
27,765
shares
|
$1.26 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
26,727
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
26,365
shares
|
$1.2 Million
0.5% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
23,353
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
22,915
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,622
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
22,198
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 182.17%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
21,513
shares
|
$979,486
0.37% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
19,822
shares
|
$902,495
0.07% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
19,113
shares
|
$870,214
0.16% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,770
shares
|
$854,598
0.02% of portfolio
|
Q1 2025
Reduced 56.01%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,136
shares
|
$825,732
0.01% of portfolio
|
Q2 2025
Reduced 12.62%
|