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 $298 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
54,668
shares
|
$2.27 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
54,248
shares
|
$2.26 Million
1.45% of portfolio
|
Q2 2024
Added 38.56%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
48,732
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2024
Added 4.32%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
47,578
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2024
Added 22.68%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
47,407
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2024
Added 175.8%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
44,552
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2024
Added 43.1%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
42,200
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 25, 2024 Q2 2024 |
38,105
shares
|
$1.58 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
34,775
shares
|
$1.45 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Sloy Dahl & Holst, LLC
|
Jul 22, 2024 Q2 2024 |
33,675
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
32,748
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2024
Added 16.34%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,618
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2021
Reduced 15.29%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
31,827
shares
|
$1.32 Million
0.61% of portfolio
|
Q2 2024
Added 10.33%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
29,209
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 15.92%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,949
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
28,286
shares
|
$1.18 Million
0.67% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
25,482
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
22,646
shares
|
$941,620
0.06% of portfolio
|
Q2 2024
Added 4.26%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
22,295
shares
|
$927,026
0.0% of portfolio
|
Q2 2024
Added 55.8%
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
21,944
shares
|
$912,431
0.96% of portfolio
|
Q2 2024
Added 209.9%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
20,680
shares
|
$859,874
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 22, 2024 Q2 2024 |
20,642
shares
|
$858,294
0.32% of portfolio
|
Q2 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
20,490
shares
|
$851,974
0.01% of portfolio
|
Q2 2024
Added 13.74%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
19,712
shares
|
$819,624
0.0% of portfolio
|
Q2 2024
Added 102.65%
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
19,650
shares
|
$817,047
1.2% of portfolio
|
Q2 2024
New holding
|