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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
9,241
shares
|
$420,742
0.05% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
9,237
shares
|
$420,560
0.13% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
9,204
shares
|
$419,058
0.01% of portfolio
|
Q2 2025
Added 27.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,830
shares
|
$402,029
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,686
shares
|
$395,473
0.0% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,531
shares
|
$388,416
0.01% of portfolio
|
Q2 2025
Added 29.91%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,341
shares
|
$379,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,966
shares
|
$362,691
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
7,870
shares
|
$358,321
0.15% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,785
shares
|
$354,451
0.01% of portfolio
|
Q2 2024
Added 20.12%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,717
shares
|
$351,355
0.08% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
7,468
shares
|
$340,018
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
7,333
shares
|
$333,871
0.24% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,291
shares
|
$331,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
7,198
shares
|
$327,724
0.04% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,183
shares
|
$327,041
0.0% of portfolio
|
Q2 2025
Added 54.84%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
7,123
shares
|
$324,310
0.31% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
7,073
shares
|
$322,033
0.19% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
6,598
shares
|
$300,406
0.16% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,348
shares
|
$289,024
0.02% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,319
shares
|
$287,704
0.31% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,212
shares
|
$282,832
0.01% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,985
shares
|
$272,497
0.01% of portfolio
|
Q1 2024
Reduced 41.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,969
shares
|
$271,768
0.09% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
5,905
shares
|
$268,854
0.25% of portfolio
|
Q2 2025
Reduced 9.2%
|