Institutional Ownership First Tr Ex Tr Viii Ft Cboe Ve (QMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Ft Cboe Ve (QMAR). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
407,640
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
296,511
shares
|
$9.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
287,948
shares
|
$9.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
244,355
shares
|
$7.87 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,509
shares
|
$7.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
221,902
shares
|
$7.15 Million
2.92% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
188,848
shares
|
$6.08 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
180,251
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2025
Added 128.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
160,797
shares
|
$5.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
144,746
shares
|
$4.66 Million
0.57% of portfolio
|
Q3 2025
Added 39.84%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
143,876
shares
|
$4.63 Million
0.17% of portfolio
|
Q3 2025
Added 202.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
139,496
shares
|
$4.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
138,470
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
127,776
shares
|
$4.11 Million
1.73% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
112,614
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
82,000
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
81,715
shares
|
$2.63 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
70,356
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,333
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2021
Reduced 66.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
60,637
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
58,688
shares
|
$1.89 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
57,197
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
52,146
shares
|
$1.68 Million
1.6% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50,455
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
44,517
shares
|
$1.43 Million
0.23% of portfolio
|
Q2 2025
Added 188.85%
|