Institutional Ownership First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Viii Ft Cboe Ve (FAPR). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,716
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2021
Added 276.77%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
41,371
shares
|
$1.67 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
38,205
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2024
Added 24.13%
|
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
34,532
shares
|
$1.39 Million
2.03% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
33,917
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
33,267
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2024
Added 113.73%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
33,028
shares
|
$1.33 Million
0.4% of portfolio
|
Q2 2023
Added 52.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
30,161
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Added 19.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
28,277
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Added 135.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
28,272
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
27,148
shares
|
$1.1 Million
0.68% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
26,995
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
26,640
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
25,482
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
24,651
shares
|
$995,160
0.01% of portfolio
|
Q2 2024
Added 57.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
23,012
shares
|
$928,994
0.06% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
21,546
shares
|
$869,812
0.01% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
20,951
shares
|
$845,791
0.88% of portfolio
|
Q2 2024
Added 83.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,859
shares
|
$842,077
0.06% of portfolio
|
Q3 2024
Added 39.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,153
shares
|
$813,576
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
19,160
shares
|
$773,489
0.35% of portfolio
|
Q2 2024
Added 129.68%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,555
shares
|
$668,325
0.25% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,467
shares
|
$664,772
0.0% of portfolio
|
Q2 2024
Added 23.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,333
shares
|
$659,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
15,887
shares
|
$641,358
0.01% of portfolio
|
Q2 2024
New holding
|