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 122 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
42,953
shares
|
$1.81 Million
0.63% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
42,035
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,716
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2021
Added 276.77%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
41,154
shares
|
$1.74 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,205
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
40,161
shares
|
$1.69 Million
0.06% of portfolio
|
Q1 2025
Added 56.87%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
36,515
shares
|
$1.54 Million
0.41% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
33,442
shares
|
$1.41 Million
1.03% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
33,353
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
32,113
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 200.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
29,655
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
28,829
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
26,776
shares
|
$1.13 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
26,640
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
26,395
shares
|
$1.11 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
23,012
shares
|
$970,185
0.06% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,401
shares
|
$944,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
19,898
shares
|
$838,899
1.28% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,873
shares
|
$837,845
0.24% of portfolio
|
Q1 2025
Added 24.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,635
shares
|
$827,811
0.01% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,567
shares
|
$824,944
0.03% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
19,097
shares
|
$805,129
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
18,800
shares
|
$792,607
0.07% of portfolio
|
Q1 2025
Added 41.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,447
shares
|
$777,725
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
17,800
shares
|
$750,447
0.0% of portfolio
|
Q1 2025
Added 151.63%
|