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 116 institutions that hold shares in the stock, with a total of 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
8,794
shares
|
$359,586
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
8,224
shares
|
$336,279
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
7,553
shares
|
$308,842
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
7,504
shares
|
$306,838
0.54% of portfolio
|
Q4 2024
Reduced 91.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
7,176
shares
|
$293,426
0.05% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,074
shares
|
$289,255
0.0% of portfolio
|
Q4 2024
Reduced 54.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
7,009
shares
|
$286,598
0.01% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
6,919
shares
|
$282,917
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
6,740
shares
|
$275,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
6,443
shares
|
$263,454
0.01% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,428
shares
|
$262,840
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
6,190
shares
|
$253,109
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,899
shares
|
$241,210
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
5,769
shares
|
$235,894
0.06% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,100
shares
|
$208,539
0.02% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$204,450
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
4,941
shares
|
$202,037
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,929
shares
|
$201,546
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
4,895
shares
|
$200,156
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
4,430
shares
|
$181,142
0.03% of portfolio
|
Q2 2024
Added 38.57%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
3,933
shares
|
$160,820
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
3,800
shares
|
$155,382
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,669
shares
|
$150,025
0.0% of portfolio
|
Q4 2024
Added 29.51%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
3,215
shares
|
$131,461
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,875
shares
|
$117,558
0.0% of portfolio
|
Q2 2023
New holding
|