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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,428
shares
|
$259,498
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
6,386
shares
|
$257,802
0.23% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
6,119
shares
|
$247,024
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
6,039
shares
|
$243,794
0.18% of portfolio
|
Q2 2024
Reduced 72.91%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
6,007
shares
|
$242,502
0.01% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
5,452
shares
|
$220,097
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
5,144
shares
|
$207,663
0.01% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,100
shares
|
$205,887
0.02% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,000
shares
|
$201,850
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
4,430
shares
|
$178,839
0.03% of portfolio
|
Q2 2024
Added 38.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,556
shares
|
$143,555
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,393
shares
|
$136,975
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
3,215
shares
|
$129,789
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
2,875
shares
|
$116,063
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,471
shares
|
$99,754
0.0% of portfolio
|
Q3 2024
Added 47.88%
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$80,740
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,340
shares
|
$54,095
0.0% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,305
shares
|
$52,682
0.0% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
908
shares
|
$36,655
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
615
shares
|
$24,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
500
shares
|
$20,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
212
shares
|
$8,558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
100
shares
|
$4,036
0.0% of portfolio
|
Q4 2023
New holding
|