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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,929
shares
|
$207,806
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,155
shares
|
$175,174
0.01% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
3,800
shares
|
$160,208
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
3,215
shares
|
$135,544
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,003
shares
|
$126,606
0.01% of portfolio
|
Q1 2025
Reduced 71.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,875
shares
|
$121,209
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,843
shares
|
$119,860
0.0% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,731
shares
|
$115,138
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,500
shares
|
$105,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,471
shares
|
$104,177
0.0% of portfolio
|
Q3 2024
Added 47.88%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,307
shares
|
$55,103
0.0% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,143
shares
|
$48,188
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,005
shares
|
$42,370
0.0% of portfolio
|
Q1 2025
Reduced 95.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
908
shares
|
$38,281
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
836
shares
|
$35,245
0.0% of portfolio
|
Q1 2025
Reduced 70.57%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
615
shares
|
$25,928
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$21,080
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
305
shares
|
$12,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
300
shares
|
$12,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
300
shares
|
$12,647
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
96
shares
|
$4,047
0.0% of portfolio
|
Q1 2025
Reduced 97.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|