Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FMAR). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 6.64 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
55,135
shares
|
$2.37 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
54,302
shares
|
$2.33 Million
1.42% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
53,739
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
47,092
shares
|
$2.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
45,149
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
44,274
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
38,105
shares
|
$1.64 Million
1.25% of portfolio
|
Q4 2023
New holding
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
34,775
shares
|
$1.49 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
33,000
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,618
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2021
Reduced 15.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
32,277
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
31,550
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
30,483
shares
|
$1.31 Million
0.65% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,009
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
27,853
shares
|
$1.2 Million
0.55% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
26,381
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 27.57%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
25,091
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
22,728
shares
|
$975,258
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22,716
shares
|
$974,743
0.01% of portfolio
|
Q3 2024
Reduced 52.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
21,406
shares
|
$918,531
0.01% of portfolio
|
Q3 2024
Added 26.98%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
21,246
shares
|
$911,665
0.97% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
20,642
shares
|
$885,748
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,190
shares
|
$866,352
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
20,012
shares
|
$858,714
0.04% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,966
shares
|
$856,741
0.0% of portfolio
|
Q3 2024
Added 1.29%
|