Institutional Ownership First Tr Ex Tr Viii Ft Cboe Ve (QMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Ft Cboe Ve (QMAR). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
573,140
shares
|
$18.1 Million
5.51% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
407,640
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
350,294
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Added 54.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
296,511
shares
|
$9.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
244,355
shares
|
$7.72 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,509
shares
|
$7.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
221,902
shares
|
$7.01 Million
2.92% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
213,234
shares
|
$6.74 Million
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
188,848
shares
|
$5.97 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
180,251
shares
|
$5.7 Million
0.0% of portfolio
|
Q2 2025
Added 128.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
160,797
shares
|
$5.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
149,435
shares
|
$4.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
127,776
shares
|
$4.04 Million
1.73% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
118,052
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
103,509
shares
|
$3.27 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
82,065
shares
|
$2.59 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
82,000
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
73,749
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,333
shares
|
$2.06 Million
0.05% of portfolio
|
Q1 2021
Reduced 66.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
60,637
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
58,688
shares
|
$1.85 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
57,197
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
50,940
shares
|
$1.61 Million
1.63% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50,455
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
47,560
shares
|
$1.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.01%
|