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 91 institutions that hold shares in the stock, with a total of 5.18 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
559,853
shares
|
$15.8 Million
5.33% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
407,640
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
326,475
shares
|
$9.22 Million
0.02% of portfolio
|
Q1 2025
Added 30.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
265,171
shares
|
$7.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
242,612
shares
|
$6.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,509
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
226,208
shares
|
$6.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
212,119
shares
|
$5.99 Million
2.99% of portfolio
|
Q1 2025
Added 331.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
209,639
shares
|
$5.92 Million
0.01% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
195,071
shares
|
$5.51 Million
1.99% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
165,302
shares
|
$4.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
144,102
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
129,917
shares
|
$3.67 Million
1.82% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
88,172
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 363.87%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
82,065
shares
|
$2.32 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
82,000
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
78,901
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
72,218
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,333
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2021
Reduced 66.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
63,667
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 726.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
61,432
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
60,098
shares
|
$1.7 Million
0.61% of portfolio
|
Q1 2025
Reduced 21.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,611
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
49,014
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
48,045
shares
|
$1.36 Million
0.18% of portfolio
|
Q1 2025
Added 186.99%
|