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 96 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
516,801
shares
|
$15.9 Million
5.32% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
407,640
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
329,416
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
297,550
shares
|
$9.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
250,037
shares
|
$7.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
231,703
shares
|
$7.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,509
shares
|
$7.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
199,766
shares
|
$6.15 Million
2.18% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
181,524
shares
|
$5.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
168,051
shares
|
$5.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
156,449
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
142,402
shares
|
$4.39 Million
1.93% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
100,714
shares
|
$3.1 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
85,800
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
83,890
shares
|
$2.58 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
76,580
shares
|
$2.36 Million
0.81% of portfolio
|
Q4 2024
Added 144.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
74,355
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
73,358
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,333
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2021
Reduced 66.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
61,830
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
60,676
shares
|
$1.87 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
56,175
shares
|
$1.73 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
54,546
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Added 285.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52,777
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,104
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 9.32%
|