Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (DDEC). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 5.05 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
1,868,470
shares
|
$72 Million
4.55% of portfolio
|
Q1 2024
Added 0.35%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
292,832
shares
|
$11.3 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
261,098
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
217,736
shares
|
$8.39 Million
0.02% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
134,807
shares
|
$5.19 Million
0.04% of portfolio
|
Q1 2024
Added 38.85%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
119,418
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2024
Added 652.81%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
119,272
shares
|
$4.59 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
114,763
shares
|
$4.42 Million
0.94% of portfolio
|
Q1 2024
Added 95.51%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
101,900
shares
|
$3.92 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
88,440
shares
|
$3.41 Million
0.11% of portfolio
|
Q4 2020
Reduced 59.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
81,753
shares
|
$3.15 Million
0.13% of portfolio
|
Q4 2023
Added 30.78%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
81,487
shares
|
$3.14 Million
0.35% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
Donald L. Hagan, LLC
|
Apr 19, 2024 Q1 2024 |
80,201
shares
|
$3.09 Million
1.6% of portfolio
|
Q1 2024
Added 1.3%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
78,625
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
68,535
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.39%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
65,300
shares
|
$2.51 Million
0.34% of portfolio
|
Q4 2022
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
65,300
shares
|
$2.51 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
63,567
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2024
Added 21.99%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 16, 2024 Q1 2024 |
55,478
shares
|
$2.14 Million
0.54% of portfolio
|
Q1 2024
Added 1.08%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
50,144
shares
|
$1.93 Million
0.54% of portfolio
|
Q1 2024
Added 182.1%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
49,997
shares
|
$1.93 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
49,632
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2024
Added 14.9%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
48,109
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2024
Added 10.38%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
44,068
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 24.92%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
42,394
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.89%
|