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 |
---|---|---|---|---|---|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
40,110
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2024
Reduced 14.86%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
34,754
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2024
Reduced 82.13%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
33,325
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2024
Added 137.0%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
32,138
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Added 94.62%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
31,350
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2023
Added 2.17%
|
|
Encompass More Asset Management
Danville, CA |
May 10, 2024 Q1 2024 |
31,019
shares
|
$1.19 Million
0.96% of portfolio
|
Q1 2024
Added 45.22%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
28,893
shares
|
$1.11 Million
0.78% of portfolio
|
Q1 2024
Added 17.29%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
28,795
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
27,034
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2024
Added 3.14%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
26,910
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 38.77%
|
|
Ogorek Anthony Joseph
|
May 03, 2024 Q1 2024 |
26,196
shares
|
$1.01 Million
0.34% of portfolio
|
Q1 2024
Added 4.18%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
23,549
shares
|
$906,871
0.0% of portfolio
|
Q1 2024
Reduced 37.97%
|
|
Sage Capital Advisors,Llc
|
Apr 15, 2024 Q1 2024 |
21,315
shares
|
$820,840
0.23% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 17, 2024 Q1 2024 |
21,164
shares
|
$815,025
0.58% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
20,178
shares
|
$777,054
0.01% of portfolio
|
Q1 2024
Reduced 10.12%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
20,133
shares
|
$775,321
0.03% of portfolio
|
Q1 2024
Added 192.84%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
19,250
shares
|
$741,317
0.0% of portfolio
|
Q1 2024
Added 117.42%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
18,844
shares
|
$725,682
0.35% of portfolio
|
Q1 2024
Reduced 41.1%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
18,025
shares
|
$694,142
0.07% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
Alpha Financial Partners, LLC
Lexington, KY |
May 13, 2024 Q1 2024 |
17,646
shares
|
$679,547
0.6% of portfolio
|
Q1 2024
Added 18.23%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 10, 2024 Q1 2024 |
16,929
shares
|
$651,935
0.54% of portfolio
|
Q1 2024
Reduced 40.17%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
15,225
shares
|
$586,314
0.23% of portfolio
|
Q3 2023
Reduced 49.7%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,161
shares
|
$583,850
0.18% of portfolio
|
Q1 2022
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
15,136
shares
|
$582,887
0.0% of portfolio
|
Q1 2024
Added 3.98%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
15,059
shares
|
$579,922
0.12% of portfolio
|
Q1 2024
Added 39.85%
|