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 |
---|---|---|---|---|---|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
14,464
shares
|
$557,008
0.02% of portfolio
|
Q1 2024
Reduced 92.44%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
13,447
shares
|
$517,843
0.0% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
13,375
shares
|
$515,071
0.06% of portfolio
|
Q1 2024
New holding
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
12,615
shares
|
$485,803
0.45% of portfolio
|
Q1 2024
Added 2.38%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,110
shares
|
$466,356
0.63% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
11,032
shares
|
$424,842
0.01% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
10,636
shares
|
$409,592
0.0% of portfolio
|
Q1 2024
Added 247.81%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
10,181
shares
|
$392,070
0.02% of portfolio
|
Q1 2024
New holding
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
9,800
shares
|
$377,398
0.03% of portfolio
|
Q4 2023
Added 16.67%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
9,255
shares
|
$356,410
0.12% of portfolio
|
Q1 2024
Added 103.32%
|
|
Smart Money Group LLC
|
May 02, 2024 Q1 2024 |
9,140
shares
|
$351,981
0.14% of portfolio
|
Q1 2024
Added 52.03%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
8,327
shares
|
$320,672
0.04% of portfolio
|
Q1 2024
Reduced 15.24%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
7,495
shares
|
$288,632
0.01% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
7,253
shares
|
$279,313
0.05% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Apr 30, 2024 Q1 2024 |
6,743
shares
|
$259,672
0.08% of portfolio
|
Q4 2023
Reduced 32.91%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 29, 2024 Q1 2024 |
6,565
shares
|
$252,818
0.16% of portfolio
|
Q4 2023
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
6,100
shares
|
$234,911
0.0% of portfolio
|
Q1 2024
New holding
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
5,820
shares
|
$224,128
0.08% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
5,613
shares
|
$216,156
0.02% of portfolio
|
Q1 2024
Added 14.25%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
5,374
shares
|
$206,952
0.01% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
3,961
shares
|
$152,538
0.0% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,754
shares
|
$144,566
0.0% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Apr 30, 2024 Q1 2024 |
3,365
shares
|
$129,586
0.03% of portfolio
|
Q4 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
2,864
shares
|
$110,292
0.01% of portfolio
|
Q1 2024
Reduced 8.88%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
2,117
shares
|
$81,525
0.01% of portfolio
|
Q1 2024
Reduced 87.22%
|