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 112 institutions that hold shares in the stock, with a total of 3.36 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,110
shares
|
$528,843
0.63% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,903
shares
|
$519,804
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,819
shares
|
$516,135
0.01% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
11,698
shares
|
$510,851
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
11,162
shares
|
$487,444
0.44% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,154
shares
|
$487,095
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
10,817
shares
|
$472,378
0.19% of portfolio
|
Q2 2025
Added 225.13%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
10,570
shares
|
$461,591
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
10,072
shares
|
$439,844
0.45% of portfolio
|
Q3 2025
Reduced 21.87%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
9,800
shares
|
$427,966
0.02% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
9,757
shares
|
$426,088
0.09% of portfolio
|
Q3 2025
Reduced 72.7%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,986
shares
|
$392,418
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
8,869
shares
|
$387,309
0.0% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8,530
shares
|
$372,505
0.01% of portfolio
|
Q2 2025
Reduced 39.79%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,515
shares
|
$371,850
0.01% of portfolio
|
Q1 2025
Reduced 49.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,464
shares
|
$369,622
0.0% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,327
shares
|
$363,640
0.03% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,970
shares
|
$348,049
0.0% of portfolio
|
Q1 2025
Added 59.4%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
7,756
shares
|
$338,704
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,676
shares
|
$335,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,386
shares
|
$322,546
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
7,351
shares
|
$321,018
0.16% of portfolio
|
Q3 2025
Reduced 25.43%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
7,150
shares
|
$312,240
0.02% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,878
shares
|
$300,362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
6,755
shares
|
$294,990
0.06% of portfolio
|
Q4 2024
New holding
|