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 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,220
shares
|
$266,713
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
6,119
shares
|
$262,382
0.15% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
6,048
shares
|
$259,338
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
6,015
shares
|
$257,923
0.13% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
5,728
shares
|
$245,616
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,724
shares
|
$245,445
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
5,715
shares
|
$245,059
0.07% of portfolio
|
Q2 2025
Reduced 82.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
5,615
shares
|
$240,771
0.11% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,431
shares
|
$232,881
0.0% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,338
shares
|
$228,893
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
5,100
shares
|
$218,688
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,071
shares
|
$217,444
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
5,063
shares
|
$217,101
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
5,017
shares
|
$215,128
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
4,989
shares
|
$213,928
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,977
shares
|
$213,413
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,816
shares
|
$206,510
0.0% of portfolio
|
Q2 2025
Reduced 23.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,500
shares
|
$192,960
0.02% of portfolio
|
Q1 2025
Added 149900.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$173,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,045
shares
|
$173,449
0.07% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,065
shares
|
$131,427
0.0% of portfolio
|
Q2 2025
Reduced 72.38%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,971
shares
|
$127,396
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,565
shares
|
$109,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,489
shares
|
$106,728
0.01% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,982
shares
|
$84,988
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|