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 107 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,343
shares
|
$242,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
6,220
shares
|
$237,355
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
6,048
shares
|
$230,791
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
6,000
shares
|
$228,959
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,797
shares
|
$221,213
0.02% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
5,615
shares
|
$214,268
0.11% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,558
shares
|
$212,093
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
5,338
shares
|
$203,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
5,031
shares
|
$191,982
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$190,799
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,941
shares
|
$188,548
0.0% of portfolio
|
Q2 2024
Added 24.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,500
shares
|
$171,719
0.02% of portfolio
|
Q1 2025
Added 149900.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,045
shares
|
$154,357
0.07% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,663
shares
|
$139,780
0.0% of portfolio
|
Q4 2024
Added 1731.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,417
shares
|
$130,392
0.0% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
2,565
shares
|
$97,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,564
shares
|
$97,842
0.01% of portfolio
|
Q4 2024
Reduced 27.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,547
shares
|
$97,193
0.01% of portfolio
|
Q4 2024
Added 20.37%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,985
shares
|
$75,747
0.02% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,313
shares
|
$50,104
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,124
shares
|
$42,891
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
803
shares
|
$30,642
0.06% of portfolio
|
Q4 2024
Reduced 38.8%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
766
shares
|
$29,230
0.0% of portfolio
|
Q4 2024
Reduced 35.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
697
shares
|
$26,597
0.0% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
685
shares
|
$26,139
0.0% of portfolio
|
Q4 2024
New holding
|