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 113 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
7,386
shares
|
$325,648
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
7,150
shares
|
$315,243
0.02% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,129
shares
|
$314,317
0.0% of portfolio
|
Q3 2025
Reduced 20.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
7,013
shares
|
$309,203
0.02% of portfolio
|
Q4 2025
Added 181.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,878
shares
|
$303,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,763
shares
|
$298,180
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
6,220
shares
|
$274,239
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
6,048
shares
|
$266,656
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
6,011
shares
|
$265,024
0.02% of portfolio
|
Q4 2025
Added 17.17%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
5,980
shares
|
$263,658
0.17% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jan 21, 2026 Q4 2025 |
5,728
shares
|
$252,547
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
5,512
shares
|
$243,024
0.05% of portfolio
|
Q4 2025
Added 9.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,431
shares
|
$239,452
0.0% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,426
shares
|
$239,232
0.02% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,338
shares
|
$235,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
5,100
shares
|
$224,859
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
5,100
shares
|
$224,859
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,071
shares
|
$223,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,964
shares
|
$218,862
0.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
4,743
shares
|
$209,118
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,599
shares
|
$202,769
0.0% of portfolio
|
Q3 2025
Added 54.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$198,405
0.02% of portfolio
|
Q1 2025
Added 149900.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$178,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,045
shares
|
$178,344
0.07% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
3,142
shares
|
$138,530
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|