Institutional Ownership First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $58.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
992,625
shares
|
$21.1 Million
1.81% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
309,265
shares
|
$6.56 Million
5.04% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
264,017
shares
|
$5.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
157,788
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,259
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
129,102
shares
|
$2.74 Million
1.29% of portfolio
|
Q2 2025
Added 47.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
101,005
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
72,474
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
67,922
shares
|
$1.44 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
66,264
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 42.96%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
66,190
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
38,085
shares
|
$808,163
0.03% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
32,500
shares
|
$689,650
0.06% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
28,714
shares
|
$609,311
0.03% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
27,587
shares
|
$585,396
0.42% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
26,416
shares
|
$560,547
0.43% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,927
shares
|
$507,730
0.0% of portfolio
|
Q2 2025
Reduced 82.13%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,272
shares
|
$472,611
0.09% of portfolio
|
Q1 2023
Reduced 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
19,974
shares
|
$423,848
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,948
shares
|
$423,296
0.0% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
17,714
shares
|
$375,891
0.17% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
15,892
shares
|
$337,228
0.11% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,915
shares
|
$316,496
0.0% of portfolio
|
Q2 2025
Reduced 83.19%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,797
shares
|
$313,992
0.03% of portfolio
|
Q4 2023
Reduced 6.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$284,772
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|