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 40 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $55.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
905,926
shares
|
$18.9 Million
1.72% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
300,539
shares
|
$6.28 Million
5.7% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
278,330
shares
|
$5.81 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
239,234
shares
|
$5 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,259
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,619
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
91,112
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
73,114
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
67,354
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
43,936
shares
|
$917,383
0.04% of portfolio
|
Q4 2024
Added 58.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,704
shares
|
$766,379
0.0% of portfolio
|
Q4 2024
Added 262.12%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
33,280
shares
|
$694,886
0.07% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
30,578
shares
|
$638,468
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
29,277
shares
|
$611,303
0.02% of portfolio
|
Q4 2024
Reduced 50.35%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
27,152
shares
|
$566,933
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,272
shares
|
$465,039
0.09% of portfolio
|
Q1 2023
Reduced 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
20,326
shares
|
$424,406
0.01% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,544
shares
|
$387,198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
18,280
shares
|
$381,686
0.0% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
17,611
shares
|
$367,717
0.18% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
14,872
shares
|
$310,527
0.16% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,797
shares
|
$308,961
0.03% of portfolio
|
Q4 2023
Reduced 6.19%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
14,073
shares
|
$293,844
0.1% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$280,209
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
13,367
shares
|
$279,102
0.16% of portfolio
|
Q4 2024
Reduced 11.45%
|