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 35 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
807,786
shares
|
$17 Million
1.72% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
293,896
shares
|
$6.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
239,593
shares
|
$5.05 Million
2.24% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,259
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
118,250
shares
|
$2.49 Million
1.4% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
80,451
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
74,141
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
68,307
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
58,961
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
38,615
shares
|
$814,004
0.0% of portfolio
|
Q3 2024
Added 107.74%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
29,381
shares
|
$619,351
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
27,694
shares
|
$583,789
0.03% of portfolio
|
Q3 2024
Added 140.4%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,272
shares
|
$469,493
0.09% of portfolio
|
Q1 2023
Reduced 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
20,584
shares
|
$433,910
0.03% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
19,255
shares
|
$405,895
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,567
shares
|
$370,312
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,797
shares
|
$311,920
0.03% of portfolio
|
Q4 2023
Reduced 6.19%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
14,765
shares
|
$311,246
0.16% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
13,958
shares
|
$294,234
0.12% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$282,893
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,838
shares
|
$249,545
0.1% of portfolio
|
Q3 2023
Reduced 17.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,136
shares
|
$213,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,699
shares
|
$204,454
0.06% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,898
shares
|
$124,329
0.0% of portfolio
|
Q3 2024
Reduced 63.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$82,739
0.0% of portfolio
|
Q3 2024
Reduced 28.58%
|