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 41 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 $56.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,764
shares
|
$268,682
0.0% of portfolio
|
Q4 2024
Reduced 66.95%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,838
shares
|
$249,189
0.1% of portfolio
|
Q3 2023
Reduced 17.15%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,699
shares
|
$204,163
0.06% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,815
shares
|
$101,355
0.0% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,262
shares
|
$47,615
0.0% of portfolio
|
Q4 2024
Reduced 42.37%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,240
shares
|
$47,152
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,216
shares
|
$46,646
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,791
shares
|
$37,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,400
shares
|
$29,470
0.0% of portfolio
|
Q3 2024
Reduced 36.48%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
809
shares
|
$17,029
0.0% of portfolio
|
Q4 2024
Added 80800.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
803
shares
|
$16,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
448
shares
|
$9,430
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
306
shares
|
$6,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
67
shares
|
$1,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|