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 43 institutions that hold shares in the stock, with a total of 2.92 Million shares, which have been reported (via 13F filing form) to have a value of $60.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$279,672
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
13,162
shares
|
$274,296
0.18% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,838
shares
|
$246,703
0.1% of portfolio
|
Q3 2023
Reduced 17.15%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,699
shares
|
$202,127
0.06% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,450
shares
|
$51,058
0.0% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,240
shares
|
$46,681
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,447
shares
|
$30,155
0.0% of portfolio
|
Q1 2025
Reduced 19.21%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,000
shares
|
$20,840
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
808
shares
|
$16,838
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
803
shares
|
$16,734
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
634
shares
|
$13,212
0.0% of portfolio
|
Q4 2024
Added 60.73%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
453
shares
|
$9,440
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
306
shares
|
$6,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
150
shares
|
$3,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
78
shares
|
$1,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
67
shares
|
$1,396
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|