Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FDEC). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $250 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
848,617
shares
|
$37.8 Million
1.07% of portfolio
|
Q4 2020
Reduced 99.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
425,053
shares
|
$18.9 Million
0.58% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
337,517
shares
|
$15 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
304,335
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
256,632
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
220,344
shares
|
$9.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
199,570
shares
|
$8.9 Million
0.0% of portfolio
|
Q3 2024
Added 106.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
192,272
shares
|
$8.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
178,191
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
158,964
shares
|
$7.09 Million
5.38% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
157,054
shares
|
$7 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
155,467
shares
|
$6.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
152,882
shares
|
$6.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
121,259
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
107,017
shares
|
$4.77 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,421
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
86,611
shares
|
$3.86 Million
5.55% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,336
shares
|
$3.45 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
73,180
shares
|
$3.26 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
69,152
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Added 196.13%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
67,009
shares
|
$2.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
63,787
shares
|
$2.84 Million
0.06% of portfolio
|
Q2 2024
Added 33.38%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
56,200
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.99%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
54,517
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 47.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
42,586
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.42%
|