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 156 institutions that hold shares in the stock, with a total of 9.37 Million shares, which have been reported (via 13F filing form) to have a value of $439 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
|
$40.1 Million
1.07% of portfolio
|
Q4 2020
Reduced 99.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
719,210
shares
|
$33.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
604,354
shares
|
$28.5 Million
15.99% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
558,364
shares
|
$26.4 Million
15.07% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
493,839
shares
|
$23.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
378,866
shares
|
$17.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
377,799
shares
|
$17.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
348,584
shares
|
$16.5 Million
0.03% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
343,670
shares
|
$16.2 Million
1.38% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
264,335
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
256,632
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
198,308
shares
|
$9.36 Million
0.02% of portfolio
|
Q2 2025
Added 32.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
183,673
shares
|
$8.67 Million
0.27% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
176,243
shares
|
$8.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
170,614
shares
|
$8.05 Million
0.27% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
153,514
shares
|
$7.25 Million
5.36% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
140,448
shares
|
$6.63 Million
0.09% of portfolio
|
Q2 2025
Reduced 55.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
135,928
shares
|
$6.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
126,706
shares
|
$5.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
107,881
shares
|
$5.09 Million
0.02% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
107,770
shares
|
$5.09 Million
0.14% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
103,799
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
101,514
shares
|
$4.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
99,091
shares
|
$4.68 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
95,541
shares
|
$4.51 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.64%
|