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 153 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $423 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
|
$40.8 Million
1.07% of portfolio
|
Q4 2020
Reduced 99.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
719,210
shares
|
$34.6 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
|
$29.1 Million
15.99% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
558,364
shares
|
$26.8 Million
15.07% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
493,839
shares
|
$23.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
378,866
shares
|
$18.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
372,072
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
343,138
shares
|
$16.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
256,632
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
254,133
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
198,308
shares
|
$9.53 Million
0.02% of portfolio
|
Q2 2025
Added 32.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
180,625
shares
|
$8.68 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
176,243
shares
|
$8.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
170,614
shares
|
$8.2 Million
0.27% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
156,526
shares
|
$7.52 Million
0.0% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
153,514
shares
|
$7.38 Million
5.36% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
140,448
shares
|
$6.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 55.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
125,454
shares
|
$6.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
114,233
shares
|
$5.49 Million
0.03% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
103,799
shares
|
$4.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
101,514
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
99,091
shares
|
$4.76 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
95,541
shares
|
$4.59 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,421
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
80,935
shares
|
$3.89 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.5%
|