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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
79,567
shares
|
$3.82 Million
0.12% of portfolio
|
Q2 2025
Added 73.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,336
shares
|
$3.72 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
75,601
shares
|
$3.63 Million
0.83% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
73,561
shares
|
$3.54 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
66,672
shares
|
$3.2 Million
0.82% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
54,282
shares
|
$2.61 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
52,645
shares
|
$2.53 Million
0.61% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
52,411
shares
|
$2.52 Million
0.47% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
46,818
shares
|
$2.25 Million
1.44% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
46,171
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 36.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
35,958
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
35,937
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
34,931
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,294
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
32,075
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.68%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
31,250
shares
|
$1.5 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
31,115
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
30,703
shares
|
$1.48 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,888
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,847
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29,503
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2022
Added 67.35%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
28,614
shares
|
$1.38 Million
1.38% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
25,367
shares
|
$1.22 Million
1.9% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,320
shares
|
$1.17 Million
0.37% of portfolio
|
Q3 2021
Reduced 49.88%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,670
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.2%
|