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 154 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,421
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
85,929
shares
|
$3.9 Million
0.15% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
83,010
shares
|
$3.77 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
79,835
shares
|
$3.62 Million
0.86% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,336
shares
|
$3.51 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
65,772
shares
|
$2.98 Million
0.84% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
56,040
shares
|
$2.54 Million
0.76% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
54,396
shares
|
$2.47 Million
0.44% of portfolio
|
Q1 2025
Added 85.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
51,470
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
47,727
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 75.37%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
47,102
shares
|
$2.14 Million
0.43% of portfolio
|
Q1 2025
Added 58.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
45,844
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
45,470
shares
|
$2.06 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
36,567
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
34,931
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
33,862
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 80.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
32,448
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Added 65.15%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
31,694
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 585.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
31,665
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
31,524
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
31,378
shares
|
$1.42 Million
0.82% of portfolio
|
Q1 2025
Added 32.65%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
30,703
shares
|
$1.39 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
30,289
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Added 29.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,847
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
29,594
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|