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 140 institutions that hold shares in the stock, with a total of 8.33 Million shares, which have been reported (via 13F filing form) to have a value of $378 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
80,687
shares
|
$3.66 Million
1.03% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
77,524
shares
|
$3.52 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,336
shares
|
$3.51 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,138
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
66,066
shares
|
$3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
56,713
shares
|
$2.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 86.66%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
53,655
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
51,877
shares
|
$2.35 Million
0.6% of portfolio
|
Q4 2024
Added 95.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38,567
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
34,931
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,595
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
Reduced 45.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,689
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
32,478
shares
|
$1.47 Million
0.62% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
30,648
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
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%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
29,780
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
29,744
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29,503
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2022
Added 67.35%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
29,347
shares
|
$1.33 Million
0.24% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
28,368
shares
|
$1.29 Million
0.44% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
27,215
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 34.14%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
24,884
shares
|
$1.13 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,320
shares
|
$1.1 Million
0.37% of portfolio
|
Q3 2021
Reduced 49.88%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
24,062
shares
|
$1.09 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
23,654
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2024
Added 1.75%
|