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 152 institutions that hold shares in the stock, with a total of 7.83 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,670
shares
|
$1.16 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
23,257
shares
|
$1.14 Million
0.47% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
22,883
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,519
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
21,978
shares
|
$1.08 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,716
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 32.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
21,402
shares
|
$1.05 Million
1.1% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
20,000
shares
|
$983,400
0.42% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
19,920
shares
|
$979,466
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,710
shares
|
$969,140
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
18,889
shares
|
$928,772
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
18,861
shares
|
$927,395
0.57% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
18,638
shares
|
$916,430
0.06% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,327
shares
|
$901,138
0.0% of portfolio
|
Q1 2024
Reduced 19.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
17,228
shares
|
$847,100
0.03% of portfolio
|
Q2 2025
Added 211.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
17,000
shares
|
$835,890
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,748
shares
|
$823,499
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,699
shares
|
$821,089
0.13% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
16,649
shares
|
$818,631
0.21% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
15,716
shares
|
$772,755
0.3% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
14,613
shares
|
$718,521
0.0% of portfolio
|
Q2 2025
Added 46.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
14,325
shares
|
$704,360
0.03% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
13,455
shares
|
$661,582
0.01% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,945
shares
|
$636,505
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,759
shares
|
$627,360
0.45% of portfolio
|
Q2 2025
Added 39.73%
|