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 144 institutions that hold shares in the stock, with a total of 8.48 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
23,654
shares
|
$1.02 Million
0.64% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
23,509
shares
|
$1.02 Million
0.43% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
23,371
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
22,004
shares
|
$951,673
1.72% of portfolio
|
Q4 2024
Reduced 74.59%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
21,557
shares
|
$932,340
0.42% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
21,402
shares
|
$925,636
1.1% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
21,354
shares
|
$923,560
0.0% of portfolio
|
Q4 2024
Added 24.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,164
shares
|
$915,343
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
19,648
shares
|
$849,776
0.07% of portfolio
|
Q4 2024
Added 118.31%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
19,635
shares
|
$849,213
0.93% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,072
shares
|
$824,864
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
18,861
shares
|
$815,738
0.28% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
18,835
shares
|
$814,613
0.06% of portfolio
|
Q4 2024
Added 233.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
18,743
shares
|
$810,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,620
shares
|
$805,315
0.01% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
18,327
shares
|
$792,642
0.0% of portfolio
|
Q1 2024
Reduced 19.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,219
shares
|
$787,971
0.0% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
17,462
shares
|
$755,231
0.16% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
16,666
shares
|
$720,804
0.32% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
16,640
shares
|
$719,680
0.41% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,725
shares
|
$680,106
0.2% of portfolio
|
Q4 2024
Added 37.65%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
14,210
shares
|
$614,582
0.06% of portfolio
|
Q4 2024
Added 54.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
14,189
shares
|
$613,674
0.03% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,380
shares
|
$578,685
0.04% of portfolio
|
Q4 2024
Added 38.98%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
12,443
shares
|
$538,159
0.01% of portfolio
|
Q4 2024
Added 19.01%
|