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 121 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $250 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
19,190
shares
|
$855,490
0.01% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
18,327
shares
|
$817,017
0.0% of portfolio
|
Q1 2024
Reduced 19.78%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
18,224
shares
|
$812,425
0.37% of portfolio
|
Q1 2024
Added 88.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
17,549
shares
|
$782,334
0.15% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,210
shares
|
$767,221
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,128
shares
|
$763,566
0.0% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,776
shares
|
$747,874
0.33% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
14,532
shares
|
$647,836
0.03% of portfolio
|
Q3 2024
Reduced 72.69%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,070
shares
|
$538,080
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
11,424
shares
|
$509,281
0.15% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
11,000
shares
|
$490,380
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,455
shares
|
$466,083
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,432
shares
|
$465,058
0.02% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,930
shares
|
$442,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,726
shares
|
$433,585
0.44% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,627
shares
|
$429,171
0.03% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,226
shares
|
$411,295
0.0% of portfolio
|
Q4 2023
Added 6.6%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
9,182
shares
|
$409,333
0.04% of portfolio
|
Q3 2024
Added 70.48%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,096
shares
|
$405,499
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
9,000
shares
|
$401,220
0.03% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,870
shares
|
$395,424
0.01% of portfolio
|
Q3 2024
Added 87.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,688
shares
|
$387,311
0.0% of portfolio
|
Q3 2024
Reduced 41.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
8,563
shares
|
$381,738
0.01% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
8,362
shares
|
$372,777
0.01% of portfolio
|
Q3 2024
Reduced 29.43%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
8,264
shares
|
$368,409
0.3% of portfolio
|
Q3 2024
Reduced 8.32%
|