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 $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,219
shares
|
$366,731
0.04% of portfolio
|
Q1 2024
Reduced 28.39%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
8,113
shares
|
$362,002
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
7,802
shares
|
$348,125
0.07% of portfolio
|
Q2 2024
Reduced 58.34%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,777
shares
|
$347,009
0.01% of portfolio
|
Q4 2023
Added 64.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,709
shares
|
$343,975
0.01% of portfolio
|
Q2 2024
Reduced 76.52%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
7,650
shares
|
$341,343
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
7,636
shares
|
$340,718
0.07% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
6,598
shares
|
$294,402
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,551
shares
|
$292,305
0.02% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
6,537
shares
|
$291,680
0.07% of portfolio
|
Q2 2024
Reduced 20.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,282
shares
|
$280,302
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,282
shares
|
$280,302
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,235
shares
|
$278,205
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
6,143
shares
|
$274,100
0.16% of portfolio
|
Q1 2024
Added 20.79%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
6,114
shares
|
$272,806
0.02% of portfolio
|
Q1 2024
Reduced 48.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
6,022
shares
|
$268,701
0.05% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,997
shares
|
$267,586
0.01% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,875
shares
|
$262,142
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
5,670
shares
|
$252,995
0.19% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,652
shares
|
$252,192
0.02% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
5,601
shares
|
$249,916
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,316
shares
|
$237,199
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,230
shares
|
$233,362
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,224
shares
|
$233,094
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,724
shares
|
$210,784
0.0% of portfolio
|
Q3 2024
Reduced 48.55%
|