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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
7,251
shares
|
$313,605
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,229
shares
|
$312,654
0.0% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,168
shares
|
$310,016
0.01% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
6,859
shares
|
$296,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
6,785
shares
|
$293,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,651
shares
|
$287,655
0.02% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
6,598
shares
|
$285,363
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,585
shares
|
$284,801
0.01% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
6,485
shares
|
$280,476
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,303
shares
|
$272,604
0.03% of portfolio
|
Q4 2024
Added 20.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,282
shares
|
$271,696
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
6,114
shares
|
$264,430
0.02% of portfolio
|
Q1 2024
Reduced 48.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
6,022
shares
|
$260,451
0.05% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,997
shares
|
$259,370
0.01% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,875
shares
|
$254,093
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,500
shares
|
$237,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
5,474
shares
|
$236,750
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,394
shares
|
$233,290
0.03% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
5,104
shares
|
$220,748
0.07% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
5,082
shares
|
$219,796
0.42% of portfolio
|
Q4 2024
Reduced 38.5%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,974
shares
|
$215,125
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
4,706
shares
|
$203,534
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,660
shares
|
$201,545
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
4,621
shares
|
$199,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,254
shares
|
$183,985
0.0% of portfolio
|
Q4 2024
New holding
|