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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
4,720
shares
|
$210,606
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
4,043
shares
|
$180,398
0.05% of portfolio
|
Q1 2024
Reduced 13.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,488
shares
|
$155,634
0.01% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
3,438
shares
|
$153,403
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,368
shares
|
$150,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
3,000
shares
|
$133,860
0.05% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,208
shares
|
$98,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,060
shares
|
$91,917
0.0% of portfolio
|
Q3 2024
Added 780.34%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,000
shares
|
$89,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,716
shares
|
$76,567
0.0% of portfolio
|
Q3 2024
Added 84.91%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$66,930
0.0% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,403
shares
|
$62,601
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,144
shares
|
$51,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,100
shares
|
$49,082
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
631
shares
|
$28,155
0.0% of portfolio
|
Q3 2024
Reduced 34.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
316
shares
|
$14,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
274
shares
|
$12,225
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
200
shares
|
$8,924
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
193
shares
|
$8,611
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
113
shares
|
$5,042
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
17
shares
|
$758
0.0% of portfolio
|
Q1 2024
New holding
|