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 153 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,618
shares
|
$221,987
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,543
shares
|
$218,382
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,511
shares
|
$216,843
0.02% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,437
shares
|
$213,286
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,392
shares
|
$211,123
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,344
shares
|
$208,816
0.0% of portfolio
|
Q2 2025
Reduced 68.2%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
4,290
shares
|
$206,220
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,099
shares
|
$197,038
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
4,041
shares
|
$194,250
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,490
shares
|
$167,764
0.0% of portfolio
|
Q2 2025
Added 201.9%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
3,228
shares
|
$155,169
0.03% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,200
shares
|
$153,824
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$144,210
0.05% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,440
shares
|
$117,290
0.0% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$96,140
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,687
shares
|
$81,094
0.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,445
shares
|
$69,461
0.0% of portfolio
|
Q2 2025
Added 44.5%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,100
shares
|
$52,877
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,060
shares
|
$50,954
0.0% of portfolio
|
Q2 2025
Added 67.99%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
725
shares
|
$34,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
575
shares
|
$27,640
0.0% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
571
shares
|
$27,447
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
526
shares
|
$25,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
500
shares
|
$24,035
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
283
shares
|
$13,603
0.0% of portfolio
|
Q1 2025
New holding
|