Institutional Ownership First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (QDEC). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 8.59 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
2,111,190
shares
|
$63.8 Million
19.62% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
708,295
shares
|
$21.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
506,254
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2025
Added 85.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
466,528
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
441,852
shares
|
$13.3 Million
5.68% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
441,852
shares
|
$13.3 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
364,194
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
261,123
shares
|
$7.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
240,855
shares
|
$7.28 Million
0.72% of portfolio
|
Q1 2025
Added 154.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
232,626
shares
|
$7.03 Million
0.18% of portfolio
|
Q4 2020
Reduced 82.19%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
184,031
shares
|
$5.56 Million
1.69% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
162,571
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
159,477
shares
|
$4.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
154,647
shares
|
$4.67 Million
0.0% of portfolio
|
Q2 2025
Added 43.51%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
149,731
shares
|
$4.52 Million
1.36% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
112,718
shares
|
$3.41 Million
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
112,326
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
93,023
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
87,660
shares
|
$2.65 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
81,506
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
81,133
shares
|
$2.45 Million
0.03% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
79,340
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
76,560
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
72,938
shares
|
$2.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
71,318
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
Added 5.78%
|