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 101 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 $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
2,003,060
shares
|
$56.3 Million
18.86% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
926,196
shares
|
$26 Million
0.06% of portfolio
|
Q1 2025
Added 260.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
485,683
shares
|
$13.7 Million
0.03% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
439,049
shares
|
$12.3 Million
7.34% of portfolio
|
Q1 2025
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
382,881
shares
|
$10.8 Million
4.71% of portfolio
|
Q1 2025
Added 227.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
316,285
shares
|
$8.89 Million
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
272,612
shares
|
$7.67 Million
0.01% of portfolio
|
Q1 2025
Added 22.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
261,123
shares
|
$7.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
240,855
shares
|
$6.77 Million
0.72% of portfolio
|
Q1 2025
Added 154.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
232,626
shares
|
$6.54 Million
0.18% of portfolio
|
Q4 2020
Reduced 82.19%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
173,781
shares
|
$4.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
169,436
shares
|
$4.76 Million
1.59% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
162,571
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
148,782
shares
|
$4.18 Million
1.31% of portfolio
|
Q1 2025
Added 59.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
129,118
shares
|
$3.63 Million
0.01% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
112,380
shares
|
$3.16 Million
0.09% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
107,761
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
102,032
shares
|
$2.87 Million
0.11% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
101,734
shares
|
$2.86 Million
0.08% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
89,226
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
88,719
shares
|
$2.49 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
80,090
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
79,881
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
67,418
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
58,858
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 29.19%
|