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 |
|---|---|---|---|---|---|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
68,501
shares
|
$2.07 Million
2.08% of portfolio
|
Q2 2025
Added 57.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
62,689
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
57,402
shares
|
$1.73 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
57,306
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
51,049
shares
|
$1.54 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
46,493
shares
|
$1.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
42,604
shares
|
$1.29 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
41,846
shares
|
$1.26 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
36,986
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
32,391
shares
|
$978,532
0.1% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
32,088
shares
|
$969,378
0.01% of portfolio
|
Q2 2025
Added 26.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
30,138
shares
|
$910,468
0.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
30,026
shares
|
$907,085
0.0% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
28,837
shares
|
$871,165
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,576
shares
|
$833,070
0.2% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,115
shares
|
$819,144
0.0% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
25,615
shares
|
$773,829
0.0% of portfolio
|
Q2 2025
Added 162.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
24,728
shares
|
$747,032
0.3% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,595
shares
|
$712,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
21,979
shares
|
$663,985
0.28% of portfolio
|
Q1 2024
Added 92.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
20,598
shares
|
$622,265
0.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,820
shares
|
$598,762
0.0% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
18,494
shares
|
$558,703
0.07% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
15,763
shares
|
$476,200
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,324
shares
|
$462,938
0.0% of portfolio
|
Q2 2025
Added 0.83%
|