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 91 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
52,675
shares
|
$1.32 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
45,558
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,920
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
41,872
shares
|
$1.05 Million
0.32% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
35,098
shares
|
$882,363
0.22% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
31,915
shares
|
$802,343
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,126
shares
|
$782,507
0.01% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,866
shares
|
$725,691
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
28,440
shares
|
$714,981
0.03% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,115
shares
|
$681,671
0.0% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25,198
shares
|
$633,477
0.3% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
21,979
shares
|
$552,552
0.27% of portfolio
|
Q1 2024
Added 92.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,820
shares
|
$498,274
0.0% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,589
shares
|
$467,327
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
18,577
shares
|
$467,025
0.16% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,612
shares
|
$442,765
0.01% of portfolio
|
Q4 2024
Reduced 78.85%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
17,558
shares
|
$441,408
0.13% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
16,494
shares
|
$414,659
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
16,253
shares
|
$408,600
0.03% of portfolio
|
Q4 2024
Reduced 41.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,213
shares
|
$407,594
0.01% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,198
shares
|
$382,077
0.0% of portfolio
|
Q1 2025
Added 42.6%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
14,686
shares
|
$369,206
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
14,621
shares
|
$367,571
0.1% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
13,039
shares
|
$327,800
0.04% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,979
shares
|
$326,292
0.01% of portfolio
|
Q4 2024
Reduced 5.96%
|