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 87 institutions that hold shares in the stock, with a total of 7.88 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
70,214
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2024
Added 251.0%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
57,534
shares
|
$1.5 Million
0.49% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
54,201
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
52,252
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2024
Added 165.93%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jun 28, 2024 Q1 2024 |
50,768
shares
|
$1.32 Million
0.72% of portfolio
|
Q1 2024
New holding
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
44,338
shares
|
$1.16 Million
0.39% of portfolio
|
Q1 2024
Added 61.58%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
43,311
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2024
Added 32.86%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
41,098
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.2%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
40,718
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
32,859
shares
|
$855,976
0.06% of portfolio
|
Q1 2024
Added 19.59%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
32,726
shares
|
$852,512
0.23% of portfolio
|
Q1 2024
Added 141.61%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
31,458
shares
|
$819,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
27,552
shares
|
$717,729
0.06% of portfolio
|
Q1 2024
Added 134.84%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
26,276
shares
|
$684,489
0.1% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
26,052
shares
|
$678,654
0.0% of portfolio
|
Q1 2024
Added 44.69%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
25,716
shares
|
$669,901
0.0% of portfolio
|
Q1 2024
Added 19.88%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
25,416
shares
|
$662,086
0.02% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
24,918
shares
|
$649,113
0.3% of portfolio
|
Q1 2024
Added 20.83%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
22,091
shares
|
$575,470
0.02% of portfolio
|
Q1 2024
New holding
|
|
1776 Wealth LLC
|
May 10, 2024 Q1 2024 |
21,979
shares
|
$572,552
0.27% of portfolio
|
Q1 2024
Added 92.43%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
20,927
shares
|
$545,148
0.04% of portfolio
|
Q1 2024
Added 116.08%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
19,662
shares
|
$512,195
0.19% of portfolio
|
Q3 2023
Reduced 8.77%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
18,558
shares
|
$483,435
0.02% of portfolio
|
Q1 2024
Added 3.46%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
18,550
shares
|
$483,227
0.0% of portfolio
|
Q1 2024
Added 98.97%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
18,333
shares
|
$477,574
0.19% of portfolio
|
Q1 2024
Added 28.27%
|