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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
58,844
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
58,721
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 215.89%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
57,918
shares
|
$1.63 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
52,624
shares
|
$1.48 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
48,028
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
47,638
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
43,682
shares
|
$1.23 Million
0.93% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
43,627
shares
|
$1.23 Million
1.79% of portfolio
|
Q1 2025
Added 306.06%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
41,872
shares
|
$1.18 Million
0.32% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,236
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 32.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
31,126
shares
|
$875,263
0.01% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
29,916
shares
|
$841,237
0.03% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
28,587
shares
|
$803,866
0.02% of portfolio
|
Q1 2025
Added 221.64%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
28,020
shares
|
$787,922
0.08% of portfolio
|
Q1 2025
Added 191.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,115
shares
|
$762,473
0.0% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
25,737
shares
|
$723,724
0.21% of portfolio
|
Q1 2025
Added 46.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
25,287
shares
|
$711,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25,198
shares
|
$708,567
0.3% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
21,979
shares
|
$618,049
0.27% of portfolio
|
Q1 2024
Added 92.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
20,797
shares
|
$584,811
0.07% of portfolio
|
Q1 2025
Added 178.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,820
shares
|
$557,338
0.0% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
19,218
shares
|
$540,410
0.0% of portfolio
|
Q1 2025
Reduced 73.81%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
18,577
shares
|
$522,385
0.16% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
18,044
shares
|
$507,397
0.07% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,763
shares
|
$443,255
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|