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 86 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,350
shares
|
$317,573
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,914
shares
|
$305,373
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,700
shares
|
$299,386
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,620
shares
|
$297,147
0.05% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
10,500
shares
|
$293,790
0.02% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
10,102
shares
|
$282,653
0.05% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
9,979
shares
|
$279,212
0.29% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,610
shares
|
$268,887
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,888
shares
|
$248,686
0.01% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
8,353
shares
|
$233,716
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,309
shares
|
$232,485
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,247
shares
|
$230,751
0.01% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,171
shares
|
$228,624
0.0% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,935
shares
|
$222,021
0.0% of portfolio
|
Q3 2024
Added 236.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,890
shares
|
$220,762
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
7,754
shares
|
$216,956
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,701
shares
|
$215,473
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
7,472
shares
|
$209,066
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
7,432
shares
|
$207,947
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,893
shares
|
$192,866
0.0% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,865
shares
|
$192,082
0.02% of portfolio
|
Q1 2024
Reduced 14.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,233
shares
|
$146,419
0.01% of portfolio
|
Q2 2024
Added 34.77%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
4,686
shares
|
$131,114
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,111
shares
|
$115,025
0.0% of portfolio
|
Q1 2024
Added 17.56%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,050
shares
|
$113,319
0.05% of portfolio
|
Q4 2024
Added 61.35%
|