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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,929
shares
|
$325,035
0.01% of portfolio
|
Q4 2024
Added 18.46%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
11,955
shares
|
$300,548
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,350
shares
|
$285,339
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,048
shares
|
$277,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,028
shares
|
$277,243
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
10,811
shares
|
$271,788
0.02% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,700
shares
|
$268,998
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
10,621
shares
|
$267,011
0.03% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,620
shares
|
$266,986
0.05% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
10,600
shares
|
$266,484
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
10,500
shares
|
$263,970
0.02% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
10,102
shares
|
$253,964
0.05% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
9,979
shares
|
$250,872
0.29% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,610
shares
|
$241,595
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,529
shares
|
$239,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
9,000
shares
|
$226,260
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,888
shares
|
$223,444
0.01% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
8,703
shares
|
$218,793
0.0% of portfolio
|
Q4 2024
Added 26.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,427
shares
|
$211,854
0.01% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
8,353
shares
|
$209,994
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,128
shares
|
$204,337
0.03% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,107
shares
|
$203,809
0.02% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,890
shares
|
$198,354
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
7,754
shares
|
$194,935
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
7,472
shares
|
$187,846
0.02% of portfolio
|
Q4 2024
New holding
|