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 90 institutions that hold shares in the stock, with a total of 5.9 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
16,650
shares
|
$444,222
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,755
shares
|
$420,343
0.0% of portfolio
|
Q2 2024
Reduced 91.25%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
14,598
shares
|
$389,474
0.06% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
14,236
shares
|
$379,816
0.01% of portfolio
|
Q4 2023
Reduced 13.44%
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
13,875
shares
|
$370,185
0.07% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
13,450
shares
|
$358,846
0.04% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
12,231
shares
|
$326,323
0.09% of portfolio
|
Q1 2024
Added 7.49%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
11,668
shares
|
$311,302
0.0% of portfolio
|
Q4 2023
Added 2.8%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,350
shares
|
$302,818
0.16% of portfolio
|
Q4 2022
New holding
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
11,029
shares
|
$294,253
0.05% of portfolio
|
Q2 2024
Reduced 32.77%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
10,914
shares
|
$291,185
0.01% of portfolio
|
Q1 2024
New holding
|
|
Private Advisory Group LLC
Redmond, WA |
Jul 23, 2024 Q2 2024 |
10,804
shares
|
$288,250
0.04% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Aurora Private Wealth, Inc.
|
Jul 17, 2024 Q2 2024 |
10,494
shares
|
$279,979
0.24% of portfolio
|
Q4 2023
Reduced 9.17%
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Aug 09, 2024 Q2 2024 |
10,146
shares
|
$270,695
0.21% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,877
shares
|
$263,518
0.0% of portfolio
|
Q2 2024
Reduced 46.75%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
8,725
shares
|
$232,783
0.0% of portfolio
|
Q2 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
8,530
shares
|
$227,580
0.05% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
8,353
shares
|
$222,858
0.04% of portfolio
|
Q4 2021
New holding
|
|
Prosperity Consulting Group, LLC
|
Aug 08, 2024 Q2 2024 |
8,309
shares
|
$221,684
0.03% of portfolio
|
Q1 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
8,247
shares
|
$220,029
0.01% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
7,890
shares
|
$210,505
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
7,701
shares
|
$205,462
0.02% of portfolio
|
Q2 2024
New holding
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
7,695
shares
|
$205,302
0.11% of portfolio
|
Q2 2024
Reduced 19.47%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
6,893
shares
|
$183,905
0.0% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
6,865
shares
|
$183,158
0.02% of portfolio
|
Q1 2024
Reduced 14.05%
|