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 109 institutions that hold shares in the stock, with a total of 8.59 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,764
shares
|
$446,020
0.01% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,948
shares
|
$421,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
13,166
shares
|
$397,744
0.12% of portfolio
|
Q2 2025
Reduced 29.13%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,109
shares
|
$396,022
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
13,039
shares
|
$393,908
0.03% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,918
shares
|
$390,252
0.05% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
12,717
shares
|
$384,180
0.02% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,496
shares
|
$377,504
0.59% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,289
shares
|
$371,250
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,897
shares
|
$359,408
0.0% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
11,562
shares
|
$349,288
0.03% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,350
shares
|
$342,883
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
11,020
shares
|
$332,914
0.01% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,700
shares
|
$323,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,548
shares
|
$318,655
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
10,500
shares
|
$317,205
0.02% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,152
shares
|
$306,691
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,550
shares
|
$288,505
0.07% of portfolio
|
Q2 2025
Reduced 39.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,481
shares
|
$286,421
0.01% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
9,370
shares
|
$283,067
0.03% of portfolio
|
Q2 2025
Added 254.25%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
9,337
shares
|
$282,070
0.04% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
9,000
shares
|
$271,890
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
8,773
shares
|
$265,032
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,381
shares
|
$253,190
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8,353
shares
|
$252,344
0.03% of portfolio
|
Q4 2021
New holding
|