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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
8,353
shares
|
$234,886
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,128
shares
|
$228,559
0.03% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,061
shares
|
$226,675
0.01% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,028
shares
|
$225,747
0.0% of portfolio
|
Q1 2025
Reduced 27.2%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
8,020
shares
|
$225,522
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
7,754
shares
|
$218,042
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
6,825
shares
|
$191,919
0.11% of portfolio
|
Q1 2025
Added 795.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,469
shares
|
$181,908
0.01% of portfolio
|
Q1 2025
Added 107716.67%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
6,151
shares
|
$172,966
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,101
shares
|
$171,560
0.01% of portfolio
|
Q1 2025
Added 48.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,540
shares
|
$155,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,289
shares
|
$148,726
0.0% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,233
shares
|
$147,151
0.01% of portfolio
|
Q2 2024
Added 34.77%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,050
shares
|
$113,886
0.05% of portfolio
|
Q4 2024
Added 61.35%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,835
shares
|
$79,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,645
shares
|
$74,377
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,304
shares
|
$64,788
0.0% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$28,120
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
945
shares
|
$26,573
0.0% of portfolio
|
Q3 2024
Reduced 38.8%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
857
shares
|
$24,098
0.0% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
723
shares
|
$20,330
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
329
shares
|
$9,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
250
shares
|
$7,030
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
247
shares
|
$6,945
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
87
shares
|
$2,446
0.0% of portfolio
|
Q1 2025
Reduced 74.64%
|