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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,061
shares
|
$243,522
0.01% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
8,058
shares
|
$243,432
0.03% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,028
shares
|
$242,525
0.0% of portfolio
|
Q1 2025
Reduced 27.2%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,020
shares
|
$242,284
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,789
shares
|
$235,305
0.02% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
7,754
shares
|
$234,248
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
7,359
shares
|
$222,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
7,148
shares
|
$215,941
0.12% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
6,893
shares
|
$208,237
0.09% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,865
shares
|
$207,391
0.02% of portfolio
|
Q2 2025
Reduced 52.87%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
6,840
shares
|
$206,636
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,469
shares
|
$195,428
0.02% of portfolio
|
Q1 2025
Added 107716.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,101
shares
|
$184,311
0.01% of portfolio
|
Q1 2025
Added 48.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,540
shares
|
$167,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,233
shares
|
$158,088
0.01% of portfolio
|
Q2 2024
Added 34.77%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,977
shares
|
$150,355
0.0% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,050
shares
|
$122,350
0.05% of portfolio
|
Q4 2024
Added 61.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,975
shares
|
$120,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,835
shares
|
$85,645
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,304
shares
|
$69,603
0.0% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$30,210
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
857
shares
|
$25,889
0.0% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
723
shares
|
$21,841
0.0% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
723
shares
|
$21,841
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
370
shares
|
$11,177
0.0% of portfolio
|
Q2 2025
New holding
|