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 |
---|---|---|---|---|---|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
6,134
shares
|
$163,655
0.01% of portfolio
|
Q3 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
5,233
shares
|
$139,616
0.01% of portfolio
|
Q2 2024
Added 34.77%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
4,686
shares
|
$125,022
0.1% of portfolio
|
Q4 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
4,111
shares
|
$109,681
0.0% of portfolio
|
Q1 2024
Added 17.56%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
3,000
shares
|
$80,040
0.01% of portfolio
|
Q1 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
2,460
shares
|
$65,632
0.02% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,356
shares
|
$62,858
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,544
shares
|
$41,193
0.0% of portfolio
|
Q2 2024
Added 1444.0%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$26,680
0.03% of portfolio
|
Q1 2022
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
683
shares
|
$18,222
0.0% of portfolio
|
Q1 2024
Added 5.86%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
618
shares
|
$16,488
0.01% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
460
shares
|
$12,272
0.0% of portfolio
|
Q2 2024
Reduced 72.81%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
250
shares
|
$6,670
0.0% of portfolio
|
Q2 2023
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
247
shares
|
$6,589
0.0% of portfolio
|
Q3 2022
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
100
shares
|
$2,668
0.0% of portfolio
|
Q2 2024
New holding
|