Simplicity Wealth,Llc First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$38.59 - $41.21 $242,422 - $258,881	6,282 New	6,282 $258,000

Others Institutions Holding FDEC

# of Institutions

156

Shares Held

9.32M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

849K
Shares

$40.3 Million
1.07% of portfolio
Envestnet Asset Management Inc

719K
Shares

$34.1 Million
0.01% of portfolio
Grant Private Wealth Management Inc Pleasanton, CA

604K
Shares

$28.7 Million
15.99% of portfolio
Griffith & Werner, Inc. Canton, GA

558K
Shares

$26.5 Million
15.07% of portfolio
Commonwealth Equity Services, LLC

494K
Shares

$23.4 Million
0.03% of portfolio

About FIRST TR EX TR FD VIII FT CBOE

Ticker FDEC
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