Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (DDEC). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,856,662
shares
|
$74.7 Million
4.55% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
262,845
shares
|
$10.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
221,528
shares
|
$8.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
146,639
shares
|
$5.9 Million
0.0% of portfolio
|
Q3 2024
Added 359.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
131,020
shares
|
$5.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
129,611
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
122,966
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2024
Added 68.79%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
118,163
shares
|
$4.75 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
92,808
shares
|
$3.73 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
88,440
shares
|
$3.56 Million
0.11% of portfolio
|
Q4 2020
Reduced 59.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
81,748
shares
|
$3.29 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
78,858
shares
|
$3.17 Million
0.15% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
65,300
shares
|
$2.63 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
65,300
shares
|
$2.63 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
62,021
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
52,941
shares
|
$2.13 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
52,780
shares
|
$2.12 Million
0.23% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,497
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
48,960
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,618
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
41,769
shares
|
$1.68 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
39,477
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
32,341
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
31,316
shares
|
$1.26 Million
0.33% of portfolio
|
Q3 2024
Added 46.92%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
31,311
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.12%
|