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 86 institutions that hold shares in the stock, with a total of 4.74 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
1,878,925
shares
|
$74.2 Million
4.66% of portfolio
|
Q2 2024
Added 0.56%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
290,710
shares
|
$11.5 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
235,289
shares
|
$9.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.88%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
172,359
shares
|
$6.81 Million
0.02% of portfolio
|
Q2 2024
Reduced 20.84%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
134,263
shares
|
$5.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
118,163
shares
|
$4.67 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
110,366
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
101,562
shares
|
$4.01 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
92,961
shares
|
$3.67 Million
0.8% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
88,440
shares
|
$3.49 Million
0.11% of portfolio
|
Q4 2020
Reduced 59.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
84,323
shares
|
$3.33 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
72,850
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
65,300
shares
|
$2.58 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
65,300
shares
|
$2.58 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
64,968
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2024
Added 2.2%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
64,951
shares
|
$2.57 Million
0.29% of portfolio
|
Q2 2024
Reduced 20.29%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
57,814
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
54,758
shares
|
$2.16 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
49,944
shares
|
$1.97 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
48,770
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2024
Added 1.37%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
43,584
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
42,025
shares
|
$1.66 Million
0.42% of portfolio
|
Q2 2024
Reduced 16.19%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
41,684
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
38,864
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
31,883
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.26%
|