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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
30,154
shares
|
$1.21 Million
0.2% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
28,683
shares
|
$1.15 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
27,521
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
26,196
shares
|
$1.05 Million
0.35% of portfolio
|
Q1 2024
Added 4.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
23,844
shares
|
$959,005
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,335
shares
|
$938,533
0.0% of portfolio
|
Q3 2024
Reduced 25.06%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
20,618
shares
|
$829,255
0.29% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
20,196
shares
|
$812,283
0.02% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
20,004
shares
|
$804,560
0.31% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
18,978
shares
|
$763,295
0.0% of portfolio
|
Q3 2024
Reduced 19.17%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
17,522
shares
|
$704,734
0.06% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
16,929
shares
|
$680,884
0.52% of portfolio
|
Q1 2024
Reduced 40.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,703
shares
|
$671,794
0.03% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
15,225
shares
|
$612,349
0.23% of portfolio
|
Q3 2023
Reduced 49.7%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,161
shares
|
$609,775
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
15,034
shares
|
$604,667
0.11% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,463
shares
|
$541,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,291
shares
|
$534,564
0.0% of portfolio
|
Q3 2024
Reduced 34.01%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
12,530
shares
|
$503,956
0.02% of portfolio
|
Q3 2024
Reduced 39.57%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
12,286
shares
|
$494,142
0.47% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,110
shares
|
$487,064
0.63% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,041
shares
|
$444,069
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,828
shares
|
$435,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,809
shares
|
$434,737
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,688
shares
|
$429,871
0.0% of portfolio
|
Q3 2024
Reduced 90.32%
|