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 114 institutions that hold shares in the stock, with a total of 3.35 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
13,700
shares
|
$604,033
0.4% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
13,558
shares
|
$597,772
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
13,066
shares
|
$576,079
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,110
shares
|
$533,929
0.63% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,586
shares
|
$510,826
0.02% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,154
shares
|
$491,779
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
10,817
shares
|
$476,921
0.18% of portfolio
|
Q2 2025
Added 225.13%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
10,570
shares
|
$466,031
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,369
shares
|
$457,169
0.0% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
10,181
shares
|
$448,880
0.4% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
10,072
shares
|
$444,074
0.45% of portfolio
|
Q3 2025
Reduced 21.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,052
shares
|
$443,192
0.01% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
9,800
shares
|
$432,082
0.02% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
9,757
shares
|
$430,186
0.09% of portfolio
|
Q3 2025
Reduced 72.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,955
shares
|
$394,825
0.0% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
8,553
shares
|
$377,101
0.26% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
8,530
shares
|
$376,087
0.01% of portfolio
|
Q2 2025
Reduced 39.79%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,515
shares
|
$375,426
0.01% of portfolio
|
Q1 2025
Reduced 49.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,452
shares
|
$372,648
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
7,756
shares
|
$341,962
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,657
shares
|
$337,597
0.03% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
7,386
shares
|
$325,648
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
7,351
shares
|
$324,105
0.16% of portfolio
|
Q3 2025
Reduced 25.43%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
7,150
shares
|
$315,243
0.02% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,129
shares
|
$314,317
0.0% of portfolio
|
Q3 2025
Reduced 20.67%
|
|