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 4.55 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
9,092
shares
|
$363,680
0.01% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,344
shares
|
$333,760
0.0% of portfolio
|
Q3 2024
Reduced 53.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
8,327
shares
|
$333,080
0.04% of portfolio
|
Q1 2024
Reduced 15.24%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,138
shares
|
$325,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,037
shares
|
$321,480
0.0% of portfolio
|
Q3 2024
Reduced 23.73%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
7,993
shares
|
$319,720
0.12% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,275
shares
|
$291,000
0.03% of portfolio
|
Q3 2024
Reduced 38.23%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
7,211
shares
|
$288,440
0.13% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
6,743
shares
|
$269,720
0.08% of portfolio
|
Q4 2023
Reduced 32.91%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,565
shares
|
$262,600
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,353
shares
|
$254,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
6,220
shares
|
$248,800
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
6,120
shares
|
$244,800
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,797
shares
|
$231,880
0.02% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$231,200
0.0% of portfolio
|
Q3 2024
Reduced 86.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,500
shares
|
$220,000
0.0% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,372
shares
|
$214,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
5,148
shares
|
$205,920
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
5,045
shares
|
$201,800
0.07% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,006
shares
|
$200,240
0.0% of portfolio
|
Q3 2024
Added 844.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,941
shares
|
$197,640
0.0% of portfolio
|
Q2 2024
Added 24.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,708
shares
|
$148,320
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,553
shares
|
$142,120
0.01% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,864
shares
|
$114,560
0.01% of portfolio
|
Q1 2024
Reduced 8.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,116
shares
|
$84,640
0.01% of portfolio
|
Q2 2024
Reduced 0.05%
|