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 111 institutions that hold shares in the stock, with a total of 3.72 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
7,150
shares
|
$287,430
0.02% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,878
shares
|
$276,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
6,755
shares
|
$271,551
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
6,743
shares
|
$271,068
0.07% of portfolio
|
Q4 2023
Reduced 32.91%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
6,515
shares
|
$261,903
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,270
shares
|
$252,054
0.0% of portfolio
|
Q1 2025
Reduced 83.72%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
6,220
shares
|
$250,044
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
6,127
shares
|
$246,305
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
6,048
shares
|
$243,129
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,760
shares
|
$231,552
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
5,728
shares
|
$230,265
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
5,615
shares
|
$225,723
0.11% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
5,338
shares
|
$214,587
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,941
shares
|
$198,628
0.0% of portfolio
|
Q2 2024
Added 24.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,500
shares
|
$180,900
0.02% of portfolio
|
Q1 2025
Added 149900.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,045
shares
|
$162,609
0.07% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,718
shares
|
$149,463
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,417
shares
|
$137,363
0.0% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
3,327
shares
|
$133,745
0.06% of portfolio
|
Q1 2025
Reduced 53.86%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
2,565
shares
|
$103,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,564
shares
|
$103,072
0.01% of portfolio
|
Q4 2024
Reduced 27.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,373
shares
|
$95,394
0.0% of portfolio
|
Q1 2025
Added 3389.71%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,982
shares
|
$79,676
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,313
shares
|
$52,782
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,312
shares
|
$52,742
0.07% of portfolio
|
Q1 2025
Added 63.39%
|