Institutional Ownership First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Apr 24, 2024 Q1 2024 |
600,864
shares
|
$12.3 Million
1.46% of portfolio
|
Q1 2024
Added 19.53%
|
|
|
Darwin Advisors, LLC
|
May 13, 2024 Q1 2024 |
551,194
shares
|
$11.3 Million
3.28% of portfolio
|
Q1 2024
Reduced 3.24%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 15, 2024 Q1 2024 |
139,236
shares
|
$2.86 Million
0.83% of portfolio
|
Q1 2024
Added 58.22%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
May 01, 2024 Q1 2024 |
114,671
shares
|
$2.35 Million
1.5% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
114,228
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2024
Added 11.43%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
109,113
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2024
Added 68.42%
|
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
92,325
shares
|
$1.89 Million
0.27% of portfolio
|
Q1 2024
Added 35.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
86,474
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2024
Added 9.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
72,802
shares
|
$1.49 Million
0.07% of portfolio
|
Q4 2023
Reduced 5.98%
|
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
57,930
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
30,000
shares
|
$615,300
0.07% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,272
shares
|
$456,798
0.09% of portfolio
|
Q1 2023
Reduced 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
20,720
shares
|
$424,967
0.04% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
20,434
shares
|
$419,101
0.02% of portfolio
|
Q1 2024
Closed
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
18,911
shares
|
$387,864
0.0% of portfolio
|
Q1 2024
Reduced 51.32%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,797
shares
|
$303,486
0.03% of portfolio
|
Q4 2023
Reduced 6.19%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2024 Q1 2024 |
14,469
shares
|
$296,759
0.09% of portfolio
|
Q1 2024
Reduced 36.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$275,244
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
12,997
shares
|
$266,568
0.0% of portfolio
|
Q1 2024
Reduced 40.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
12,893
shares
|
$264,435
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,838
shares
|
$242,797
0.1% of portfolio
|
Q3 2023
Reduced 17.15%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
10,188
shares
|
$208,955
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
10,038
shares
|
$205,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
9,903
shares
|
$203,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
3,043
shares
|
$62,411
0.0% of portfolio
|
Q1 2024
Reduced 48.44%
|
|