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 42 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$292,556
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
12,327
shares
|
$268,728
0.11% of portfolio
|
Q2 2024
Added 21.0%
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,838
shares
|
$258,068
0.1% of portfolio
|
Q3 2023
Reduced 17.15%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
11,520
shares
|
$251,136
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
5,799
shares
|
$126,418
0.0% of portfolio
|
Q2 2024
Added 637.79%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,496
shares
|
$119,812
0.0% of portfolio
|
Q2 2024
Reduced 92.3%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
2,298
shares
|
$50,096
0.01% of portfolio
|
Q4 2023
Added 2702.44%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,204
shares
|
$48,047
0.0% of portfolio
|
Q2 2024
Added 18.69%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
2,200
shares
|
$47,960
0.02% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
1,300
shares
|
$28,340
0.01% of portfolio
|
Q2 2024
Added 1.48%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,019
shares
|
$22,214
0.0% of portfolio
|
Q2 2024
Reduced 34.72%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
440
shares
|
$9,592
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
306
shares
|
$6,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
67
shares
|
$1,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|