Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FDEC). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 7.64 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
848,617
shares
|
$38.8 Million
1.07% of portfolio
|
Q4 2020
Reduced 99.92%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
668,002
shares
|
$30.6 Million
0.01% of portfolio
|
Q4 2024
Added 247.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
565,212
shares
|
$25.9 Million
0.01% of portfolio
|
Q4 2024
Added 183.21%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
391,244
shares
|
$17.9 Million
0.07% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
365,439
shares
|
$16.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
336,213
shares
|
$15.4 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
327,647
shares
|
$15 Million
0.02% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
301,113
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 148.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
256,632
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
186,063
shares
|
$8.51 Million
0.02% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
162,709
shares
|
$7.44 Million
0.02% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
162,466
shares
|
$7.43 Million
0.29% of portfolio
|
Q4 2024
Added 2007.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
159,492
shares
|
$7.3 Million
0.02% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
158,964
shares
|
$7.27 Million
5.44% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
156,324
shares
|
$7.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
149,103
shares
|
$6.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
143,749
shares
|
$6.58 Million
0.21% of portfolio
|
Q4 2024
Added 645.24%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
115,910
shares
|
$5.3 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
107,785
shares
|
$4.93 Million
0.01% of portfolio
|
Q4 2024
Added 55.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
107,770
shares
|
$4.93 Million
0.14% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,421
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
88,414
shares
|
$4.04 Million
0.02% of portfolio
|
Q4 2024
Added 57.32%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
80,687
shares
|
$3.69 Million
1.03% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
77,524
shares
|
$3.55 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,336
shares
|
$3.54 Million
0.2% of portfolio
|
Q4 2023
New holding
|