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 153 institutions that hold shares in the stock, with a total of 8.93 Million shares, which have been reported (via 13F filing form) to have a value of $386 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
|
$36.7 Million
1.07% of portfolio
|
Q4 2020
Reduced 99.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
684,902
shares
|
$29.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
565,212
shares
|
$24.4 Million
0.01% of portfolio
|
Q4 2024
Added 183.21%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
558,364
shares
|
$24.1 Million
15.07% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
380,922
shares
|
$16.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
365,439
shares
|
$15.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
336,213
shares
|
$14.5 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
327,647
shares
|
$14.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
316,829
shares
|
$13.7 Million
0.21% of portfolio
|
Q1 2025
Added 379.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
301,113
shares
|
$13 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
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
185,640
shares
|
$8.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
168,789
shares
|
$7.29 Million
0.02% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
162,466
shares
|
$7.02 Million
0.29% of portfolio
|
Q4 2024
Added 2007.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
159,492
shares
|
$6.89 Million
0.02% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
157,491
shares
|
$6.81 Million
5.21% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
156,324
shares
|
$6.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
143,749
shares
|
$6.21 Million
0.21% of portfolio
|
Q4 2024
Added 645.24%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
131,159
shares
|
$5.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
115,910
shares
|
$5.01 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
107,785
shares
|
$4.66 Million
0.01% of portfolio
|
Q4 2024
Added 55.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
107,770
shares
|
$4.66 Million
0.14% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
102,000
shares
|
$4.41 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,421
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
88,414
shares
|
$3.82 Million
0.02% of portfolio
|
Q4 2024
Added 57.32%
|