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 120 institutions that hold shares in the stock, with a total of 8.6 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mason & Associates Inc
|
Apr 23, 2024 Q1 2024 |
1,714,085
shares
|
$71.8 Million
19.24% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
848,617
shares
|
$35.5 Million
1.07% of portfolio
|
Q4 2020
Reduced 99.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
539,937
shares
|
$22.6 Million
0.72% of portfolio
|
Q1 2024
Added 48.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
439,156
shares
|
$18.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.43%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
415,373
shares
|
$17.4 Million
0.03% of portfolio
|
Q1 2024
Added 11.74%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
365,511
shares
|
$15.3 Million
0.01% of portfolio
|
Q1 2024
Added 5.31%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
364,857
shares
|
$15.3 Million
0.07% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
294,951
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2024
Added 190.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
281,777
shares
|
$11.8 Million
0.02% of portfolio
|
Q1 2024
Added 191.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
207,267
shares
|
$8.68 Million
0.04% of portfolio
|
Q1 2024
Added 914.13%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
195,456
shares
|
$8.19 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
176,801
shares
|
$7.41 Million
0.03% of portfolio
|
Q1 2024
Added 6.26%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 10, 2024 Q1 2024 |
160,529
shares
|
$6.72 Million
5.65% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
153,057
shares
|
$6.41 Million
0.02% of portfolio
|
Q1 2024
Added 99.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
149,507
shares
|
$6.26 Million
0.25% of portfolio
|
Q1 2024
Reduced 36.5%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 12, 2024 Q1 2024 |
114,337
shares
|
$4.79 Million
2.43% of portfolio
|
Q1 2024
Added 7.26%
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
112,892
shares
|
$4.73 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
102,820
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
94,119
shares
|
$3.94 Million
0.19% of portfolio
|
Q1 2024
Added 5.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
91,374
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2024
Added 122.61%
|
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
83,040
shares
|
$3.48 Million
1.21% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
82,382
shares
|
$3.45 Million
0.02% of portfolio
|
Q1 2024
Added 24.86%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,336
shares
|
$3.24 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
73,127
shares
|
$3.06 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
67,530
shares
|
$2.83 Million
0.04% of portfolio
|
Q1 2024
Added 3.67%
|
|