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 154 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $405 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
|
$37.9 Million
1.07% of portfolio
|
Q4 2020
Reduced 99.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
684,902
shares
|
$30.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
558,364
shares
|
$25 Million
15.07% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
524,751
shares
|
$23.5 Million
0.03% of portfolio
|
Q1 2025
Added 60.16%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
380,922
shares
|
$17 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
377,799
shares
|
$16.9 Million
0.04% of portfolio
|
Q1 2025
Added 141.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
348,584
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
343,670
shares
|
$15.4 Million
1.38% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
316,829
shares
|
$14.2 Million
0.21% of portfolio
|
Q1 2025
Added 379.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
264,335
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
256,632
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
185,640
shares
|
$8.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
183,673
shares
|
$8.21 Million
0.27% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
168,789
shares
|
$7.54 Million
0.02% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
164,475
shares
|
$7.35 Million
0.29% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
157,491
shares
|
$7.04 Million
5.21% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
149,431
shares
|
$6.68 Million
0.02% of portfolio
|
Q1 2025
Added 38.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
135,928
shares
|
$6.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
131,159
shares
|
$5.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
126,706
shares
|
$5.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.58%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
113,726
shares
|
$5.08 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
107,881
shares
|
$4.82 Million
0.02% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
107,770
shares
|
$4.82 Million
0.14% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
102,000
shares
|
$4.56 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
98,130
shares
|
$4.39 Million
0.4% of portfolio
|
Q1 2025
Added 20.04%
|