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 123 institutions that hold shares in the stock, with a total of 5.88 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
19,635
shares
|
$892,410
0.93% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,289
shares
|
$876,685
0.03% of portfolio
|
Q3 2024
Reduced 38.63%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
19,200
shares
|
$872,640
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
19,190
shares
|
$872,185
0.01% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
18,861
shares
|
$857,232
0.28% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,620
shares
|
$846,279
0.01% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
18,327
shares
|
$832,962
0.0% of portfolio
|
Q1 2024
Reduced 19.78%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
18,224
shares
|
$828,280
0.37% of portfolio
|
Q1 2024
Added 88.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
17,549
shares
|
$797,602
0.15% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,128
shares
|
$778,467
0.0% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
16,666
shares
|
$757,469
0.32% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,725
shares
|
$714,701
0.2% of portfolio
|
Q4 2024
Added 37.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
14,532
shares
|
$660,479
0.03% of portfolio
|
Q3 2024
Reduced 72.69%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
11,000
shares
|
$499,950
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,455
shares
|
$475,179
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,432
shares
|
$474,134
0.02% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,075
shares
|
$457,908
0.01% of portfolio
|
Q4 2024
Added 17.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,930
shares
|
$451,318
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,726
shares
|
$442,046
0.44% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,627
shares
|
$437,547
0.03% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,552
shares
|
$434,138
0.0% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,226
shares
|
$419,321
0.0% of portfolio
|
Q4 2023
Added 6.6%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
9,182
shares
|
$417,321
0.04% of portfolio
|
Q3 2024
Added 70.48%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,096
shares
|
$413,413
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,070
shares
|
$412,231
0.01% of portfolio
|
Q3 2024
Reduced 24.86%
|