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 157 institutions that hold shares in the stock, with a total of 9.62 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
29,555
shares
|
$1.38 Million
2.02% of portfolio
|
Q1 2025
Added 49.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29,503
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2022
Added 67.35%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
25,367
shares
|
$1.18 Million
1.86% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
24,453
shares
|
$1.14 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,320
shares
|
$1.13 Million
0.37% of portfolio
|
Q3 2021
Reduced 49.88%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
23,257
shares
|
$1.08 Million
0.48% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
23,179
shares
|
$1.08 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,519
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
21,872
shares
|
$1.02 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
21,402
shares
|
$997,547
1.1% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,099
shares
|
$936,814
0.01% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
19,661
shares
|
$916,399
0.08% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,639
shares
|
$915,373
0.0% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,565
shares
|
$911,924
0.25% of portfolio
|
Q1 2025
Added 24.42%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,991
shares
|
$885,170
0.0% of portfolio
|
Q1 2025
Reduced 71.71%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
18,861
shares
|
$879,111
0.58% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
18,799
shares
|
$876,221
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
18,327
shares
|
$854,221
0.0% of portfolio
|
Q1 2024
Reduced 19.78%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
18,270
shares
|
$851,564
0.01% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
17,436
shares
|
$812,691
0.15% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
16,640
shares
|
$775,590
0.35% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
16,091
shares
|
$750,001
0.31% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,719
shares
|
$732,662
0.01% of portfolio
|
Q2 2025
Added 73.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,662
shares
|
$636,785
0.0% of portfolio
|
Q1 2025
Reduced 36.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,301
shares
|
$619,959
0.03% of portfolio
|
Q1 2025
New holding
|