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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,870
shares
|
$403,141
0.01% of portfolio
|
Q3 2024
Added 87.61%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
8,362
shares
|
$380,052
0.01% of portfolio
|
Q3 2024
Reduced 29.43%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,291
shares
|
$376,825
0.04% of portfolio
|
Q4 2024
Added 55.96%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
8,264
shares
|
$375,598
0.3% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,219
shares
|
$373,553
0.04% of portfolio
|
Q1 2024
Reduced 28.39%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
8,151
shares
|
$370,462
0.08% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
8,113
shares
|
$368,735
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,777
shares
|
$353,464
0.01% of portfolio
|
Q4 2023
Added 64.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,709
shares
|
$350,374
0.01% of portfolio
|
Q2 2024
Reduced 76.52%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
7,650
shares
|
$347,692
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
7,636
shares
|
$347,056
0.07% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,168
shares
|
$325,785
0.01% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
6,598
shares
|
$299,879
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,551
shares
|
$297,742
0.02% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
6,537
shares
|
$297,106
0.07% of portfolio
|
Q2 2024
Reduced 20.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,282
shares
|
$285,516
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,235
shares
|
$283,380
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
6,143
shares
|
$279,199
0.16% of portfolio
|
Q1 2024
Added 20.79%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
6,114
shares
|
$277,881
0.02% of portfolio
|
Q1 2024
Reduced 48.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
6,022
shares
|
$273,699
0.05% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,997
shares
|
$272,563
0.01% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,875
shares
|
$267,018
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,652
shares
|
$256,883
0.02% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
5,474
shares
|
$248,793
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,394
shares
|
$245,157
0.03% of portfolio
|
Q4 2024
Reduced 3.7%
|