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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,230
shares
|
$237,703
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
5,104
shares
|
$231,976
0.07% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,974
shares
|
$226,068
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,724
shares
|
$214,705
0.0% of portfolio
|
Q3 2024
Reduced 48.55%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
4,041
shares
|
$183,663
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
3,438
shares
|
$156,257
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,368
shares
|
$153,075
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
3,000
shares
|
$136,350
0.05% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,060
shares
|
$93,627
0.0% of portfolio
|
Q3 2024
Added 780.34%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,000
shares
|
$90,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,716
shares
|
$77,992
0.0% of portfolio
|
Q3 2024
Added 84.91%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$68,175
0.0% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,403
shares
|
$63,766
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,144
shares
|
$51,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,100
shares
|
$49,995
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
631
shares
|
$28,678
0.0% of portfolio
|
Q3 2024
Reduced 34.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
316
shares
|
$14,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
274
shares
|
$12,453
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
200
shares
|
$9,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
193
shares
|
$8,771
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
113
shares
|
$5,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17
shares
|
$772
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$136
0.01% of portfolio
|
Q4 2024
Reduced 99.91%
|