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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,162
shares
|
$240,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
5,119
shares
|
$238,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
4,991
shares
|
$232,630
0.06% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
4,974
shares
|
$231,838
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,886
shares
|
$227,736
0.0% of portfolio
|
Q1 2025
Reduced 32.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,723
shares
|
$220,139
0.02% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,618
shares
|
$215,244
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,543
shares
|
$211,749
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,511
shares
|
$210,257
0.02% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,437
shares
|
$206,808
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,392
shares
|
$204,711
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
4,290
shares
|
$199,956
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,158
shares
|
$193,804
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
4,041
shares
|
$188,351
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,438
shares
|
$160,245
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,200
shares
|
$149,152
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$139,830
0.05% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,611
shares
|
$121,698
0.0% of portfolio
|
Q1 2025
Reduced 81.6%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,000
shares
|
$93,220
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,579
shares
|
$73,597
0.0% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,156
shares
|
$53,881
0.0% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,100
shares
|
$51,271
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,000
shares
|
$46,610
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
631
shares
|
$29,410
0.0% of portfolio
|
Q3 2024
Reduced 34.81%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
571
shares
|
$26,614
0.02% of portfolio
|
Q4 2024
New holding
|