Institutional Ownership First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (QDEC). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 8.1 Million shares, which have been reported (via 13F filing form) to have a value of $228 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,857,060
shares
|
$51.4 Million
18.77% of portfolio
|
Q4 2024
Added 3016.45%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
1,795,627
shares
|
$49.7 Million
31.81% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
437,036
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
302,411
shares
|
$8.38 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
283,959
shares
|
$7.87 Million
0.05% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
257,192
shares
|
$7.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
232,626
shares
|
$6.44 Million
0.18% of portfolio
|
Q4 2020
Reduced 82.19%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
222,315
shares
|
$6.16 Million
0.01% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
193,357
shares
|
$5.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
179,810
shares
|
$4.98 Million
1.76% of portfolio
|
Q4 2024
Reduced 28.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
162,571
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
122,013
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
120,771
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.49%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
116,835
shares
|
$3.24 Million
1.6% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
112,380
shares
|
$3.11 Million
0.09% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
100,143
shares
|
$2.77 Million
0.08% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
97,079
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
94,482
shares
|
$2.62 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
93,468
shares
|
$2.59 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
90,849
shares
|
$2.52 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
82,521
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
73,369
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 511.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
70,718
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
68,442
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
68,140
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 74.27%
|