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 82 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
619,075
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2024
Added 123.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
504,790
shares
|
$14.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
443,947
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 44.12%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
249,872
shares
|
$7.02 Million
2.61% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
234,784
shares
|
$6.6 Million
0.04% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
232,626
shares
|
$6.53 Million
0.18% of portfolio
|
Q4 2020
Reduced 82.19%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
211,267
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
199,609
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
162,571
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
122,725
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
119,413
shares
|
$3.35 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
119,293
shares
|
$3.35 Million
1.39% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
110,731
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
97,948
shares
|
$2.75 Million
0.91% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
95,697
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
92,757
shares
|
$2.61 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
83,273
shares
|
$2.34 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
83,047
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
71,086
shares
|
$2 Million
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
64,290
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.12%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
59,589
shares
|
$1.67 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
52,757
shares
|
$1.48 Million
0.33% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
49,193
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 106.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
45,806
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
43,311
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2024
Added 32.86%
|