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 90 institutions that hold shares in the stock, with a total of 5.9 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
794,446
shares
|
$21.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 31.17%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
695,787
shares
|
$18.6 Million
0.04% of portfolio
|
Q2 2024
Added 1.42%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
399,001
shares
|
$10.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
287,450
shares
|
$7.67 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
277,269
shares
|
$7.4 Million
0.0% of portfolio
|
Q2 2024
Added 144.84%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
235,430
shares
|
$6.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.53%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
232,626
shares
|
$6.21 Million
0.18% of portfolio
|
Q4 2020
Reduced 82.19%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
203,577
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
201,046
shares
|
$5.36 Million
1.31% of portfolio
|
Q2 2024
Added 12.61%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
169,529
shares
|
$4.52 Million
0.03% of portfolio
|
Q2 2024
Reduced 86.03%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
129,151
shares
|
$3.45 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Kaye Capital Management
El Segundo, CA |
Jul 22, 2024 Q2 2024 |
124,576
shares
|
$3.32 Million
1.48% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
121,582
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2024
Added 0.93%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
115,840
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
100,099
shares
|
$2.67 Million
0.09% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
98,197
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2024
Added 39.85%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
95,494
shares
|
$2.55 Million
0.08% of portfolio
|
Q2 2024
Reduced 35.53%
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
93,825
shares
|
$2.5 Million
1.1% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
93,252
shares
|
$2.49 Million
0.88% of portfolio
|
Q2 2024
Reduced 17.48%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
83,957
shares
|
$2.24 Million
0.03% of portfolio
|
Q1 2024
Added 0.25%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
83,273
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
71,449
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
70,980
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2024
Added 8.2%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
64,885
shares
|
$1.73 Million
0.58% of portfolio
|
Q2 2024
Reduced 56.99%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
60,859
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2024
Added 5.78%
|