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 4.67 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
39,100
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
34,165
shares
|
$938,170
0.01% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
32,436
shares
|
$890,692
0.21% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
29,922
shares
|
$821,658
0.03% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
29,276
shares
|
$803,918
0.0% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
27,552
shares
|
$756,577
0.04% of portfolio
|
Q1 2024
Added 134.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,115
shares
|
$744,577
0.0% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
24,309
shares
|
$667,525
0.0% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
23,623
shares
|
$648,687
0.28% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
21,979
shares
|
$603,543
0.28% of portfolio
|
Q1 2024
Added 92.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
19,110
shares
|
$524,760
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
19,062
shares
|
$523,442
0.18% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
17,932
shares
|
$492,412
0.16% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
16,783
shares
|
$460,861
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
16,650
shares
|
$457,209
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
14,337
shares
|
$393,694
0.07% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
14,219
shares
|
$390,453
0.02% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
13,875
shares
|
$381,007
0.07% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
13,874
shares
|
$380,980
0.1% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,802
shares
|
$379,002
0.01% of portfolio
|
Q3 2024
Reduced 21.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
12,504
shares
|
$343,359
0.01% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
12,450
shares
|
$341,877
0.03% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,990
shares
|
$329,245
0.0% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
11,970
shares
|
$328,696
0.04% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,668
shares
|
$320,403
0.0% of portfolio
|
Q4 2023
Added 2.8%
|