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 102 institutions that hold shares in the stock, with a total of 8.45 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,345
shares
|
$449,148
0.0% of portfolio
|
Q1 2025
Added 61.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,324
shares
|
$448,533
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
14,764
shares
|
$432,142
0.02% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
14,565
shares
|
$426,317
0.04% of portfolio
|
Q1 2025
Added 112.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,109
shares
|
$383,700
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
13,039
shares
|
$381,651
0.04% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,918
shares
|
$378,109
0.05% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
12,717
shares
|
$372,226
0.02% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,600
shares
|
$368,802
0.02% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
12,496
shares
|
$365,757
0.55% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
11,982
shares
|
$350,713
0.04% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,350
shares
|
$332,214
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,700
shares
|
$313,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,548
shares
|
$308,739
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,500
shares
|
$307,335
0.02% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
10,413
shares
|
$304,788
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,152
shares
|
$297,149
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,765
shares
|
$285,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
9,677
shares
|
$283,245
0.04% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,550
shares
|
$279,528
0.07% of portfolio
|
Q2 2025
Reduced 39.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
9,481
shares
|
$277,508
0.01% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
9,000
shares
|
$263,430
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,361
shares
|
$244,726
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8,353
shares
|
$244,492
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,061
shares
|
$235,945
0.01% of portfolio
|
Q1 2025
Reduced 37.89%
|