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 81 institutions that hold shares in the stock, with a total of 4.66 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 |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,350
shares
|
$311,103
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,914
shares
|
$299,152
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,805
shares
|
$296,165
0.06% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
10,500
shares
|
$287,805
0.02% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
10,102
shares
|
$276,895
0.05% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
9,979
shares
|
$273,524
0.29% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
9,143
shares
|
$250,609
0.19% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,888
shares
|
$243,620
0.01% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
8,353
shares
|
$228,955
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,309
shares
|
$227,749
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,247
shares
|
$226,050
0.01% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,171
shares
|
$223,967
0.0% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,935
shares
|
$217,498
0.0% of portfolio
|
Q3 2024
Added 236.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,890
shares
|
$216,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,701
shares
|
$211,084
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,893
shares
|
$188,937
0.0% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,865
shares
|
$188,169
0.02% of portfolio
|
Q1 2024
Reduced 14.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,469
shares
|
$177,315
0.01% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,233
shares
|
$143,436
0.01% of portfolio
|
Q2 2024
Added 34.77%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
4,686
shares
|
$128,443
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,111
shares
|
$112,682
0.0% of portfolio
|
Q1 2024
Added 17.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,000
shares
|
$82,230
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,510
shares
|
$68,799
0.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,039
shares
|
$55,888
0.0% of portfolio
|
Q3 2024
Added 343.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,344
shares
|
$36,839
0.0% of portfolio
|
Q3 2024
New holding
|