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 116 institutions that hold shares in the stock, with a total of 6.99 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,718
shares
|
$85,453
0.0% of portfolio
|
Q3 2025
Reduced 45.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,496
shares
|
$78,474
0.0% of portfolio
|
Q3 2025
Reduced 54.95%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,235
shares
|
$70,268
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$31,440
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
857
shares
|
$26,944
0.0% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
716
shares
|
$22,511
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
487
shares
|
$15,311
0.0% of portfolio
|
Q3 2025
Reduced 32.64%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
370
shares
|
$11,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
329
shares
|
$10,343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
311
shares
|
$9,777
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$9,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
250
shares
|
$7,860
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
247
shares
|
$7,765
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
150
shares
|
$4,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
87
shares
|
$2,735
0.0% of portfolio
|
Q1 2025
Reduced 74.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|