Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (DDEC). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
264,737
shares
|
$10.4 Million
0.02% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
194,370
shares
|
$7.61 Million
6.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
189,511
shares
|
$7.42 Million
0.04% of portfolio
|
Q4 2024
Added 44.64%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
135,449
shares
|
$5.31 Million
0.61% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
125,337
shares
|
$4.91 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
115,361
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
108,173
shares
|
$4.24 Million
1.08% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
102,970
shares
|
$4.03 Million
0.88% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
96,488
shares
|
$3.78 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
92,945
shares
|
$3.64 Million
0.01% of portfolio
|
Q1 2025
Added 44.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
88,440
shares
|
$3.46 Million
0.11% of portfolio
|
Q4 2020
Reduced 59.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
85,992
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2025
Added 49.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
77,365
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 50.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
75,953
shares
|
$2.98 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
73,398
shares
|
$2.87 Million
0.1% of portfolio
|
Q1 2025
Added 86.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
67,234
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
65,300
shares
|
$2.56 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
65,300
shares
|
$2.56 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
60,259
shares
|
$2.36 Million
0.06% of portfolio
|
Q1 2025
Added 36.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
60,076
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
57,858
shares
|
$2.27 Million
0.15% of portfolio
|
Q1 2025
Reduced 57.37%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
52,618
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 79.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,497
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
49,941
shares
|
$1.96 Million
0.76% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
49,229
shares
|
$1.93 Million
0.4% of portfolio
|
Q1 2025
Added 20.8%
|