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 91 institutions that hold shares in the stock, with a total of 4.62 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,809
shares
|
$442,628
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,776
shares
|
$441,277
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,800
shares
|
$401,310
0.02% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,344
shares
|
$341,686
0.0% of portfolio
|
Q3 2024
Reduced 53.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,327
shares
|
$340,990
0.04% of portfolio
|
Q1 2024
Reduced 15.24%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,138
shares
|
$333,251
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,037
shares
|
$329,115
0.0% of portfolio
|
Q3 2024
Reduced 23.73%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
7,712
shares
|
$315,806
0.12% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
7,386
shares
|
$302,456
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
7,211
shares
|
$295,290
0.13% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
6,743
shares
|
$276,125
0.08% of portfolio
|
Q4 2023
Reduced 32.91%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,565
shares
|
$268,836
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,353
shares
|
$260,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,343
shares
|
$259,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
6,220
shares
|
$254,709
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
6,120
shares
|
$250,614
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
6,048
shares
|
$247,665
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,797
shares
|
$237,387
0.02% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$236,691
0.0% of portfolio
|
Q3 2024
Reduced 86.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,500
shares
|
$225,225
0.0% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,372
shares
|
$219,983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
5,338
shares
|
$218,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,006
shares
|
$204,995
0.0% of portfolio
|
Q3 2024
Added 844.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,941
shares
|
$202,333
0.0% of portfolio
|
Q2 2024
Added 24.74%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,045
shares
|
$165,642
0.07% of portfolio
|
Q4 2024
Reduced 19.82%
|