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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,708
shares
|
$151,842
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,564
shares
|
$104,995
0.01% of portfolio
|
Q4 2024
Reduced 27.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,116
shares
|
$86,650
0.01% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,994
shares
|
$81,654
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,313
shares
|
$53,767
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,312
shares
|
$53,726
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,188
shares
|
$48,648
0.0% of portfolio
|
Q2 2024
Reduced 18.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,109
shares
|
$45,413
0.0% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,096
shares
|
$44,881
0.0% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
745
shares
|
$30,507
0.01% of portfolio
|
Q4 2023
Reduced 5.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
697
shares
|
$28,542
0.0% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
596
shares
|
$24,406
0.0% of portfolio
|
Q4 2024
Reduced 46.69%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
541
shares
|
$22,153
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
200
shares
|
$8,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
179
shares
|
$7,330
0.0% of portfolio
|
Q3 2024
Reduced 97.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$122
0.01% of portfolio
|
Q4 2024
Reduced 99.9%
|