Institutional Ownership First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $55 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 |
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
905,926
shares
|
$19.2 Million
1.72% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
320,145
shares
|
$6.78 Million
5.65% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
278,330
shares
|
$5.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,259
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,619
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
91,112
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
87,760
shares
|
$1.86 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
79,957
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
72,153
shares
|
$1.53 Million
0.81% of portfolio
|
Q1 2025
Added 385.16%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
67,354
shares
|
$1.43 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
43,936
shares
|
$931,003
0.04% of portfolio
|
Q4 2024
Added 58.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,704
shares
|
$777,757
0.0% of portfolio
|
Q4 2024
Added 262.12%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
33,280
shares
|
$705,203
0.07% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
31,021
shares
|
$657,334
0.61% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
29,277
shares
|
$620,379
0.02% of portfolio
|
Q4 2024
Reduced 50.35%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
26,606
shares
|
$563,781
0.5% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,272
shares
|
$471,943
0.09% of portfolio
|
Q1 2023
Reduced 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
20,326
shares
|
$430,707
0.01% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,098
shares
|
$404,686
0.0% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,544
shares
|
$392,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
17,714
shares
|
$375,359
0.19% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,797
shares
|
$313,548
0.03% of portfolio
|
Q4 2023
Reduced 6.19%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
14,073
shares
|
$298,206
0.1% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$284,369
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
13,162
shares
|
$278,902
0.18% of portfolio
|
Q1 2025
Reduced 1.53%
|