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 42 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $55.8 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 |
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%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,764
shares
|
$270,469
0.0% of portfolio
|
Q4 2024
Reduced 66.95%
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,838
shares
|
$250,847
0.1% of portfolio
|
Q3 2023
Reduced 17.15%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,699
shares
|
$205,521
0.06% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,450
shares
|
$51,915
0.0% of portfolio
|
Q1 2025
Added 8.31%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,240
shares
|
$47,465
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,216
shares
|
$46,957
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,000
shares
|
$42,380
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,791
shares
|
$37,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
809
shares
|
$17,142
0.0% of portfolio
|
Q4 2024
Added 80800.0%
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
803
shares
|
$17,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
634
shares
|
$13,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
453
shares
|
$9,599
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
306
shares
|
$6,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
67
shares
|
$1,419
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|