Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FDEC). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,819
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
34,217
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
30,716
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
29,978
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
29,553
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29,503
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2022
Added 67.35%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
28,368
shares
|
$1.28 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
26,569
shares
|
$1.2 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,509
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.07%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,320
shares
|
$1.1 Million
0.37% of portfolio
|
Q3 2021
Reduced 49.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
24,202
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 324.15%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
23,318
shares
|
$1.06 Million
0.99% of portfolio
|
Q3 2024
Added 101.63%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
23,248
shares
|
$1.05 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,340
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
22,124
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
21,481
shares
|
$972,015
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
21,402
shares
|
$968,440
1.1% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
21,191
shares
|
$958,892
0.41% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,288
shares
|
$918,032
0.0% of portfolio
|
Q3 2024
Reduced 33.24%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
19,689
shares
|
$890,927
0.37% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
19,657
shares
|
$889,479
0.29% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
19,635
shares
|
$888,483
0.93% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,289
shares
|
$872,827
0.03% of portfolio
|
Q3 2024
Reduced 38.63%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
19,200
shares
|
$868,800
0.44% of portfolio
|
Q4 2023
New holding
|