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 152 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $423 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 |
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
23,257
shares
|
$1.12 Million
0.47% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
22,883
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,519
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
21,978
shares
|
$1.06 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
21,402
shares
|
$1.03 Million
1.1% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
21,220
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
20,000
shares
|
$961,400
0.42% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
19,920
shares
|
$957,554
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,710
shares
|
$947,459
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
18,889
shares
|
$907,994
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
18,861
shares
|
$906,648
0.58% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
18,799
shares
|
$903,667
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,327
shares
|
$880,978
0.0% of portfolio
|
Q1 2024
Reduced 19.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
17,228
shares
|
$828,149
0.03% of portfolio
|
Q2 2025
Added 211.88%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
17,171
shares
|
$825,409
0.14% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
17,000
shares
|
$817,190
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
16,649
shares
|
$800,317
0.21% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,412
shares
|
$788,924
0.04% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
16,091
shares
|
$773,494
0.31% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,719
shares
|
$755,612
0.01% of portfolio
|
Q2 2025
Added 73.04%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
14,613
shares
|
$702,446
0.0% of portfolio
|
Q2 2025
Added 46.47%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
14,423
shares
|
$693,313
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,885
shares
|
$667,451
0.03% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,945
shares
|
$622,266
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,759
shares
|
$613,325
0.45% of portfolio
|
Q2 2025
Added 39.73%
|