Institutional Ownership First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (QDEC). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,349,479
shares
|
$42.4 Million
0.05% of portfolio
|
Q3 2025
Added 189.26%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
536,296
shares
|
$16.9 Million
4.74% of portfolio
|
Q3 2025
Reduced 74.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
465,061
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
441,852
shares
|
$13.9 Million
5.68% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
395,129
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
349,334
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
247,571
shares
|
$7.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
232,626
shares
|
$7.31 Million
0.18% of portfolio
|
Q4 2020
Reduced 82.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
169,591
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
162,571
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
154,128
shares
|
$4.85 Million
1.81% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
151,255
shares
|
$4.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
125,837
shares
|
$3.96 Million
0.35% of portfolio
|
Q3 2025
Reduced 48.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
112,055
shares
|
$3.52 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
101,866
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
89,262
shares
|
$2.81 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
82,887
shares
|
$2.61 Million
0.87% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
80,819
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
77,570
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
75,940
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
70,508
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
68,606
shares
|
$2.16 Million
2.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
61,543
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
60,020
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Added 191.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
55,861
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2025
Reduced 23.41%
|
|