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 99 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $266 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 |
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
70,718
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
58,844
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
52,624
shares
|
$1.39 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
48,028
shares
|
$1.27 Million
0.26% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
47,638
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
45,558
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
43,682
shares
|
$1.16 Million
0.93% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
41,872
shares
|
$1.11 Million
0.32% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,126
shares
|
$823,905
0.01% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
29,916
shares
|
$791,876
0.03% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,866
shares
|
$764,083
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
28,587
shares
|
$756,697
0.02% of portfolio
|
Q1 2025
Added 221.64%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
28,020
shares
|
$741,689
0.08% of portfolio
|
Q1 2025
Added 191.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,115
shares
|
$717,734
0.0% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
25,287
shares
|
$669,346
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25,198
shares
|
$666,991
0.3% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
21,979
shares
|
$581,784
0.27% of portfolio
|
Q1 2024
Added 92.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
20,797
shares
|
$550,496
0.07% of portfolio
|
Q1 2025
Added 178.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,820
shares
|
$524,635
0.0% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,589
shares
|
$492,050
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
18,577
shares
|
$491,733
0.16% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
18,044
shares
|
$477,624
0.07% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,612
shares
|
$466,189
0.01% of portfolio
|
Q4 2024
Reduced 78.85%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
17,558
shares
|
$464,760
0.13% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,763
shares
|
$417,246
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|