Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (DDEC). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,927
shares
|
$669,462
0.01% of portfolio
|
Q4 2024
Reduced 85.67%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
16,192
shares
|
$640,393
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
15,575
shares
|
$615,991
0.06% of portfolio
|
Q4 2024
Added 91.39%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
15,557
shares
|
$615,279
0.48% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
15,225
shares
|
$602,148
0.23% of portfolio
|
Q3 2023
Reduced 49.7%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,161
shares
|
$599,617
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
15,022
shares
|
$594,120
0.11% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
14,012
shares
|
$554,174
0.0% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,110
shares
|
$478,950
0.63% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,713
shares
|
$463,249
0.02% of portfolio
|
Q4 2024
Reduced 57.44%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
11,523
shares
|
$455,734
0.49% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,776
shares
|
$426,190
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
10,570
shares
|
$418,043
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,559
shares
|
$417,608
0.01% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,519
shares
|
$416,026
0.0% of portfolio
|
Q4 2024
Added 30.88%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,800
shares
|
$387,590
0.02% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,694
shares
|
$383,397
0.0% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,327
shares
|
$329,332
0.03% of portfolio
|
Q1 2024
Reduced 15.24%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
7,712
shares
|
$305,009
0.12% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
7,386
shares
|
$292,116
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
7,293
shares
|
$288,438
0.29% of portfolio
|
Q4 2024
Added 19.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
7,211
shares
|
$285,195
0.12% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,083
shares
|
$280,132
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
6,755
shares
|
$267,160
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
6,743
shares
|
$266,685
0.07% of portfolio
|
Q4 2023
Reduced 32.91%
|