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 114 institutions that hold shares in the stock, with a total of 3.35 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,878
shares
|
$303,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,763
shares
|
$298,180
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
6,220
shares
|
$274,239
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
6,048
shares
|
$266,656
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,015
shares
|
$265,201
0.11% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
5,980
shares
|
$263,658
0.17% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
5,728
shares
|
$252,547
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
5,715
shares
|
$251,974
0.07% of portfolio
|
Q2 2025
Reduced 82.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
5,615
shares
|
$247,565
0.11% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,431
shares
|
$239,452
0.0% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,426
shares
|
$239,232
0.02% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,338
shares
|
$235,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
5,130
shares
|
$226,181
0.02% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
5,100
shares
|
$224,859
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
5,100
shares
|
$224,859
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,071
shares
|
$223,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,017
shares
|
$221,199
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
4,989
shares
|
$219,965
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,964
shares
|
$218,862
0.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
4,743
shares
|
$209,118
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,599
shares
|
$202,769
0.0% of portfolio
|
Q3 2025
Added 54.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$198,405
0.02% of portfolio
|
Q1 2025
Added 149900.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$178,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,045
shares
|
$178,344
0.07% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,142
shares
|
$138,530
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|