Institutional Ownership First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 2.33 Million shares, which have been reported (via 13F filing form) to have a value of $48.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Aug 09, 2024 Q2 2024 |
716,123
shares
|
$15 Million
1.62% of portfolio
|
Q2 2024
Added 19.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
297,400
shares
|
$6.22 Million
0.05% of portfolio
|
Q2 2024
Added 2206.68%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
239,593
shares
|
$5.01 Million
2.24% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,259
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
122,530
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Jul 29, 2024 Q2 2024 |
117,007
shares
|
$2.45 Million
1.47% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
115,570
shares
|
$2.42 Million
0.03% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
81,240
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
66,933
shares
|
$1.4 Million
0.19% of portfolio
|
Q2 2024
Reduced 27.5%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
58,961
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,294
shares
|
$780,190
0.0% of portfolio
|
Q2 2024
Reduced 65.82%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
29,381
shares
|
$614,650
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,272
shares
|
$465,930
0.09% of portfolio
|
Q1 2023
Reduced 0.04%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
22,265
shares
|
$465,783
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
20,084
shares
|
$420,157
0.03% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
19,255
shares
|
$402,814
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
18,588
shares
|
$388,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
18,019
shares
|
$376,957
0.19% of portfolio
|
Q2 2024
Reduced 96.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,567
shares
|
$367,501
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
16,055
shares
|
$335,870
0.02% of portfolio
|
Q2 2024
Reduced 21.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
15,715
shares
|
$328,757
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
15,000
shares
|
$313,800
0.03% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,797
shares
|
$309,553
0.03% of portfolio
|
Q4 2023
Reduced 6.19%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
14,765
shares
|
$308,883
0.16% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
14,392
shares
|
$301,080
0.07% of portfolio
|
Q2 2024
Reduced 0.53%
|