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 45 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $64.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
14,683
shares
|
$316,565
0.01% of portfolio
|
Q3 2025
Reduced 26.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,420
shares
|
$289,335
0.01% of portfolio
|
Q1 2021
Reduced 38.24%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,838
shares
|
$255,227
0.1% of portfolio
|
Q3 2023
Reduced 17.15%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,775
shares
|
$146,069
0.05% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,118
shares
|
$88,784
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$64,679
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,240
shares
|
$48,294
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$37,298
0.0% of portfolio
|
Q3 2025
Reduced 29.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,618
shares
|
$34,884
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,426
shares
|
$30,744
0.0% of portfolio
|
Q3 2025
Added 15744.44%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,364
shares
|
$29,407
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
809
shares
|
$17,442
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
462
shares
|
$9,960
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
306
shares
|
$6,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
174
shares
|
$3,751
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
150
shares
|
$3,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
68
shares
|
$1,466
0.0% of portfolio
|
Q3 2025
Reduced 69.91%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
67
shares
|
$1,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|