Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FDEC). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 7.76 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
73,860
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
72,730
shares
|
$3.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
70,869
shares
|
$3.52 Million
0.76% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
64,887
shares
|
$3.22 Million
0.09% of portfolio
|
Q3 2025
Reduced 64.08%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
62,842
shares
|
$3.12 Million
0.74% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
52,029
shares
|
$2.58 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
51,811
shares
|
$2.57 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
37,003
shares
|
$1.84 Million
0.39% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
36,196
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Added 130.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
34,931
shares
|
$1.74 Million
0.09% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
33,741
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
33,183
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
32,163
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31,715
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
31,106
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
30,838
shares
|
$1.53 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
30,678
shares
|
$1.52 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,847
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
29,631
shares
|
$1.47 Million
1.39% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29,503
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2022
Added 67.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
29,206
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,709
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
25,978
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
25,500
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 188.43%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
25,367
shares
|
$1.26 Million
1.9% of portfolio
|
Q1 2025
Added 15.28%
|
|