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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,320
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2021
Reduced 49.88%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
23,177
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
22,883
shares
|
$1.14 Million
0.41% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
21,978
shares
|
$1.09 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,716
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 32.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
21,402
shares
|
$1.06 Million
1.1% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,168
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 17.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
19,886
shares
|
$987,936
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
18,861
shares
|
$937,014
0.57% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
18,814
shares
|
$934,679
0.01% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,260
shares
|
$907,156
0.05% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,856
shares
|
$887,086
0.0% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
17,000
shares
|
$844,560
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,748
shares
|
$832,040
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,699
shares
|
$829,606
0.13% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
16,629
shares
|
$826,128
0.3% of portfolio
|
Q3 2025
Reduced 29.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
16,153
shares
|
$802,481
0.0% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
16,127
shares
|
$801,189
0.24% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
15,716
shares
|
$780,770
0.3% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
14,678
shares
|
$729,203
0.47% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
14,393
shares
|
$715,044
0.03% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
14,325
shares
|
$711,666
0.03% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
13,903
shares
|
$690,701
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
13,455
shares
|
$668,444
0.01% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,889
shares
|
$640,325
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|