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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
4,340
shares
|
$215,611
0.13% of portfolio
|
Q3 2025
Reduced 39.89%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
4,290
shares
|
$213,127
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,265
shares
|
$211,885
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,195
shares
|
$208,407
0.02% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
4,041
shares
|
$200,756
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,200
shares
|
$158,976
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,063
shares
|
$152,169
0.01% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
3,038
shares
|
$150,927
0.02% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
3,000
shares
|
$149,040
0.05% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,619
shares
|
$130,111
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,582
shares
|
$128,273
0.0% of portfolio
|
Q3 2025
Reduced 26.02%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$99,360
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,735
shares
|
$86,194
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,579
shares
|
$78,444
0.0% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,445
shares
|
$71,787
0.0% of portfolio
|
Q2 2025
Added 44.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,144
shares
|
$56,833
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,100
shares
|
$54,648
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
896
shares
|
$44,513
0.0% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
575
shares
|
$28,566
0.0% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
500
shares
|
$24,840
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
300
shares
|
$14,904
0.0% of portfolio
|
Q3 2025
Reduced 97.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
274
shares
|
$13,612
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
236
shares
|
$11,724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
193
shares
|
$9,588
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
106
shares
|
$5,266
0.0% of portfolio
|
Q3 2025
New holding
|
|