Institutional Ownership First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (QDEC). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
43,311
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2024
Added 32.86%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
41,156
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
35,098
shares
|
$990,114
0.22% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
34,165
shares
|
$963,794
0.01% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
29,922
shares
|
$844,099
0.03% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
29,276
shares
|
$825,875
0.0% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,115
shares
|
$764,914
0.0% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
24,309
shares
|
$685,756
0.0% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
23,623
shares
|
$666,404
0.28% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
21,979
shares
|
$620,027
0.28% of portfolio
|
Q1 2024
Added 92.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
19,110
shares
|
$539,093
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,577
shares
|
$524,057
0.17% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
17,932
shares
|
$505,861
0.16% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
16,783
shares
|
$473,448
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
16,253
shares
|
$458,497
0.03% of portfolio
|
Q4 2024
Reduced 41.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,213
shares
|
$457,368
0.01% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
14,219
shares
|
$401,117
0.02% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
13,875
shares
|
$391,413
0.07% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
13,874
shares
|
$391,385
0.1% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,979
shares
|
$366,137
0.01% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
12,450
shares
|
$351,214
0.03% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,990
shares
|
$338,237
0.0% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
11,970
shares
|
$337,673
0.04% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,668
shares
|
$329,154
0.0% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,350
shares
|
$320,183
0.16% of portfolio
|
Q4 2022
New holding
|