Purchases and Sales Made in Q1 2025 in First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (DDEC) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37- 0.64% |
$1.44K - $1.52K
|
5.76K
$235K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51- 15.41% |
$1.98K - $2.1K
|
280
$11.4K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85- 0.61% |
$3.31K - $3.49K
|
13.9K
$568K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-112- 0.15% |
$4.36K - $4.6K
|
75.8K
$3.09M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-169- 0.28% |
$6.58K - $6.95K
|
60.1K
$2.45M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-251- 42.11% |
$9.77K - $10.3K
|
345
$14.1K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366- 47.78% |
$14.2K - $15K
|
400
$16.3K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-627- 3.04% |
$24.4K - $25.8K
|
20K
$815K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-670- 8.05% |
$26.1K - $27.5K
|
7.66K
$312K
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-950- 14.47% |
$37K - $39K
|
5.62K
$229K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 2.77% |
$47.5K - $50.2K
|
42.8K
$1.75M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.33K- 2.52% |
$51.6K - $54.5K
|
51.3K
$2.09M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.39K- 6.53% |
$53.9K - $57K
|
19.8K
$808K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.43K- 6.75% |
$55.8K - $58.9K
|
19.8K
$808K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.93K- 5.16% |
$75.3K - $79.5K
|
35.6K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.55KClosed |
$99.1K - $105K
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.74K- 9.83% |
$107K - $113K
|
25.2K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.39K- 12.91% |
$132K - $139K
|
22.9K
$933K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.88K- 53.86% |
$151K - $160K
|
3.33K
$136K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.41K- 49.7% |
$327K - $346K
|
8.52K
$347K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-9.55K- 24.39% |
$372K - $392K
|
29.6K
$1.21M
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-12K- 60.74% |
$467K - $493K
|
7.76K
$316K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 9.62% |
$469K - $496K
|
113K
$4.62M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 54.22% |
$512K - $540K
|
11.1K
$452K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.5K- 53.82% |
$643K - $679K
|
14.2K
$578K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 63.33% |
$1M - $1.06M
|
15K
$610K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.2K- 83.72% |
$1.25M - $1.32M
|
6.27K
$256K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-77.8K- 57.37% |
$3.03M - $3.2M
|
57.9K
$2.36M
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-156K- 80.16% |
$6.06M - $6.4M
|
38.6K
$1.57M
|