Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
87K+ 181.8% |
$3.24M - $3.63M
|
135K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.6K+ 339.07% |
$2.89M - $3.24M
|
100K
$4.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
75.2K+ 2200.44% |
$2.8M - $3.14M
|
78.6K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
25KNew |
$932K - $1.04M
|
25K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.6K+ 120.76% |
$728K - $817K
|
35.7K
$1.56M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 6.42% |
$596K - $668K
|
265K
$11.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
12.9KNew |
$480K - $538K
|
12.9K
$563K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 21.21% |
$474K - $532K
|
72.8K
$3.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$443K - $497K
|
11.9K
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 17.18% |
$385K - $432K
|
70.6K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 10.81% |
$374K - $420K
|
103K
$4.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
8.61K+ 8.37% |
$321K - $360K
|
112K
$4.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.68KNew |
$286K - $321K
|
7.68K
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.49K+ 225.13% |
$279K - $313K
|
10.8K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.45KNew |
$240K - $269K
|
6.45K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.01K+ 67.39% |
$224K - $251K
|
14.9K
$652K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.23KNew |
$195K - $218K
|
5.23K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$190K - $213K
|
5.1K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.07KNew |
$189K - $212K
|
5.07K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.06KNew |
$189K - $211K
|
5.06K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.02KNew |
$187K - $210K
|
5.02K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
4.99KNew |
$186K - $208K
|
4.99K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.98KNew |
$185K - $208K
|
4.98K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.36K+ 10.82% |
$163K - $182K
|
44.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.05KNew |
$151K - $169K
|
4.05K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.83K+ 42.62% |
$143K - $160K
|
12.8K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.07K+ 8.42% |
$114K - $128K
|
39.6K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.02K+ 25.71% |
$75.1K - $84.2K
|
9.86K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 0.97% |
$69.7K - $78.1K
|
195K
$8.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
670+ 8.75% |
$25K - $28K
|
8.33K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490+ 9.92% |
$18.2K - $20.5K
|
5.43K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129+ 11.49% |
$4.8K - $5.39K
|
1.25K
$54.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8- 0.13% |
$298 - $334
|
6.12K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36- 0.63% |
$1.34K - $1.5K
|
5.72K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55- 0.13% |
$2.05K - $2.3K
|
42.8K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-67- 0.48% |
$2.5K - $2.8K
|
13.9K
$605K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 2.93% |
$2.79K - $3.13K
|
2.49K
$109K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-107- 0.58% |
$3.98K - $4.47K
|
18.5K
$806K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-134- 19.23% |
$4.99K - $5.6K
|
563
$24.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-374- 1.1% |
$13.9K - $15.6K
|
33.7K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-400- 2.0% |
$14.9K - $16.7K
|
19.6K
$855K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-408- 3.34% |
$15.2K - $17K
|
11.8K
$516K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-495- 4.25% |
$18.4K - $20.7K
|
11.2K
$487K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-500- 7.67% |
$18.6K - $20.9K
|
6.02K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-588- 0.52% |
$21.9K - $24.6K
|
113K
$4.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-604- 0.53% |
$22.5K - $25.2K
|
113K
$4.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-654- 2.6% |
$24.4K - $27.3K
|
24.5K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-747- 20.09% |
$27.8K - $31.2K
|
2.97K
$130K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-768- 7.87% |
$28.6K - $32.1K
|
8.99K
$392K
|