Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
166KNew |
$4.98M - $5.1M
|
166K
$6.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.1KNew |
$2.1M - $2.15M
|
70.1K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65.3KNew |
$1.96M - $2.01M
|
65.3K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
65.3KNew |
$1.96M - $2.01M
|
65.3K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.5K+ 232.28% |
$1.48M - $1.52M
|
70.7K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48.6KNew |
$1.46M - $1.49M
|
48.6K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.3K+ 51.5% |
$1.15M - $1.18M
|
113K
$4.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37.2K+ 15.34% |
$1.12M - $1.14M
|
279K
$11.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.3K+ 129.16% |
$1.09M - $1.12M
|
64.4K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.9KNew |
$1.05M - $1.07M
|
34.9K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
32KNew |
$960K - $983K
|
32K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.3K+ 42.21% |
$940K - $962K
|
106K
$4.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.9K+ 66.55% |
$926K - $948K
|
77.3K
$3.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28.8K+ 58.28% |
$865K - $885K
|
78.3K
$3.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.4K+ 125.74% |
$791K - $810K
|
47.4K
$1.92M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
22.1KNew |
$663K - $679K
|
22.1K
$896K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.8KNew |
$565K - $579K
|
18.8K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 6.41% |
$542K - $555K
|
300K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15KNew |
$451K - $462K
|
15K
$610K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
14.6KNew |
$439K - $449K
|
14.6K
$593K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4KNew |
$433K - $443K
|
14.4K
$585K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$421K - $430K
|
14K
$569K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8K+ 98.29% |
$354K - $363K
|
23.8K
$967K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 87.14% |
$340K - $348K
|
24.3K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10.7KNew |
$321K - $328K
|
10.7K
$433K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10KNew |
$301K - $308K
|
10K
$407K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10K+ 89.69% |
$300K - $307K
|
21.2K
$858K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.93KNew |
$208K - $213K
|
6.93K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.43K+ 9.4% |
$163K - $167K
|
63.2K
$2.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9KNew |
$147K - $150K
|
4.9K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24KNew |
$37.3K - $38.2K
|
1.24K
$50.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
825New |
$24.8K - $25.3K
|
825
$33.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
800+ 10.53% |
$24K - $24.6K
|
8.4K
$341K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
557New |
$16.7K - $17.1K
|
557
$22.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
494New |
$14.8K - $15.2K
|
494
$20K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 0.18% |
$600 - $614
|
10.8K
$439K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-164- 0.71% |
$4.92K - $5.04K
|
23K
$933K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-639- 1.0% |
$19.2K - $19.6K
|
63.2K
$2.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-800- 9.65% |
$24K - $24.6K
|
7.49K
$304K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-851- 2.56% |
$25.5K - $26.1K
|
32.4K
$1.32M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.59K- 8.31% |
$47.6K - $48.8K
|
17.5K
$711K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.65K- 17.46% |
$49.5K - $50.7K
|
7.8K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.72K- 17.22% |
$81.5K - $83.4K
|
13.1K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.36K- 4.57% |
$131K - $134K
|
91K
$3.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.93K- 5.2% |
$208K - $213K
|
126K
$5.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-6.99K- 23.33% |
$210K - $215K
|
23K
$932K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-7.13K- 28.62% |
$214K - $219K
|
17.8K
$721K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.8K- 6.09% |
$324K - $332K
|
166K
$6.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-11.2K- 3.17% |
$336K - $344K
|
342K
$13.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.5K- 60.2% |
$405K - $415K
|
8.93K
$362K
|