Purchases and Sales Made in Q4 2024 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 2024. 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 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
81.1K+ 153.71% |
$3.2M - $3.29M
|
134K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.2KNew |
$2.65M - $2.73M
|
67.2K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.5K+ 44.64% |
$2.3M - $2.37M
|
190K
$7.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.2K+ 19.5% |
$1.7M - $1.75M
|
265K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 3881.61% |
$1.7M - $1.75M
|
44.2K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
33.8K+ 141.77% |
$1.33M - $1.37M
|
57.6K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
31.1KNew |
$1.22M - $1.26M
|
31.1K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
26.7K+ 213.41% |
$1.05M - $1.08M
|
39.3K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.6KNew |
$891K - $917K
|
22.6K
$927K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.3KNew |
$838K - $862K
|
21.3K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
21.2KNew |
$836K - $860K
|
21.2K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.2KNew |
$638K - $657K
|
16.2K
$664K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10.6KNew |
$416K - $429K
|
10.6K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.44K+ 91.39% |
$293K - $302K
|
15.6K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.3K+ 38.47% |
$288K - $296K
|
26.3K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.08KNew |
$279K - $287K
|
7.08K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.76KNew |
$266K - $274K
|
6.76K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.34KNew |
$250K - $257K
|
6.34K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.05KNew |
$238K - $245K
|
6.05K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6KNew |
$236K - $243K
|
6K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.66K+ 21.61% |
$223K - $230K
|
31.9K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.34KNew |
$210K - $217K
|
5.34K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$201K - $207K
|
5.1K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.03KNew |
$198K - $204K
|
5.03K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.94K+ 29.57% |
$195K - $200K
|
21.6K
$888K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.19K+ 23.88% |
$165K - $170K
|
21.7K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.51K+ 12.25% |
$138K - $143K
|
32.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.46K+ 1731.5% |
$136K - $140K
|
3.66K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.48K+ 30.88% |
$97.8K - $101K
|
10.5K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.1K+ 2.26% |
$82.6K - $85K
|
94.9K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
685New |
$27K - $27.8K
|
685
$28.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
541New |
$21.3K - $21.9K
|
541
$22.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
431+ 20.37% |
$17K - $17.5K
|
2.55K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
196New |
$7.72K - $7.95K
|
196
$8.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152+ 84.92% |
$5.99K - $6.17K
|
331
$13.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
88+ 0.82% |
$3.47K - $3.57K
|
10.8K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1- -0.0% |
$39.4 - $40.6
|
20.6K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9- 0.45% |
$355 - $365
|
1.99K
$81.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 0.08% |
$473 - $487
|
15K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-250- 2.31% |
$9.85K - $10.1K
|
10.6K
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-281- 3.52% |
$11.1K - $11.4K
|
7.71K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-291- 7.85% |
$11.5K - $11.8K
|
3.42K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-295- 39.6% |
$11.6K - $12K
|
450
$18.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-500- 9.09% |
$19.7K - $20.3K
|
5K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-522- 46.69% |
$20.6K - $21.2K
|
596
$24.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-631- 2.02% |
$24.9K - $25.6K
|
30.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-763- 6.21% |
$30.1K - $31K
|
11.5K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-989- 27.84% |
$39K - $40.1K
|
2.56K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 19.82% |
$39.4K - $40.6K
|
4.05K
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.02K- 2.44% |
$40.1K - $41.3K
|
40.8K
$1.67M
|