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 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 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-422- 35.52% |
$16.6K - $17.1K
|
766
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-500- 9.09% |
$19.7K - $20.3K
|
5K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-509- 38.8% |
$20.1K - $20.7K
|
803
$32.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-522- 46.69% |
$20.6K - $21.2K
|
596
$24.5K
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.35K- 12.2% |
$53.1K - $54.6K
|
9.69K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.37K- 8.1% |
$54.1K - $55.7K
|
15.6K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.71K- 18.76% |
$67.2K - $69.2K
|
7.39K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 2.86% |
$70K - $72.1K
|
60.2K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.1K- 10.41% |
$82.8K - $85.3K
|
18.1K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.86K- 99.9% |
$113K - $116K
|
3
$123
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.04K- 7.63% |
$159K - $164K
|
48.9K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.92K- 10.04% |
$194K - $200K
|
44K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.94K- 98.64% |
$195K - $200K
|
68
$2.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.8K- 7.09% |
$228K - $235K
|
76K
$3.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11.6K- 36.9% |
$455K - $469K
|
19.8K
$811K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 10.99% |
$561K - $578K
|
115K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.2K- 38.6% |
$600K - $618K
|
24.2K
$995K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 57.44% |
$623K - $641K
|
11.7K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-50.9K- 64.6% |
$2.01M - $2.07M
|
27.9K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.8K- 47.79% |
$2.32M - $2.38M
|
64.2K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-101K- 85.67% |
$3.99M - $4.11M
|
16.9K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-111K- 75.5% |
$4.36M - $4.49M
|
35.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-210K- 79.98% |
$8.28M - $8.53M
|
52.6K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.72M- 92.69% |
$67.8M - $69.8M
|
136K
$5.57M
|