Purchases and Sales Made in Q2 2022 in First Tr Exch Trd Fd Viii Firs (DEED)

DEED Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCH TRD FD VIII FIRS.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.25M
+ 2124.62%
$27.8M - $30.2M
1.31M $27.3M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
906K
New
$20.2M - $21.9M
906K $18.9M
Aug 09, 2022 Q2 2022
Drake & Associates, LLC

Waukesha, WI
BUY
 -
527K
New
$11.7M - $12.7M
527K $11M
Aug 03, 2022 Q2 2022
Darwin Advisors, LLC

BUY
 -
94.7K
+ 14.49%
$2.11M - $2.29M
748K $15.6M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
47.3K
+ 150.87%
$1.05M - $1.14M
78.7K $1.65M
Aug 10, 2022 Q2 2022
Telemus Capital, LLC

BUY
 -
36.4K
+ 53.39%
$810K - $878K
104K $2.18M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
30.6K
New
$682K - $739K
30.6K $640K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

BUY
 -
26.4K
+ 27.83%
$588K - $637K
121K $2.53M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
15.8K
+ 6.51%
$351K - $380K
258K $5.39M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
14.7K
+ 11.83%
$327K - $354K
139K $2.9M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11.6K
New
$259K - $280K
11.6K $243K
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

BUY
 -
11.5K
+ 3.95%
$256K - $277K
302K $6.31M
Aug 23, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
10.7K
New
$238K - $258K
10.7K $224K
Jul 13, 2022 Q2 2022
Rda Financial Network

BUY
 -
8.66K
+ 19.28%
$193K - $209K
53.6K $1.12M
Aug 04, 2022 Q2 2022
Altfest L J & CO Inc

BUY
 -
8.65K
+ 24.4%
$193K - $209K
44.1K $922K
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
7.36K
+ 6.82%
$164K - $178K
115K $2.41M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
7.27K
+ 54.2%
$162K - $176K
20.7K $433K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
5.89K
+ 4.42%
$131K - $142K
139K $2.9M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
5.39K
+ 8.32%
$120K - $130K
70.1K $1.46M
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
4.37K
+ 139.39%
$97.3K - $105K
7.51K $157K
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.1K
+ 2.59%
$68.9K - $74.7K
123K $2.56M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.89K
New
$42K - $45.6K
1.89K $39.5K
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
1.7K
+ 10.19%
$37.7K - $40.9K
18.3K $383K
Jul 18, 2022 Q2 2022
Wealthpoint, LLC

BUY
 -
1.33K
+ 2.71%
$29.6K - $32.1K
50.4K $1.05M
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
193
New
$4.3K - $4.66K
193 $4.03K
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
176
+ 1.16%
$3.92K - $4.25K
15.3K $320K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
67
+ 0.13%
$1.49K - $1.62K
53.3K $1.11M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
42
+ 6.82%
$935 - $1.01K
658 $13.8K
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
28
+ 6.0%
$624 - $676
495 $10.3K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
28
+ 6.0%
$624 - $676
495 $10.3K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
17
+ 0.13%
$379 - $410
13.1K $275K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
0
Closed
$0 - $0
0 $0
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-23
- 6.37%
$512 - $555
338 $7.06K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-133
- 0.24%
$2.96K - $3.21K
54.4K $1.14M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-157
- 1.43%
$3.5K - $3.79K
10.8K $227K
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-440
- 50.0%
$9.8K - $10.6K
440 $9.2K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-476
- 0.49%
$10.6K - $11.5K
96.1K $2.01M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-641
- 1.91%
$14.3K - $15.5K
33K $690K
Aug 11, 2022 Q2 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-650
- 3.85%
$14.5K - $15.7K
16.2K $339K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-742
- 7.76%
$16.5K - $17.9K
8.83K $184K
Jul 10, 2024 Q2 2022
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-1.1K
- 4.34%
$24.4K - $26.4K
24.1K $504K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.15K
- 3.69%
$25.7K - $27.9K
30.1K $630K
Aug 02, 2022 Q2 2022
Running Point Capital Advisors, LLC

SELL
 -
-1.46K
- 13.26%
$32.5K - $35.2K
9.55K $200K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-1.89K
Closed
$42K - $45.6K
0 $0
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-2.97K
Closed
$66.1K - $71.7K
0 $0
Jul 25, 2022 Q2 2022
Chiron Capital Management, LLC

SELL
 -
-3.52K
- 7.71%
$78.4K - $85K
42.1K $881K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-4.06K
- 95.34%
$90.3K - $97.9K
198 $4.14K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-5.45K
- 17.28%
$121K - $132K
26.1K $546K

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