Purchases and Sales Made in Q2 2023 in First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED) during Q2 2023. 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 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
84.1KNew |
$1.78M - $1.84M
|
84.1K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
40KNew |
$845K - $877K
|
40K
$843K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
35.9K+ 9.93% |
$759K - $787K
|
398K
$8.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
23.4K+ 26.81% |
$494K - $513K
|
111K
$2.33M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
18.9K+ 32.12% |
$400K - $415K
|
77.9K
$1.64M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$316K - $328K
|
14.9K
$315K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.57K+ 2.7% |
$181K - $188K
|
326K
$6.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
7.37K+ 16.06% |
$156K - $162K
|
53.3K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
6.9K+ 1.13% |
$146K - $151K
|
615K
$13M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 11.55% |
$86.7K - $89.9K
|
39.6K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.07K+ 5.38% |
$86.1K - $89.2K
|
79.7K
$1.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.81K+ 3.49% |
$59.3K - $61.5K
|
83.1K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.63K+ 4.88% |
$55.6K - $57.6K
|
56.5K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.52KNew |
$32.1K - $33.3K
|
1.52K
$32K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.4K+ 1.46% |
$29.6K - $30.7K
|
97.4K
$2.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
962+ 0.98% |
$20.3K - $21.1K
|
99.3K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
444+ 3.69% |
$9.39K - $9.73K
|
12.5K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
307New |
$6.49K - $6.73K
|
307
$6.47K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
129+ 0.22% |
$2.73K - $2.83K
|
57.6K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
106+ 1.12% |
$2.24K - $2.32K
|
9.59K
$202K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
82+ 0.37% |
$1.73K - $1.8K
|
22.1K
$466K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
82New |
$1.73K - $1.8K
|
82
$1.73K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 17.86% |
$529 - $548
|
115
$2.42K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 80.85% |
$803 - $833
|
9
$190
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40- 16.46% |
$846 - $877
|
203
$4.28K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-117- 0.48% |
$2.47K - $2.56K
|
24.5K
$517K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-125- 0.67% |
$2.64K - $2.74K
|
18.4K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-235- 3.03% |
$4.97K - $5.15K
|
7.52K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-235- 3.03% |
$4.97K - $5.15K
|
7.52K
$159K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-451- 2.43% |
$9.53K - $9.89K
|
18.1K
$382K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.43K- 13.91% |
$30.3K - $31.4K
|
8.85K
$187K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.63K- 2.41% |
$55.7K - $57.7K
|
106K
$2.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.83K- 10.97% |
$59.9K - $62.1K
|
23K
$485K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.08K- 16.51% |
$65K - $67.4K
|
15.6K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.5K- 26.77% |
$95.1K - $98.6K
|
12.3K
$259K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.07K- 15.24% |
$107K - $111K
|
28.2K
$594K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-10.2K- 41.6% |
$215K - $223K
|
14.3K
$301K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.9K- 10.99% |
$252K - $261K
|
96.5K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.9K- 38.56% |
$611K - $634K
|
46.1K
$972K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-70.5K- 62.03% |
$1.49M - $1.55M
|
43.2K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-582K- 90.66% |
$12.3M - $12.8M
|
60K
$1.26M
|