Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
71KNew |
$1.47M - $1.52M
|
71K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
41.3K+ 47.11% |
$857K - $883K
|
129K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9K+ 42.96% |
$413K - $425K
|
66.3K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.32K+ 8.98% |
$172K - $178K
|
101K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.03KNew |
$42.1K - $43.4K
|
2.03K
$43.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 200.0% |
$41.4K - $42.7K
|
3K
$64.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.99K+ 7.45% |
$41.3K - $42.5K
|
28.7K
$619K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62KNew |
$33.5K - $34.5K
|
1.62K
$34.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$28.3K - $29.1K
|
1.36K
$29.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.35K+ 2.08% |
$28K - $28.8K
|
66.2K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
850+ 4.45% |
$17.6K - $18.2K
|
19.9K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
385+ 60.73% |
$7.98K - $8.22K
|
1.02K
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
226New |
$4.68K - $4.83K
|
226
$4.87K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173New |
$3.58K - $3.7K
|
173
$3.73K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.2% |
$104 - $107
|
2.46K
$52.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.88% |
$82.9 - $85.4
|
457
$9.85K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.12% |
$20.7 - $21.4
|
809
$17.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-48- 0.24% |
$995 - $1.03K
|
20K
$431K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-190- 0.71% |
$3.94K - $4.06K
|
26.4K
$570K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-588- 1.52% |
$12.2K - $12.6K
|
38.1K
$821K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-780- 2.34% |
$16.2K - $16.7K
|
32.5K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.34K- 0.84% |
$27.7K - $28.6K
|
158K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 99.38% |
$29.8K - $30.7K
|
9
$194
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.95K- 30.43% |
$61.1K - $63K
|
6.75K
$145K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-3.43K- 11.07% |
$71.2K - $73.4K
|
27.6K
$595K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.23K- 5.86% |
$87.7K - $90.4K
|
67.9K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.48K- 9.36% |
$155K - $160K
|
72.5K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-10.9K- 3.4% |
$225K - $232K
|
309K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.8K- 7.3% |
$431K - $444K
|
264K
$5.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.8K- 83.19% |
$1.53M - $1.58M
|
14.9K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-110K- 82.13% |
$2.28M - $2.35M
|
23.9K
$516K
|