Purchases and Sales Made in Q3 2022 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
145KNew |
$3.09M - $3.41M
|
145K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
57.9K+ 440.67% |
$1.23M - $1.36M
|
71.1K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
57K+ 398.03% |
$1.21M - $1.34M
|
71.3K
$1.49M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.9K+ 34.53% |
$890K - $982K
|
163K
$3.41M
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
25.8K+ 4.9% |
$549K - $606K
|
553K
$11.6M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.4KNew |
$285K - $315K
|
13.4K
$280K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.9K+ 4.99% |
$274K - $302K
|
271K
$5.66M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1K+ 19.54% |
$258K - $285K
|
74.3K
$1.55M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 534.27% |
$247K - $272K
|
13.8K
$288K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$235K - $259K
|
11.1K
$231K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.46K+ 2.8% |
$180K - $198K
|
310K
$6.49M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.55K+ 10.77% |
$160K - $177K
|
77.6K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.33K+ 5.98% |
$156K - $172K
|
130K
$2.71M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
4.11K+ 9.31% |
$87.3K - $96.3K
|
48.2K
$1.01M
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.84K+ 10.75% |
$81.6K - $90.1K
|
39.6K
$827K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.72KNew |
$79K - $87.2K
|
3.72K
$77.6K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.99K+ 158.26% |
$63.5K - $70.1K
|
4.88K
$102K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$51.2K - $56.5K
|
2.41K
$50.4K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.28K+ 1.54% |
$48.5K - $53.5K
|
151K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62K+ 5.51% |
$34.4K - $37.9K
|
30.9K
$647K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.16K+ 15.48% |
$24.7K - $27.3K
|
8.67K
$181K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
1.13K+ 2.11% |
$24K - $26.5K
|
54.7K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
946+ 0.5% |
$20.1K - $22.2K
|
189K
$3.95M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
944New |
$20.1K - $22.1K
|
944
$19.7K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
392+ 1.17% |
$8.33K - $9.2K
|
33.9K
$709K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
231+ 0.43% |
$4.91K - $5.42K
|
53.5K
$1.12M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
159+ 1.37% |
$3.38K - $3.73K
|
11.8K
$246K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$128 - $141
|
22.7K
$474K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42- 6.38% |
$893 - $985
|
616
$12.9K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-213- 63.02% |
$4.53K - $5K
|
125
$2.61K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-290- 1.58% |
$6.17K - $6.8K
|
18K
$377K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-395- 79.8% |
$8.4K - $9.27K
|
100
$2.09K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-551- 1.8% |
$11.7K - $12.9K
|
30.1K
$629K
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.31K- 5.41% |
$27.7K - $30.6K
|
22.8K
$477K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.6K- 1.75% |
$34.1K - $37.6K
|
89.8K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.91K- 11.76% |
$40.6K - $44.8K
|
14.3K
$299K
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.98K- 4.71% |
$42.2K - $46.5K
|
40.1K
$839K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.89K- 7.14% |
$82.6K - $91.1K
|
50.5K
$1.06M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.02K- 6.42% |
$85.4K - $94.3K
|
58.5K
$1.22M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 5.38% |
$110K - $121K
|
90.9K
$1.9M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-6.22K- 12.34% |
$132K - $146K
|
44.2K
$924K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.9K- 27.01% |
$147K - $162K
|
18.6K
$389K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.9K- 30.26% |
$168K - $185K
|
18.2K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.5K- 32.51% |
$244K - $269K
|
23.8K
$497K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.4K- 12.46% |
$305K - $337K
|
101K
$2.11M
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-19.2K- 8.03% |
$408K - $450K
|
220K
$4.6M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20.1K- 60.93% |
$427K - $472K
|
12.9K
$269K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.9K- 57.82% |
$466K - $514K
|
16K
$334K
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-39.7K- 5.31% |
$844K - $932K
|
709K
$14.8M
|