Purchases and Sales Made in Q3 2024 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 2024. 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 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
91.7K+ 12.8% |
$1.88M - $2.01M
|
808K
$16.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.8K+ 30.64% |
$713K - $764K
|
148K
$3.1M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20K+ 107.74% |
$411K - $440K
|
38.6K
$807K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19.3KNew |
$395K - $423K
|
19.3K
$402K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 140.4% |
$332K - $356K
|
27.7K
$579K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$208K - $223K
|
10.1K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 13.23% |
$33.5K - $35.8K
|
14K
$292K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.37K+ 2.05% |
$28.2K - $30.2K
|
68.3K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.24K+ 1.06% |
$25.5K - $27.3K
|
118K
$2.47M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
507+ 0.87% |
$10.4K - $11.1K
|
59K
$1.23M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
500+ 2.49% |
$10.3K - $11K
|
20.6K
$430K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
306New |
$6.28K - $6.73K
|
306
$6.4K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
164+ 1.12% |
$3.36K - $3.6K
|
14.8K
$309K
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
98+ 0.04% |
$2.01K - $2.15K
|
240K
$5.01M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.45% |
$41 - $44
|
442
$9.24K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67- 0.38% |
$1.37K - $1.47K
|
17.6K
$367K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-82- 3.57% |
$1.68K - $1.8K
|
2.22K
$46.3K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-804- 36.48% |
$16.5K - $17.7K
|
1.4K
$29.3K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.57K- 28.58% |
$32.2K - $34.5K
|
3.93K
$82K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.5K- 1.18% |
$71.9K - $77K
|
294K
$6.14M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.1K- 8.74% |
$146K - $156K
|
74.1K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.32K- 46.17% |
$171K - $183K
|
9.7K
$203K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 63.26% |
$208K - $223K
|
5.9K
$123K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-35.1K- 30.39% |
$720K - $772K
|
80.5K
$1.68M
|