Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.63MNew |
$41.8M - $42.3M
|
1.63M
$34.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
362K+ 127.4% |
$9.29M - $9.41M
|
647K
$13.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
358K+ 1301.67% |
$9.18M - $9.29M
|
385K
$8.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
225KNew |
$5.78M - $5.85M
|
225K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
139KNew |
$3.57M - $3.61M
|
139K
$2.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
129KNew |
$3.31M - $3.35M
|
129K
$2.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
122K+ 5110.0% |
$3.12M - $3.16M
|
124K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
85.1K+ 258.11% |
$2.18M - $2.21M
|
118K
$2.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70.5KNew |
$1.81M - $1.83M
|
70.5K
$1.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.8KNew |
$1.53M - $1.55M
|
59.8K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
57.9K+ 27.4% |
$1.49M - $1.5M
|
269K
$5.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
53.9K+ 36.91% |
$1.38M - $1.4M
|
200K
$4.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
52.5KNew |
$1.35M - $1.36M
|
52.5K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
42.9KNew |
$1.1M - $1.11M
|
42.9K
$897K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.7K+ 46.86% |
$1.09M - $1.11M
|
134K
$2.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.3K+ 23.61% |
$931K - $942K
|
190K
$3.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
33.6K+ 305.4% |
$861K - $871K
|
44.5K
$931K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 11.83% |
$840K - $850K
|
310K
$6.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.3K+ 7.23% |
$777K - $787K
|
449K
$9.39M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.4KNew |
$369K - $373K
|
14.4K
$301K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.11KNew |
$234K - $236K
|
9.11K
$190K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.83KNew |
$227K - $229K
|
8.83K
$185K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.78K+ 65.42% |
$225K - $228K
|
22.2K
$464K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
5.11K+ 30.68% |
$131K - $133K
|
21.8K
$455K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
4K+ 15.68% |
$103K - $104K
|
29.5K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.23K+ 14.5% |
$82.8K - $83.8K
|
25.5K
$533K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.14K+ 6.01% |
$80.4K - $81.4K
|
55.3K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.36KNew |
$60.6K - $61.3K
|
2.36K
$49.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.09K+ 1.99% |
$53.5K - $54.2K
|
107K
$2.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.89K+ 2.67% |
$48.5K - $49.1K
|
72.6K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 9.71% |
$44.7K - $45.3K
|
19.7K
$412K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.5K+ 7.99% |
$38.3K - $38.8K
|
20.2K
$422K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.38K+ 13.65% |
$35.5K - $35.9K
|
11.5K
$241K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 10.96% |
$26.3K - $26.6K
|
10.4K
$217K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
786+ 0.57% |
$20.2K - $20.4K
|
138K
$2.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
290+ 0.72% |
$7.44K - $7.53K
|
40.5K
$847K
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
221+ 0.73% |
$5.67K - $5.74K
|
30.7K
$641K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72+ 0.14% |
$1.85K - $1.87K
|
53.2K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1KClosed |
$25.7K - $26K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.09K- 0.63% |
$28K - $28.3K
|
173K
$3.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.1K- 1.84% |
$28.3K - $28.6K
|
58.7K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.26K- 75.42% |
$58.1K - $58.8K
|
738
$15.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.28K- 6.01% |
$58.5K - $59.2K
|
35.7K
$746K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6.24K- 23.97% |
$160K - $162K
|
19.8K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.42KClosed |
$216K - $219K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.6K- 48.61% |
$271K - $274K
|
11.2K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11K- 57.05% |
$282K - $286K
|
8.29K
$173K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.1K- 32.89% |
$284K - $288K
|
22.6K
$473K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.8K- 32.28% |
$558K - $565K
|
45.6K
$954K
|