Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
754KNew |
$15.4M - $16.4M
|
754K
$15.7M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4KNew |
$1.85M - $1.97M
|
90.4K
$1.89M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
67.6KNew |
$1.38M - $1.47M
|
67.6K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.4KNew |
$1.38M - $1.47M
|
67.4K
$1.41M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
58.1KNew |
$1.19M - $1.26M
|
58.1K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
34.4KNew |
$703K - $748K
|
34.4K
$719K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
22.9K+ 20.13% |
$468K - $498K
|
137K
$2.85M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.9KNew |
$386K - $411K
|
18.9K
$395K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$379K - $404K
|
18.6K
$388K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
12.3K+ 25.42% |
$250K - $267K
|
60.5K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.5KNew |
$91.9K - $97.8K
|
4.5K
$94K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
309New |
$6.31K - $6.72K
|
309
$6.46K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
204New |
$4.17K - $4.44K
|
204
$4.26K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
199+ 2.3% |
$4.07K - $4.33K
|
8.87K
$185K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
172+ 0.32% |
$3.51K - $3.74K
|
53.7K
$1.12M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
82New |
$1.68K - $1.78K
|
82
$1.71K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
82New |
$1.68K - $1.78K
|
82
$1.71K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.25% |
$940 - $1K
|
18.7K
$390K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
40New |
$817 - $870
|
40
$836
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.8% |
$20.4 - $21.8
|
126
$2.63K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.8% |
$20.4 - $21.8
|
126
$2.63K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-7- 0.03% |
$143 - $152
|
22.8K
$477K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-109- 1.23% |
$2.23K - $2.37K
|
8.72K
$182K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-411- 1.81% |
$8.4K - $8.94K
|
22.3K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-795- 7.19% |
$16.2K - $17.3K
|
10.3K
$215K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-907- 1.17% |
$18.5K - $19.7K
|
76.7K
$1.6M
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-944- 6.59% |
$19.3K - $20.5K
|
13.4K
$280K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.18K- 2.02% |
$24.1K - $25.7K
|
57.3K
$1.2M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 32.57% |
$24.7K - $26.3K
|
2.51K
$52.4K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.28K- 6.49% |
$66.9K - $71.3K
|
47.2K
$987K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.7K- 75.82% |
$75.5K - $80.4K
|
1.18K
$24.6K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.8K- 23.79% |
$77.7K - $82.7K
|
12.2K
$255K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.32K- 31.36% |
$88.2K - $93.9K
|
9.45K
$198K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.96K- 1.6% |
$101K - $108K
|
305K
$6.38M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.04K- 40.39% |
$103K - $110K
|
7.44K
$156K
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.34K- 13.5% |
$109K - $116K
|
34.2K
$715K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.37K- 17.87% |
$110K - $117K
|
24.7K
$516K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.66K- 31.1% |
$116K - $123K
|
12.5K
$262K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.32K- 51.67% |
$190K - $203K
|
8.72K
$182K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-9.35K- 21.16% |
$191K - $203K
|
34.8K
$728K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.4K- 33.52% |
$212K - $226K
|
20.6K
$430K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.7K- 29.23% |
$444K - $472K
|
52.6K
$1.1M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.2K- 71.49% |
$495K - $527K
|
9.67K
$202K
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-26K- 64.73% |
$531K - $565K
|
14.2K
$296K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.4K- 39.97% |
$580K - $618K
|
42.7K
$892K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.1K- 32.86% |
$677K - $721K
|
67.7K
$1.42M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.9K- 43.0% |
$816K - $868K
|
52.9K
$1.11M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.2K- 27.95% |
$862K - $917K
|
109K
$2.27M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.4K- 28.45% |
$1.03M - $1.1M
|
127K
$2.65M
|