Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
123KNew |
$2.37M - $2.6M
|
123K
$2.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
116KNew |
$2.24M - $2.46M
|
116K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
104KNew |
$2.02M - $2.22M
|
104K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.4KNew |
$1.67M - $1.83M
|
86.4K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
55.6K+ 12.44% |
$1.07M - $1.18M
|
503K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.4KNew |
$587K - $645K
|
30.4K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21KNew |
$405K - $446K
|
21K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
10.7K+ 18.73% |
$207K - $227K
|
67.9K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 36.4% |
$200K - $220K
|
38.8K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.2KNew |
$197K - $216K
|
10.2K
$213K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.89KNew |
$191K - $210K
|
9.89K
$207K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.2K+ 8.91% |
$139K - $153K
|
88K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.59K+ 5.77% |
$108K - $119K
|
103K
$2.14M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.98KNew |
$76.9K - $84.5K
|
3.98K
$83.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.22K+ 2702.44% |
$42.8K - $47K
|
2.3K
$48K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.16K+ 1207.29% |
$22.4K - $24.6K
|
1.26K
$26.2K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
517+ 0.91% |
$9.99K - $11K
|
57.4K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323+ 0.41% |
$6.24K - $6.86K
|
79.1K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
306+ 100.0% |
$5.91K - $6.5K
|
612
$12.8K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
96New |
$1.85K - $2.04K
|
96
$2.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$290 - $318
|
15
$314
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.3 - $21.2
|
1
$20.9
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-11- 0.05% |
$213 - $234
|
22.2K
$465K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-113- 1.53% |
$2.18K - $2.4K
|
7.27K
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-283- 18.36% |
$5.47K - $6.01K
|
1.26K
$26.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 1.73% |
$5.58K - $6.14K
|
16.4K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-365- 1.59% |
$7.05K - $7.75K
|
22.6K
$473K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-977- 6.19% |
$18.9K - $20.7K
|
14.8K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.59K- 99.81% |
$50K - $55K
|
5
$105
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.63K- 5.98% |
$89.5K - $98.3K
|
72.8K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.02K- 59.79% |
$155K - $170K
|
5.39K
$113K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.11K- 27.22% |
$157K - $172K
|
21.7K
$453K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.3K- 82.45% |
$200K - $219K
|
2.2K
$46K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 28.25% |
$249K - $273K
|
32.7K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-37.3K- 6.15% |
$722K - $793K
|
570K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-157K- 70.79% |
$3.03M - $3.33M
|
64.8K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256K- 78.84% |
$4.95M - $5.44M
|
68.8K
$1.44M
|