Purchases and Sales Made in Q2 2023 in First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FDEC) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
25.5KNew |
$855K - $920K
|
25.5K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4KNew |
$783K - $843K
|
23.4K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 166.08% |
$572K - $616K
|
27.4K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 2181.97% |
$348K - $375K
|
10.9K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.18KNew |
$307K - $331K
|
9.18K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.14K+ 43.95% |
$306K - $329K
|
29.9K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.43KNew |
$249K - $268K
|
7.43K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7.09K+ 4.15% |
$237K - $255K
|
178K
$7.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.89K+ 32.59% |
$231K - $248K
|
28K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.4KNew |
$214K - $231K
|
6.4K
$285K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28KNew |
$210K - $226K
|
6.28K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.28KNew |
$210K - $226K
|
6.28K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.02K+ 23.62% |
$168K - $181K
|
26.3K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 4.28% |
$45.5K - $49K
|
33.1K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.3K+ 200.0% |
$43.5K - $46.9K
|
1.95K
$86.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
747+ 2.62% |
$25K - $26.9K
|
29.2K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
722+ 2.25% |
$24.2K - $26K
|
32.9K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
700+ 10.73% |
$23.4K - $25.2K
|
7.23K
$322K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
586+ 0.92% |
$19.6K - $21.1K
|
64.5K
$2.87M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
325New |
$10.9K - $11.7K
|
325
$14.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
94+ 1.0% |
$3.15K - $3.39K
|
9.51K
$424K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$33.5 - $36
|
11.2K
$498K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-82- 0.38% |
$2.74K - $2.96K
|
21.4K
$952K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-103- 0.49% |
$3.45K - $3.71K
|
20.9K
$928K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-167- 0.68% |
$5.59K - $6.02K
|
24.5K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-180- 2.31% |
$6.02K - $6.49K
|
7.61K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-261- 0.94% |
$8.74K - $9.41K
|
27.6K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-495- 5.05% |
$16.6K - $17.8K
|
9.3K
$414K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-500- 2.61% |
$16.7K - $18K
|
18.7K
$831K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 32.09% |
$36K - $38.7K
|
2.28K
$101K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.33K- 2.3% |
$44.4K - $47.8K
|
56.4K
$2.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46K- 23.6% |
$49K - $52.7K
|
4.74K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.84K- 2.74% |
$61.5K - $66.2K
|
65.2K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.24K- 34.55% |
$75K - $80.8K
|
4.25K
$189K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.47K- 5.78% |
$82.7K - $89.1K
|
40.3K
$1.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.5K- 13.76% |
$83.7K - $90.1K
|
15.7K
$698K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.51K- 26.57% |
$83.9K - $90.4K
|
6.93K
$309K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.86K- 3.04% |
$129K - $139K
|
123K
$5.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.66K- 22.89% |
$156K - $168K
|
15.7K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.47K- 20.58% |
$216K - $233K
|
25K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.23K- 3.85% |
$242K - $260K
|
181K
$8.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.26K- 30.04% |
$243K - $262K
|
16.9K
$753K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-8.33K- 64.15% |
$279K - $300K
|
4.66K
$207K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.66K- 9.55% |
$290K - $312K
|
82K
$3.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.64K- 11.02% |
$323K - $347K
|
77.8K
$3.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-11.6K- 4.18% |
$387K - $416K
|
265K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.7K- 16.4% |
$424K - $456K
|
64.6K
$2.87M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.2K- 62.96% |
$577K - $621K
|
10.1K
$452K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.3K- 49.35% |
$714K - $769K
|
21.9K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23.3K- 50.55% |
$780K - $840K
|
22.8K
$1.02M
|