Purchases and Sales Made in Q2 2025 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 2025. 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 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
604KNew |
$24.1M - $28.2M
|
604K
$28.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
48.9K+ 32.71% |
$1.95M - $2.28M
|
198K
$9.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 5.01% |
$1.37M - $1.6M
|
719K
$34.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.7K+ 73.56% |
$1.35M - $1.57M
|
79.6K
$3.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 36.35% |
$491K - $574K
|
46.2K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 211.88% |
$467K - $546K
|
17.2K
$817K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.64K+ 73.04% |
$265K - $310K
|
15.7K
$746K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.14K+ 3.73% |
$245K - $287K
|
171K
$8.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.31K+ 11.27% |
$212K - $248K
|
52.4K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.25KNew |
$210K - $245K
|
5.25K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.44KNew |
$177K - $207K
|
4.44K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.39KNew |
$175K - $205K
|
4.39K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.29KNew |
$171K - $200K
|
4.29K
$204K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.27K+ 13.49% |
$171K - $199K
|
35.9K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.63K+ 39.73% |
$145K - $169K
|
12.8K
$605K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.36K+ 20.19% |
$134K - $157K
|
20K
$949K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.11K+ 23.39% |
$124K - $145K
|
16.4K
$779K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.56K+ 7.93% |
$62.3K - $72.8K
|
21.2K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.14K+ 8.59% |
$45.6K - $53.3K
|
14.4K
$684K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.01K+ 4.62% |
$40.4K - $47.2K
|
22.9K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
900+ 1.37% |
$35.9K - $42K
|
66.7K
$3.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
607+ 8.74% |
$24.2K - $28.3K
|
7.56K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
475+ 4.14% |
$19K - $22.2K
|
11.9K
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
465+ 5.66% |
$18.6K - $21.7K
|
8.69K
$412K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 8.85% |
$15.3K - $17.9K
|
4.72K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
268+ 2.11% |
$10.7K - $12.5K
|
12.9K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2- 0.02% |
$79.9 - $93.3
|
8.11K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$160 - $187
|
9.72K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-29- 0.4% |
$1.16K - $1.35K
|
7.22K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 1.42% |
$2.36K - $2.75K
|
4.1K
$194K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-128- 0.41% |
$5.11K - $5.97K
|
31.3K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-150- 3.15% |
$5.99K - $7K
|
4.62K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-179- 0.89% |
$7.15K - $8.35K
|
19.9K
$945K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-250- 4.57% |
$9.98K - $11.7K
|
5.22K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-250- 1.53% |
$9.98K - $11.7K
|
16.1K
$764K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-254- 2.94% |
$10.1K - $11.9K
|
8.4K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-427- 5.53% |
$17.1K - $19.9K
|
7.3K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-441- 4.21% |
$17.6K - $20.6K
|
10K
$477K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-661- 8.46% |
$26.4K - $30.8K
|
7.15K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-825- 15.46% |
$32.9K - $38.5K
|
4.51K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-941- 3.18% |
$37.6K - $43.9K
|
28.6K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.94K- 18.03% |
$77.6K - $90.7K
|
8.84K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.06K- 0.54% |
$82.1K - $96K
|
379K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-2.08K- 2.5% |
$82.9K - $96.8K
|
80.9K
$3.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 2.64% |
$103K - $121K
|
95.5K
$4.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.76K- 30.74% |
$110K - $129K
|
6.21K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.91K- 2.85% |
$116K - $136K
|
99.1K
$4.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 14.9% |
$116K - $136K
|
16.6K
$790K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.98K- 2.53% |
$159K - $186K
|
154K
$7.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.23K- 5.3% |
$169K - $198K
|
75.6K
$3.59M
|