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
$29.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
48.9K+ 32.71% |
$1.95M - $2.28M
|
198K
$9.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 5.01% |
$1.37M - $1.6M
|
719K
$35.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.7K+ 73.56% |
$1.35M - $1.57M
|
79.6K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 23.53% |
$1.19M - $1.39M
|
157K
$7.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.5K+ 6.74% |
$938K - $1.1M
|
372K
$18.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.7KNew |
$787K - $920K
|
19.7K
$969K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 36.35% |
$491K - $574K
|
46.2K
$2.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 211.88% |
$467K - $546K
|
17.2K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.7K+ 2354.03% |
$466K - $545K
|
12.2K
$598K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.87KNew |
$274K - $321K
|
6.87K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.64K+ 73.04% |
$265K - $310K
|
15.7K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.35K+ 5.89% |
$254K - $296K
|
114K
$5.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.14K+ 3.73% |
$245K - $287K
|
171K
$8.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.31K+ 11.27% |
$212K - $248K
|
52.4K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.25KNew |
$210K - $245K
|
5.25K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.87KNew |
$194K - $227K
|
4.87K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.64K+ 46.47% |
$185K - $216K
|
14.6K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.44KNew |
$177K - $207K
|
4.44K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.39KNew |
$175K - $205K
|
4.39K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.29KNew |
$171K - $200K
|
4.29K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.27K+ 13.49% |
$171K - $199K
|
35.9K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.63K+ 39.73% |
$145K - $169K
|
12.8K
$627K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.36K+ 20.19% |
$134K - $157K
|
20K
$983K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.11K+ 23.39% |
$124K - $145K
|
16.4K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.7K+ 9.12% |
$108K - $126K
|
32.3K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.33K+ 201.9% |
$93.2K - $109K
|
3.49K
$172K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.74KNew |
$69.3K - $81K
|
1.74K
$85.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.56K+ 7.93% |
$62.3K - $72.8K
|
21.2K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.35K+ 2.96% |
$53.8K - $62.9K
|
46.8K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.14K+ 8.59% |
$45.6K - $53.3K
|
14.4K
$709K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.01K+ 4.62% |
$40.4K - $47.2K
|
22.9K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
900+ 1.37% |
$35.9K - $42K
|
66.7K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
896+ 6.9% |
$35.8K - $41.8K
|
13.9K
$683K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
725New |
$28.9K - $33.8K
|
725
$35.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
607+ 8.74% |
$24.2K - $28.3K
|
7.56K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
509+ 6.77% |
$20.3K - $23.8K
|
8.03K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
475+ 4.14% |
$19K - $22.2K
|
11.9K
$587K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
465+ 5.66% |
$18.6K - $21.7K
|
8.69K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
445+ 44.5% |
$17.8K - $20.8K
|
1.45K
$71.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
429+ 67.99% |
$17.1K - $20K
|
1.06K
$52.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 8.85% |
$15.3K - $17.9K
|
4.72K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
268+ 2.11% |
$10.7K - $12.5K
|
12.9K
$637K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108+ 6.84% |
$4.31K - $5.04K
|
1.69K
$82.9K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$319 - $373
|
8
$393
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2- 0.02% |
$79.9 - $93.3
|
8.11K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$160 - $187
|
9.72K
$478K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-29- 0.4% |
$1.16K - $1.35K
|
7.22K
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 1.42% |
$2.36K - $2.75K
|
4.1K
$202K
|