Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.12KNew |
$249K - $261K
|
7.12K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.77K+ 57.26% |
$237K - $249K
|
18.6K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.34K+ 22.61% |
$222K - $233K
|
34.4K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.79KNew |
$133K - $139K
|
3.79K
$168K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
674+ 1.67% |
$23.6K - $24.8K
|
41K
$1.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
74+ 0.78% |
$2.59K - $2.72K
|
9.59K
$425K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 0.3% |
$316 - $331
|
3K
$133K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-57- 0.31% |
$2K - $2.09K
|
18.6K
$825K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-60- 0.29% |
$2.1K - $2.2K
|
20.8K
$922K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-122- 1.29% |
$4.28K - $4.48K
|
9.35K
$415K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-150- 0.61% |
$5.26K - $5.51K
|
24.3K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-250- 0.32% |
$8.77K - $9.19K
|
77.1K
$3.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-319- 4.29% |
$11.2K - $11.7K
|
7.12K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-365- 2.33% |
$12.8K - $13.4K
|
15.3K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 6.25% |
$14K - $14.7K
|
6K
$266K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-450- 4.03% |
$15.8K - $16.5K
|
10.7K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-505- 5.43% |
$17.7K - $18.6K
|
8.8K
$390K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-579- 4.8% |
$20.3K - $21.3K
|
11.5K
$509K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-673- 1.04% |
$23.6K - $24.7K
|
63.8K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-732- 2.21% |
$25.7K - $26.9K
|
32.4K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-889- 8.54% |
$31.2K - $32.7K
|
9.52K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-915- 4.28% |
$32.1K - $33.6K
|
20.5K
$907K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-962- 1.49% |
$33.7K - $35.3K
|
63.6K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 15.21% |
$40.6K - $42.5K
|
6.45K
$286K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 51.65% |
$41.2K - $43.2K
|
1.1K
$48.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.22K- 9.37% |
$42.6K - $44.6K
|
11.8K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.46K- 9.31% |
$51.2K - $53.6K
|
14.2K
$631K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 0.86% |
$53.9K - $56.5K
|
177K
$7.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 30.93% |
$54.8K - $57.4K
|
3.49K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.98K- 11.68% |
$69.2K - $72.6K
|
14.9K
$662K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.41K- 10.99% |
$84.4K - $88.4K
|
19.5K
$864K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.69K- 10.78% |
$94.3K - $98.8K
|
22.3K
$988K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.75K- 3.05% |
$132K - $138K
|
119K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.1K- 17.4% |
$144K - $151K
|
19.5K
$864K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.05K- 22.15% |
$177K - $186K
|
17.8K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.05K- 19.24% |
$177K - $186K
|
21.2K
$940K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.2K- 18.86% |
$217K - $228K
|
26.7K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.65K- 22.21% |
$233K - $244K
|
23.3K
$1.03M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.68KClosed |
$269K - $282K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.94K- 4.4% |
$278K - $292K
|
173K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10K- 42.75% |
$351K - $368K
|
13.4K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.7K- 5.52% |
$374K - $392K
|
182K
$8.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-19.8K- 77.44% |
$693K - $726K
|
5.76K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.3K- 34.21% |
$782K - $820K
|
42.9K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22.4K- 28.78% |
$785K - $823K
|
55.4K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.4K- 46.84% |
$1.35M - $1.41M
|
43.6K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46K- 22.05% |
$1.61M - $1.69M
|
162K
$7.2M
|