Purchases and Sales Made in Q3 2024 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 2024. 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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 106.2% |
$4.25M - $4.5M
|
200K
$8.9M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
45.8K+ 196.13% |
$1.89M - $2.01M
|
69.2K
$3.08M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$1.03M - $1.09M
|
25K
$1.11M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5KNew |
$888K - $940K
|
21.5K
$958K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 324.15% |
$764K - $810K
|
24.2K
$1.08M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11.8K+ 101.63% |
$486K - $515K
|
23.3K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
11.3K+ 15.0% |
$467K - $495K
|
86.6K
$3.86M
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
6.14KNew |
$254K - $269K
|
6.14K
$274K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.6KNew |
$231K - $245K
|
5.6K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.72KNew |
$195K - $207K
|
4.72K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.14K+ 87.61% |
$171K - $181K
|
8.87K
$395K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.8K+ 70.48% |
$157K - $166K
|
9.18K
$409K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.21KNew |
$91.2K - $96.7K
|
2.21K
$98.4K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$82.6K - $87.6K
|
2K
$89.2K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.83K+ 780.34% |
$75.5K - $79.9K
|
2.06K
$91.8K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.34K+ 8.44% |
$55.4K - $58.7K
|
17.2K
$767K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 12.3% |
$51.7K - $54.8K
|
11.4K
$509K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.17K+ 3.96% |
$48.3K - $51.2K
|
30.7K
$1.37M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14KNew |
$47.3K - $50.1K
|
1.14K
$51K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.11K+ 20.31% |
$45.7K - $48.4K
|
6.55K
$292K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 10.64% |
$41.4K - $43.9K
|
10.4K
$465K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
814+ 3.78% |
$33.6K - $35.6K
|
22.3K
$996K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
788+ 84.91% |
$32.6K - $34.5K
|
1.72K
$76.5K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
316New |
$13.1K - $13.8K
|
316
$14.1K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
274New |
$11.3K - $12K
|
274
$12.2K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
200+ 1.95% |
$8.26K - $8.76K
|
10.5K
$466K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 0.23% |
$2.81K - $2.98K
|
30K
$1.34M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
44New |
$1.82K - $1.93K
|
44
$1.96K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-145- 0.2% |
$5.99K - $6.35K
|
73.2K
$3.26M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 10.45% |
$7.23K - $7.66K
|
1.5K
$66.9K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-193- 3.29% |
$7.97K - $8.45K
|
5.67K
$253K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-337- 34.81% |
$13.9K - $14.8K
|
631
$28.1K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-345- 1.54% |
$14.3K - $15.1K
|
22.1K
$986K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-406- 2.26% |
$16.8K - $17.8K
|
17.5K
$782K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-425- 2.47% |
$17.6K - $18.6K
|
16.8K
$748K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-461- 5.69% |
$19K - $20.2K
|
7.64K
$340K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-521- 0.77% |
$21.5K - $22.8K
|
67K
$2.99M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-528- 13.15% |
$21.8K - $23.1K
|
3.49K
$155K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-707- 0.46% |
$29.2K - $31K
|
153K
$6.82M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-750- 8.32% |
$31K - $32.8K
|
8.26K
$368K
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-757- 0.47% |
$31.3K - $33.1K
|
159K
$7.09M
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-837- 3.05% |
$34.6K - $36.6K
|
26.6K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.01K- 5.01% |
$41.8K - $44.3K
|
19.2K
$855K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 48.84% |
$43.4K - $46K
|
1.1K
$49K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.27K- 5.17% |
$52.4K - $55.5K
|
23.2K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.35K- 1.39% |
$55.7K - $59K
|
95.4K
$4.25M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.61K- 22.17% |
$66.5K - $70.5K
|
5.65K
$252K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.75K- 16.26% |
$72.2K - $76.5K
|
9K
$401K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.85K- 5.89% |
$76.4K - $81K
|
29.6K
$1.32M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.57K- 23.05% |
$106K - $112K
|
8.56K
$382K
|