Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.34KNew |
$249K - $286K
|
7.34K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.9KNew |
$234K - $269K
|
6.9K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.66K+ 19.38% |
$226K - $260K
|
41K
$1.86M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.62KNew |
$224K - $258K
|
6.62K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.6KNew |
$223K - $258K
|
6.6K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
6.32KNew |
$214K - $247K
|
6.32K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.24KNew |
$211K - $243K
|
6.24K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.15K+ 86.49% |
$208K - $240K
|
13.3K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$208K - $240K
|
6.14K
$278K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.03KNew |
$204K - $235K
|
6.03K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.88KNew |
$199K - $229K
|
5.88K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.82KNew |
$197K - $227K
|
5.82K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.8KNew |
$196K - $226K
|
5.8K
$262K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.67KNew |
$192K - $221K
|
5.67K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.53K+ 62.88% |
$187K - $216K
|
14.3K
$648K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.29KNew |
$179K - $207K
|
5.29K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$177K - $204K
|
5.23K
$237K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.2KNew |
$176K - $203K
|
5.2K
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.8K+ 6.23% |
$163K - $187K
|
81.9K
$3.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.79K+ 53.34% |
$162K - $187K
|
13.8K
$623K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.12K+ 22.14% |
$139K - $161K
|
22.7K
$1.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 64.18% |
$103K - $119K
|
7.78K
$352K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.57KNew |
$87.2K - $100K
|
2.57K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.39K+ 3.76% |
$81K - $93.3K
|
66K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
2.22K+ 10.83% |
$75.1K - $86.5K
|
22.7K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.69K+ 6.93% |
$57.1K - $65.8K
|
26K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.65K+ 11.6% |
$55.9K - $64.4K
|
15.9K
$718K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$47.5K - $54.8K
|
1.4K
$63.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.05K+ 95.45% |
$35.6K - $41K
|
2.15K
$97.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
931+ 24.55% |
$31.5K - $36.3K
|
4.72K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
906+ 25.95% |
$30.7K - $35.4K
|
4.4K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
900New |
$30.5K - $35.1K
|
900
$40.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
853+ 14.81% |
$28.9K - $33.3K
|
6.61K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
571+ 6.6% |
$19.3K - $22.3K
|
9.23K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
551+ 2.83% |
$18.7K - $21.5K
|
20K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420+ 1.8% |
$14.2K - $16.4K
|
23.7K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
384+ 3.34% |
$13K - $15K
|
11.9K
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
325New |
$11K - $12.7K
|
325
$14.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
305+ 1.04% |
$10.3K - $11.9K
|
29.5K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200New |
$6.77K - $7.81K
|
200
$9.05K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
195+ 3.35% |
$6.6K - $7.61K
|
6.02K
$272K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
173New |
$5.86K - $6.75K
|
173
$7.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
137+ 27.62% |
$4.64K - $5.35K
|
633
$28.6K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$1.56K - $1.8K
|
46
$2.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$1.56K - $1.8K
|
46
$2.08K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.35K - $1.56K
|
40
$1.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$576 - $664
|
17
$769
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-66- 0.74% |
$2.24K - $2.58K
|
8.8K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-106- 0.54% |
$3.59K - $4.14K
|
19.4K
$877K
|