Purchases and Sales Made in Q1 2024 in First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (QDEC) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03M+ 840.85% |
$23.9M - $25.7M
|
1.15M
$31.5M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
521K+ 75.26% |
$12.1M - $13M
|
1.21M
$33.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
512K+ 110.27% |
$11.9M - $12.7M
|
976K
$26.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
337K+ 315.11% |
$7.81M - $8.39M
|
444K
$12.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
179KNew |
$4.14M - $4.45M
|
179K
$4.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
160K+ 119.05% |
$3.7M - $3.97M
|
294K
$8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
156K+ 657.1% |
$3.63M - $3.89M
|
180K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
151KNew |
$3.5M - $3.76M
|
151K
$4.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
113KNew |
$2.62M - $2.81M
|
113K
$3.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
111KNew |
$2.57M - $2.76M
|
111K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 406.22% |
$2.34M - $2.52M
|
126K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
92.4K+ 245.63% |
$2.14M - $2.3M
|
130K
$3.54M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
85.1KNew |
$1.97M - $2.12M
|
85.1K
$2.32M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
50.8KNew |
$1.18M - $1.26M
|
50.8K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.2K+ 251.0% |
$1.16M - $1.25M
|
70.2K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$944K - $1.01M
|
40.7K
$1.11M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
39.3KNew |
$912K - $979K
|
39.3K
$1.07M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
37.2KNew |
$863K - $927K
|
37.2K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36.2K+ 25.03% |
$838K - $900K
|
181K
$4.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.6K+ 165.93% |
$756K - $812K
|
52.3K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.5KNew |
$730K - $783K
|
31.5K
$858K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.3KNew |
$609K - $654K
|
26.3K
$716K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.4KNew |
$589K - $633K
|
25.4K
$693K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.1KNew |
$512K - $550K
|
22.1K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 64.08% |
$507K - $545K
|
56K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 22.89% |
$489K - $525K
|
113K
$3.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
19.2K+ 141.61% |
$445K - $478K
|
32.7K
$892K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.4K+ 10.66% |
$426K - $457K
|
191K
$5.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
16.9K+ 61.58% |
$392K - $421K
|
44.3K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.8KNew |
$389K - $418K
|
16.8K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$380K - $408K
|
16.4K
$447K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.8K+ 134.84% |
$367K - $394K
|
27.6K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.1KNew |
$326K - $350K
|
14.1K
$383K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.4KNew |
$311K - $334K
|
13.4K
$366K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6K+ 69.76% |
$291K - $312K
|
30.5K
$833K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
11.2K+ 116.08% |
$261K - $280K
|
20.9K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9KNew |
$253K - $272K
|
10.9K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$253K - $272K
|
10.9K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7K+ 32.86% |
$248K - $267K
|
43.3K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.6K+ 92.43% |
$245K - $263K
|
22K
$599K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.23K+ 98.97% |
$214K - $230K
|
18.6K
$506K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.53KNew |
$198K - $212K
|
8.53K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.53KNew |
$198K - $212K
|
8.53K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.31KNew |
$193K - $207K
|
8.31K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.05K+ 44.69% |
$187K - $200K
|
26.1K
$710K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.46K+ 32.62% |
$127K - $136K
|
22.2K
$605K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.38K+ 19.59% |
$125K - $134K
|
32.9K
$896K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.38K+ 8.2% |
$125K - $134K
|
71K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.3K+ 20.83% |
$99.6K - $107K
|
24.9K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.27K+ 19.88% |
$98.9K - $106K
|
25.7K
$701K
|