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 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.04K+ 28.27% |
$93.7K - $101K
|
18.3K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.73K+ 26.48% |
$86.6K - $93K
|
17.8K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3KNew |
$69.6K - $74.7K
|
3K
$81.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.23K+ 458.76% |
$51.6K - $55.4K
|
2.71K
$73.9K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.16K+ 22.15% |
$50.1K - $53.8K
|
11.9K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
852+ 7.49% |
$19.8K - $21.2K
|
12.2K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
620+ 3.46% |
$14.4K - $15.4K
|
18.6K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
614+ 17.56% |
$14.2K - $15.3K
|
4.11K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
213+ 0.25% |
$4.94K - $5.3K
|
84K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$2.32K - $2.49K
|
100
$2.73K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
85+ 0.79% |
$1.97K - $2.12K
|
10.8K
$295K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40+ 5.86% |
$928 - $996
|
723
$19.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-89- 0.59% |
$2.06K - $2.22K
|
14.9K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-221- 0.23% |
$5.12K - $5.5K
|
93.9K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-263- 1.69% |
$6.1K - $6.55K
|
15.3K
$417K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-432- 0.79% |
$10K - $10.8K
|
54.2K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-445- 4.86% |
$10.3K - $11.1K
|
8.72K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 14.05% |
$26K - $27.9K
|
6.87K
$187K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.51K- 0.58% |
$34.9K - $37.5K
|
257K
$7.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.8K- 1.2% |
$41.8K - $44.8K
|
148K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.06K- 6.59% |
$94.1K - $101K
|
57.5K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.71K- 12.2% |
$132K - $142K
|
41.1K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-6.07K- 4.48% |
$141K - $151K
|
129K
$3.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-12.2K- 56.05% |
$283K - $303K
|
9.56K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.7K- 5.86% |
$342K - $367K
|
237K
$6.46M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.6K- 15.2% |
$501K - $538K
|
120K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.2K- 4.35% |
$723K - $777K
|
686K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.1K- 96.6% |
$1.11M - $1.2M
|
1.69K
$46.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-557K- 81.96% |
$12.9M - $13.9M
|
123K
$3.34M
|