Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
669K+ 260.12% |
$17.4M - $19.1M
|
926K
$26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
439KNew |
$11.4M - $12.5M
|
439K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
266K+ 227.71% |
$6.93M - $7.59M
|
383K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
146K+ 154.92% |
$3.81M - $4.18M
|
241K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
146K+ 7.86% |
$3.8M - $4.17M
|
2M
$56.3M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
58.8KNew |
$1.53M - $1.68M
|
58.8K
$1.65M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
57.9KNew |
$1.51M - $1.65M
|
57.9K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
55.3K+ 59.18% |
$1.44M - $1.58M
|
149K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 22.62% |
$1.31M - $1.44M
|
273K
$7.67M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.6K+ 11.13% |
$1.27M - $1.39M
|
486K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.1K+ 215.89% |
$1.05M - $1.15M
|
58.7K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
32.9K+ 306.06% |
$857K - $938K
|
43.6K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.3KNew |
$659K - $722K
|
25.3K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.8K+ 30.37% |
$542K - $593K
|
89.2K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.7K+ 221.64% |
$513K - $562K
|
28.6K
$804K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.4K+ 191.57% |
$480K - $525K
|
28K
$788K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.7KNew |
$410K - $448K
|
15.7K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.9K+ 4.59% |
$362K - $396K
|
316K
$8.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.3K+ 178.33% |
$347K - $380K
|
20.8K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3K+ 29.19% |
$347K - $380K
|
58.9K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
12.9K+ 36.84% |
$337K - $369K
|
48K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 17.54% |
$311K - $341K
|
80.1K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11.8K+ 36.87% |
$307K - $336K
|
43.7K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11KNew |
$288K - $315K
|
11K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$265K - $290K
|
10.2K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.77KNew |
$254K - $279K
|
9.77K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.37K+ 32.46% |
$244K - $267K
|
38.2K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.77KNew |
$228K - $250K
|
8.77K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.18K+ 46.58% |
$213K - $233K
|
25.7K
$724K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.7K+ 112.16% |
$201K - $220K
|
14.6K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.11K+ 5.82% |
$185K - $203K
|
129K
$3.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.46K+ 107716.67% |
$168K - $184K
|
6.47K
$182K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
6.15KNew |
$160K - $176K
|
6.15K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
6.06K+ 795.67% |
$158K - $173K
|
6.83K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.82K+ 61.03% |
$152K - $166K
|
15.3K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.54KNew |
$144K - $158K
|
5.54K
$156K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.95K+ 5.1% |
$129K - $141K
|
102K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.72K+ 10.99% |
$123K - $135K
|
47.6K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.54K+ 42.6% |
$118K - $130K
|
15.2K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.84KNew |
$73.9K - $80.9K
|
2.84K
$79.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.65KNew |
$68.9K - $75.5K
|
2.65K
$74.4K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2K+ 18.87% |
$52.1K - $57.1K
|
12.6K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.99K+ 48.41% |
$51.9K - $56.8K
|
6.1K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.59K+ 20.16% |
$41.5K - $45.4K
|
9.48K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 1.59% |
$41.5K - $45.4K
|
102K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.55K+ 9.4% |
$40.4K - $44.2K
|
18K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 5.19% |
$38.5K - $42.1K
|
29.9K
$841K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.36K+ 12.81% |
$35.5K - $38.8K
|
12K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
881+ 8.3% |
$23K - $25.1K
|
11.5K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
762+ 6.37% |
$19.9K - $21.7K
|
12.7K
$358K
|