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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
745+ 1.81% |
$19.4K - $21.3K
|
41.9K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
696+ 9.36% |
$18.1K - $19.9K
|
8.13K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
329New |
$8.57K - $9.39K
|
329
$9.25K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 100.0% |
$6.52K - $7.14K
|
500
$14.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
185+ 0.74% |
$4.82K - $5.28K
|
25.2K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
180+ 1.39% |
$4.69K - $5.14K
|
13.1K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
175+ 1.21% |
$4.56K - $4.99K
|
14.6K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
164+ 1.27% |
$4.27K - $4.68K
|
13K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
57+ 7.12% |
$1.49K - $1.63K
|
857
$24.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.82% |
$156 - $171
|
723
$20.3K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-51- 0.1% |
$1.33K - $1.46K
|
52.6K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-66- 0.78% |
$1.72K - $1.88K
|
8.36K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-87- 1.07% |
$2.27K - $2.48K
|
8.02K
$226K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$6.52K - $7.14K
|
250
$7.03K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-256- 74.64% |
$6.67K - $7.31K
|
87
$2.45K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-398- 3.68% |
$10.4K - $11.4K
|
10.4K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-425- 4.21% |
$11.1K - $12.1K
|
9.68K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-450- 2.78% |
$11.7K - $12.8K
|
15.8K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.49K- 9.16% |
$38.8K - $42.5K
|
14.8K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 22.48% |
$40K - $43.8K
|
5.29K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.13K- 2.34% |
$55.5K - $60.8K
|
88.7K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.19K- 14.91% |
$57.1K - $62.5K
|
12.5K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.64K- 3.2% |
$68.8K - $75.3K
|
79.9K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 27.2% |
$78.2K - $85.6K
|
8.03K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.19KClosed |
$83K - $90.9K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.3K- 4.67% |
$86K - $94.2K
|
67.4K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.92K- 37.89% |
$128K - $140K
|
8.06K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.4K- 73.53% |
$167K - $183K
|
2.3K
$64.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-10.4K- 5.77% |
$270K - $296K
|
169K
$4.76M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13K- 10.77% |
$339K - $371K
|
108K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.6K- 10.12% |
$510K - $559K
|
174K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.8K- 8.04% |
$595K - $652K
|
261K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.2K- 73.81% |
$1.41M - $1.55M
|
19.2K
$540K
|