Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
442KNew |
$10.6M - $13M
|
442K
$13.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
234K+ 85.7% |
$5.6M - $6.86M
|
506K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
108K+ 5.4% |
$2.59M - $3.17M
|
2.11M
$66M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
59K+ 15.4% |
$1.41M - $1.73M
|
442K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.9K+ 15.15% |
$1.15M - $1.41M
|
364K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.9K+ 43.51% |
$1.12M - $1.38M
|
155K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.8K+ 17.54% |
$1.1M - $1.34M
|
307K
$9.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
24.9K+ 57.02% |
$596K - $730K
|
68.5K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6KNew |
$565K - $692K
|
23.6K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8K+ 30.38% |
$427K - $523K
|
76.6K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.9K+ 162.31% |
$380K - $465K
|
25.6K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.6K+ 8.61% |
$350K - $428K
|
184K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9KNew |
$334K - $409K
|
13.9K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.3KNew |
$294K - $361K
|
12.3K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.36KNew |
$176K - $216K
|
7.36K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.84KNew |
$164K - $201K
|
6.84K
$214K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.8K+ 26.9% |
$163K - $200K
|
32.1K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.73K+ 254.25% |
$161K - $197K
|
9.37K
$293K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.67K+ 1.94% |
$112K - $137K
|
246K
$7.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.37K+ 15.6% |
$105K - $128K
|
32.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.98KNew |
$95.2K - $117K
|
3.98K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.9K+ 5.78% |
$93.4K - $114K
|
71.3K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.85K+ 6.53% |
$92.1K - $113K
|
62.7K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.84K+ 7.15% |
$44K - $54K
|
27.6K
$861K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42K+ 12.32% |
$33.9K - $41.6K
|
12.9K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.25K+ 1.57% |
$30K - $36.7K
|
81.1K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
949+ 0.64% |
$22.7K - $27.8K
|
150K
$4.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
742+ 12.06% |
$17.8K - $21.8K
|
6.89K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
607+ 5.83% |
$14.5K - $17.8K
|
11K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
450+ 2.49% |
$10.8K - $13.2K
|
18.5K
$578K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
370New |
$8.86K - $10.9K
|
370
$11.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
338+ 0.3% |
$8.1K - $9.92K
|
113K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
323+ 4.73% |
$7.74K - $9.48K
|
7.15K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$7.19K - $8.8K
|
300
$9.37K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
250+ 0.87% |
$5.99K - $7.34K
|
28.8K
$901K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
222+ 0.74% |
$5.32K - $6.51K
|
30.1K
$942K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$3.59K - $4.4K
|
150
$4.69K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145New |
$3.47K - $4.25K
|
145
$4.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
126+ 0.83% |
$3.02K - $3.7K
|
15.3K
$479K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20+ 0.24% |
$479 - $587
|
8.38K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-26- 0.06% |
$623 - $763
|
41.8K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 0.86% |
$1.68K - $2.05K
|
8.06K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-199- 0.96% |
$4.77K - $5.84K
|
20.6K
$643K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-222- 23.49% |
$5.32K - $6.51K
|
723
$22.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-312- 5.9% |
$7.47K - $9.15K
|
4.98K
$155K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-340- 3.51% |
$8.14K - $9.98K
|
9.34K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-420- 3.51% |
$10.1K - $12.3K
|
11.6K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-470- 1.87% |
$11.3K - $13.8K
|
24.7K
$773K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-500- 4.53% |
$12K - $14.7K
|
10.5K
$330K
|