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
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-516- 0.89% |
$12.4K - $15.1K
|
57.4K
$1.79M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 0.94% |
$18K - $22K
|
79.3K
$2.48M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-976- 11.14% |
$23.4K - $28.6K
|
7.79K
$243K
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.19% |
$25.4K - $31.1K
|
87.7K
$2.74M
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.08K- 2.47% |
$25.8K - $31.6K
|
42.6K
$1.33M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 3.53% |
$26.3K - $32.3K
|
30K
$938K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 3.27% |
$29.9K - $36.7K
|
37K
$1.16M
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.54K- 3.2% |
$36.8K - $45K
|
46.5K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.55K- 2.64% |
$37.2K - $45.5K
|
57.3K
$1.79M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.58K- 2.99% |
$37.7K - $46.2K
|
51K
$1.59M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.45K- 22.47% |
$82.6K - $101K
|
11.9K
$372K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.41K- 29.13% |
$130K - $159K
|
13.2K
$411K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.16K- 39.23% |
$148K - $181K
|
9.55K
$298K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.7K- 52.87% |
$184K - $226K
|
6.87K
$214K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.72K- 8.65% |
$185K - $227K
|
81.5K
$2.55M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.71K- 8.56% |
$209K - $256K
|
93K
$2.91M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.3K- 8.23% |
$343K - $420K
|
159K
$4.98M
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-15.2KClosed |
$365K - $447K
|
0
$0
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.8K- 13.01% |
$402K - $493K
|
112K
$3.51M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.2K- 3.94% |
$459K - $562K
|
467K
$14.6M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.1K- 28.51% |
$697K - $854K
|
72.9K
$2.28M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-218K- 23.53% |
$5.22M - $6.39M
|
708K
$22.1M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-225K- 31.82% |
$5.4M - $6.61M
|
483K
$15.1M
|