Purchases and Sales Made in Q1 2024 in First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest U (XDEC) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST U .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
264K+ 53.08% |
$8.96M - $9.33M
|
763K
$28.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
204K+ 154.43% |
$6.9M - $7.18M
|
336K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
142KNew |
$4.81M - $5M
|
142K
$5.29M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
96.1K+ 121.04% |
$3.25M - $3.39M
|
175K
$6.55M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.6KNew |
$1.71M - $1.78M
|
50.6K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
40.4KNew |
$1.37M - $1.43M
|
40.4K
$1.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.6K+ 6.46% |
$902K - $939K
|
439K
$16.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25KNew |
$849K - $883K
|
25K
$935K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
22.5KNew |
$761K - $792K
|
22.5K
$838K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19.2KNew |
$649K - $676K
|
19.2K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 8.76% |
$582K - $606K
|
213K
$7.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 9.5% |
$574K - $597K
|
195K
$7.28M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
16.9KNew |
$571K - $594K
|
16.9K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 382.04% |
$570K - $594K
|
21.2K
$792K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 367.5% |
$566K - $589K
|
21.2K
$792K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5K+ 45.64% |
$458K - $477K
|
43.1K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$446K - $464K
|
13.2K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$413K - $430K
|
12.2K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
12.1K+ 2.52% |
$411K - $428K
|
494K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.27K+ 85.18% |
$280K - $292K
|
18K
$671K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.64KNew |
$259K - $269K
|
7.64K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.41KNew |
$251K - $261K
|
7.41K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.25K+ 1.83% |
$212K - $220K
|
348K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.6K+ 6432.18% |
$190K - $197K
|
5.68K
$212K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.94K+ 96.94% |
$167K - $174K
|
10K
$374K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.8K+ 129.47% |
$163K - $169K
|
8.5K
$317K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.51K+ 101.87% |
$153K - $159K
|
8.94K
$334K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.74K+ 19.99% |
$127K - $132K
|
22.5K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.56K+ 19.09% |
$121K - $126K
|
22.2K
$829K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.4K+ 37.5% |
$115K - $120K
|
12.4K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 13.19% |
$96.8K - $101K
|
24.5K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 8733.33% |
$88.8K - $92.4K
|
2.65K
$98.9K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 15.49% |
$65.4K - $68K
|
14.4K
$537K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.81K+ 1.97% |
$61.2K - $63.7K
|
93.2K
$3.48M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.65KNew |
$55.9K - $58.2K
|
1.65K
$61.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.51K+ 12.94% |
$51K - $53.1K
|
13.1K
$490K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.16K+ 136.8% |
$39.2K - $40.8K
|
2K
$74.7K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.11K+ 0.98% |
$37.5K - $39K
|
114K
$4.25M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
463+ 4.59% |
$15.7K - $16.3K
|
10.5K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
417+ 4.37% |
$14.1K - $14.7K
|
9.95K
$371K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 0.3% |
$12.7K - $13.2K
|
126K
$4.71M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$4.91K - $5.11K
|
145
$5.41K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.02K - $1.06K
|
30
$1.12K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 0.15% |
$305 - $317
|
5.9K
$220K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.03% |
$339 - $353
|
30.3K
$1.13M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42Closed |
$1.42K - $1.48K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-124- 1.32% |
$4.2K - $4.37K
|
9.29K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-138- 1.82% |
$4.68K - $4.87K
|
7.43K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-200- 1.25% |
$6.78K - $7.05K
|
15.8K
$588K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-493- 0.12% |
$16.7K - $17.4K
|
426K
$15.9M
|