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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-506- 0.69% |
$17.1K - $17.8K
|
73.1K
$2.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-510- 5.3% |
$17.3K - $18K
|
9.11K
$340K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-802- 1.16% |
$27.2K - $28.3K
|
68.1K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-837- 5.16% |
$28.4K - $29.5K
|
15.4K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.65K- 1.23% |
$55.9K - $58.2K
|
132K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.11K- 1.16% |
$71.4K - $74.3K
|
179K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.86K- 15.54% |
$96.8K - $101K
|
15.5K
$579K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.06K- 3.61% |
$104K - $108K
|
81.6K
$3.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.92K- 14.44% |
$133K - $138K
|
23.2K
$865K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.71K- 1.68% |
$194K - $202K
|
335K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.38K- 15.67% |
$216K - $225K
|
34.3K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.81K- 13.9% |
$265K - $275K
|
48.4K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.26K- 45.65% |
$280K - $291K
|
9.83K
$367K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.7K- 40.15% |
$329K - $342K
|
14.5K
$539K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.2K- 24.66% |
$346K - $361K
|
31.2K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.4K- 4.83% |
$419K - $436K
|
243K
$9.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-12.6K- 20.25% |
$427K - $445K
|
49.7K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.8K- 3.85% |
$2.23M - $2.32M
|
1.64M
$61.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-152K- 87.4% |
$5.15M - $5.36M
|
21.9K
$817K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-529KClosed |
$17.9M - $18.7M
|
0
$0
|