Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.6KNew |
$1.79M - $1.86M
|
51.6K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.6KNew |
$1.79M - $1.86M
|
51.6K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.7K+ 1.14% |
$650K - $674K
|
1.66M
$62.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.1KNew |
$593K - $615K
|
17.1K
$636K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.2K+ 63.62% |
$320K - $332K
|
23.7K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.56K+ 70.21% |
$298K - $309K
|
20.8K
$774K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
7.57K+ 1.53% |
$263K - $273K
|
501K
$18.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.88KNew |
$204K - $212K
|
5.88K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.84K+ 5.12% |
$203K - $211K
|
120K
$4.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6KNew |
$195K - $202K
|
5.6K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.55KNew |
$193K - $200K
|
5.55K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.51K+ 3.58% |
$157K - $163K
|
131K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.38K+ 1.59% |
$117K - $122K
|
216K
$8.07M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.8K+ 5.77% |
$62.7K - $65K
|
33K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 0.45% |
$52.2K - $54.2K
|
336K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.49KNew |
$51.6K - $53.6K
|
1.49K
$55.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.13KNew |
$39.1K - $40.6K
|
1.13K
$42K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
214+ 1.19% |
$7.44K - $7.72K
|
18.2K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40+ 0.26% |
$1.39K - $1.44K
|
15.6K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2- -0.0% |
$69.5 - $72.1
|
48.4K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-44- 0.33% |
$1.53K - $1.59K
|
13.1K
$488K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-78- 0.99% |
$2.71K - $2.81K
|
7.77K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-134- 0.61% |
$4.66K - $4.83K
|
21.8K
$812K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-154- 0.51% |
$5.35K - $5.55K
|
30.1K
$1.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-275- 0.7% |
$9.56K - $9.92K
|
39K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-473- 7.86% |
$16.4K - $17.1K
|
5.55K
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-821- 5.33% |
$28.5K - $29.6K
|
14.6K
$544K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-866- 1.27% |
$30.1K - $31.2K
|
67.3K
$2.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.16K- 7.33% |
$40.2K - $41.7K
|
14.6K
$544K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.34K- 14.73% |
$46.7K - $48.4K
|
7.77K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 17.68% |
$54.9K - $57K
|
7.36K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.63K- 16.33% |
$56.5K - $58.6K
|
8.32K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.2K- 13.07% |
$76.6K - $79.4K
|
14.6K
$546K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.22K- 9.58% |
$77.3K - $80.2K
|
21K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.28K- 40.14% |
$79.3K - $82.3K
|
3.4K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.3K- 4.64% |
$80.1K - $83.1K
|
47.4K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.42K- 1.7% |
$84.1K - $87.3K
|
139K
$5.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.71K- 18.81% |
$94.1K - $97.6K
|
11.7K
$436K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.27K- 1.34% |
$114K - $118K
|
240K
$8.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.39K- 27.22% |
$118K - $122K
|
9.06K
$338K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.8K- 4.07% |
$132K - $137K
|
89.4K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.8K- 36.03% |
$132K - $137K
|
6.75K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.94K- 17.75% |
$137K - $142K
|
18.3K
$681K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5.04K- 1.18% |
$175K - $182K
|
421K
$15.7M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.54K- 2.46% |
$297K - $308K
|
339K
$12.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.4K- 46.2% |
$361K - $374K
|
12.1K
$451K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11K- 3.27% |
$381K - $396K
|
325K
$12.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 36.13% |
$542K - $562K
|
27.6K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-15.6K- 69.56% |
$543K - $564K
|
6.84K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.7K- 78.61% |
$580K - $602K
|
4.54K
$169K
|