Purchases and Sales Made in Q3 2023 in First Tr ETF Viii Cboe Vest U (XDEC)

XDEC Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest U (XDEC) during Q3 2023. 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
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
244K
+ 14.65%
$7.93M - $8.1M
1.91M $70.8M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
74.9K
New
$2.44M - $2.49M
74.9K $2.78M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
44.6K
+ 148633.33%
$1.45M - $1.48M
44.6K $1.66M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
15.8K
+ 5.03%
$514K - $525K
330K $12.2M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
12.8K
New
$418K - $427K
12.8K $476K
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
7.68K
+ 3.13%
$250K - $255K
253K $9.4M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
5.12K
+ 2.45%
$166K - $170K
214K $7.95M
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
3.45K
+ 34.14%
$112K - $115K
13.6K $503K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
3.09K
New
$100K - $103K
3.09K $114K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
3K
+ 96.71%
$97.6K - $99.7K
6.1K $226K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1K
New
$32.5K - $33.2K
1K $37.1K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
583
New
$19K - $19.4K
583 $21.6K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
367
New
$11.9K - $12.2K
367 $13.6K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
2
+ 0.01%
$65.1 - $66.5
16.6K $618K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-51
- 0.17%
$1.66K - $1.7K
30.4K $1.13M
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-100
- 0.12%
$3.25K - $3.32K
86.5K $3.21M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
SELL
 -
-173
- 1.45%
$5.63K - $5.75K
11.8K $436K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-240
- 3.07%
$7.81K - $7.98K
7.57K $281K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

SELL
 -
-300
- 0.96%
$9.77K - $9.97K
30.9K $1.15M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-304
- 2.72%
$9.9K - $10.1K
10.9K $404K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-400
- 25.0%
$13K - $13.3K
1.2K $44.5K
Nov 06, 2023 Q3 2023
Corrado Advisors, LLC

Ramsey, NJ
SELL
 -
-508
- 3.02%
$16.5K - $16.9K
16.3K $606K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-590
- 3.11%
$19.2K - $19.6K
18.4K $683K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-607
- 0.73%
$19.8K - $20.2K
82.2K $3.05M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-671
- 5.57%
$21.8K - $22.3K
11.4K $422K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-909
- 45.22%
$29.6K - $30.2K
1.1K $40.9K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-915
- 2.71%
$29.8K - $30.4K
32.9K $1.22M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

SELL
 -
-1K
- 1.43%
$32.5K - $33.2K
68.9K $2.56M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.4K
- 4.76%
$45.5K - $46.4K
28K $1.04M
Oct 20, 2023 Q3 2023
Echo Wealth Management, LLC

SELL
 -
-1.41K
- 12.77%
$45.9K - $46.8K
9.62K $357K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.7K
- 18.2%
$55.3K - $56.5K
7.64K $283K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-1.79K
- 18.59%
$58.4K - $59.6K
7.85K $291K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-1.84K
- 3.54%
$59.8K - $61.1K
50.1K $1.86M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-3.55K
- 12.09%
$116K - $118K
25.8K $959K
Dec 06, 2023 Q3 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-3.77K
- 5.48%
$123K - $125K
65K $2.41M
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

SELL
 -
-3.84K
- 13.74%
$125K - $127K
24.1K $894K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-4.97K
- 28.97%
$162K - $165K
12.2K $453K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

SELL
 -
-6.84K
- 31.79%
$223K - $227K
14.7K $545K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-7.69K
- 42.3%
$250K - $255K
10.5K $389K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-8.32K
- 33.68%
$271K - $277K
16.4K $608K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-9.6K
- 5.06%
$313K - $319K
180K $6.69M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

SELL
 -
-10.2K
- 6.89%
$333K - $340K
138K $5.13M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-11.9K
- 2.36%
$388K - $396K
493K $18.3M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-12.1K
- 8.09%
$393K - $401K
137K $5.08M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-12.7K
- 32.1%
$412K - $421K
26.8K $993K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-13.7K
- 88.09%
$444K - $454K
1.85K $68.5K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

SELL
 -
-13.7K
- 26.87%
$447K - $457K
37.4K $1.39M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

SELL
 -
-15.2K
- 19.43%
$495K - $506K
63.1K $2.34M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-20K
- 68.75%
$651K - $665K
9.09K $337K

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