Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 33.43% |
$6.22M - $6.46M
|
700K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 24.04% |
$2.76M - $2.87M
|
403K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.5KNew |
$1.33M - $1.38M
|
37.5K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.6K+ 28.87% |
$1.23M - $1.27M
|
154K
$5.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.2KNew |
$679K - $705K
|
19.2K
$715K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
18.8KNew |
$666K - $692K
|
18.8K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 4.3% |
$517K - $537K
|
354K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2K+ 36.92% |
$360K - $374K
|
37.7K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.85KNew |
$349K - $363K
|
9.85K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.45KNew |
$229K - $237K
|
6.45K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98KNew |
$212K - $220K
|
5.98K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.25K+ 76.72% |
$186K - $193K
|
12.1K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.04K+ 339.26% |
$178K - $185K
|
6.52K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32KNew |
$82.1K - $85.2K
|
2.32K
$86.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 26.28% |
$72.4K - $75.2K
|
9.82K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 7.93% |
$51.1K - $53.1K
|
19.6K
$733K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21K+ 10.34% |
$42.8K - $44.5K
|
12.9K
$481K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 0.33% |
$39.8K - $41.3K
|
337K
$12.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
657New |
$23.3K - $24.2K
|
657
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
76+ 0.22% |
$2.69K - $2.8K
|
34.4K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66New |
$2.34K - $2.43K
|
66
$2.46K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12- 0.02% |
$425 - $442
|
67.2K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-25- 0.17% |
$886 - $920
|
14.6K
$543K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-38- 0.46% |
$1.35K - $1.4K
|
8.29K
$309K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-55- 0.46% |
$1.95K - $2.02K
|
12K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-300- 2.06% |
$10.6K - $11K
|
14.3K
$534K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-384- 34.13% |
$13.6K - $14.1K
|
741
$27.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-412- 2.37% |
$14.6K - $15.2K
|
17K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-452- 5.82% |
$16K - $16.6K
|
7.32K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-550- 4.2% |
$19.5K - $20.2K
|
12.5K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-657- 14.46% |
$23.3K - $24.2K
|
3.89K
$145K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-845- 42.23% |
$29.9K - $31.1K
|
1.16K
$43.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-975- 13.4% |
$34.5K - $35.9K
|
6.3K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.05K- 3.49% |
$37.3K - $38.7K
|
29.1K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.06K- 2.05% |
$37.6K - $39K
|
50.5K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.07K- 1.19% |
$37.8K - $39.2K
|
88.4K
$3.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 16.15% |
$45.1K - $46.8K
|
6.61K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.55K- 7.41% |
$55K - $57.2K
|
19.4K
$725K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.59K- 18.65% |
$56.2K - $58.4K
|
6.92K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 10.4% |
$57.3K - $59.5K
|
13.9K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.26K- 10.38% |
$80.1K - $83.2K
|
19.5K
$728K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.48K- 13.57% |
$87.9K - $91.3K
|
15.8K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.62K- 1.88% |
$92.9K - $96.5K
|
137K
$5.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.08K- 6.49% |
$109K - $113K
|
44.3K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.32K- 97.44% |
$117K - $122K
|
87
$3.25K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.42K- 37.69% |
$121K - $126K
|
5.65K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.46K- 10.48% |
$123K - $127K
|
29.6K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.81K- 7.87% |
$135K - $140K
|
44.6K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.91K- 12.58% |
$174K - $181K
|
34.1K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.05K- 2.1% |
$179K - $186K
|
235K
$8.77M
|