Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
529KNew |
$17.2M - $18.1M
|
529K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
111K+ 175.64% |
$3.6M - $3.78M
|
174K
$6.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
78.6K+ 612.42% |
$2.55M - $2.68M
|
91.4K
$3.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
73.6KNew |
$2.39M - $2.51M
|
73.6K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.4K+ 41.61% |
$1.7M - $1.79M
|
178K
$6.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
43.7K+ 53.12% |
$1.42M - $1.49M
|
126K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.5K+ 237.62% |
$1.28M - $1.35M
|
56.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5K+ 225.77% |
$667K - $701K
|
29.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.7KNew |
$608K - $639K
|
18.7K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 8.61% |
$504K - $530K
|
196K
$7.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 3.42% |
$366K - $385K
|
341K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 3.32% |
$355K - $373K
|
340K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.71KNew |
$316K - $331K
|
9.71K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.8K+ 8.46% |
$286K - $300K
|
113K
$4.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.39K+ 27.17% |
$273K - $286K
|
39.3K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 58.04% |
$216K - $227K
|
18.1K
$675K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
6.02KNew |
$196K - $205K
|
6.02K
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.91KNew |
$192K - $202K
|
5.91K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.14K+ 1.04% |
$167K - $175K
|
498K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.07K+ 10.87% |
$132K - $139K
|
41.5K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.04K+ 38.08% |
$131K - $138K
|
14.7K
$547K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.71KNew |
$120K - $126K
|
3.71K
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6KNew |
$84.5K - $88.7K
|
2.6K
$97K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.42K+ 0.96% |
$78.6K - $82.6K
|
256K
$9.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.01K+ 65.02% |
$65.2K - $68.5K
|
5.09K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.56K+ 4.75% |
$50.7K - $53.3K
|
34.4K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.09K+ 7.43% |
$35.4K - $37.2K
|
15.8K
$588K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.09K+ 9.56% |
$35.3K - $37.1K
|
12.5K
$465K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
550+ 4.06% |
$17.9K - $18.8K
|
14.1K
$526K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$2.83K - $2.97K
|
87
$3.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.57K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.08% |
$455 - $478
|
18.4K
$686K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-97- 0.59% |
$3.15K - $3.31K
|
16.2K
$606K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-146- 0.48% |
$4.74K - $4.98K
|
30.3K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 2.66% |
$10.9K - $11.5K
|
12.3K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-430- 2.62% |
$14K - $14.7K
|
16K
$595K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-583- 5.83% |
$18.9K - $19.9K
|
9.41K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-798- 7.33% |
$25.9K - $27.2K
|
10.1K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.43K- 13.63% |
$46.4K - $48.8K
|
9.05K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.47K- 1.96% |
$47.6K - $50K
|
73.5K
$2.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.68K- 27.45% |
$54.4K - $57.2K
|
4.43K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.68K- 6.49% |
$54.5K - $57.2K
|
24.2K
$901K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.86K- 2.15% |
$60.5K - $63.6K
|
84.7K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.22K- 18.91% |
$72.2K - $75.9K
|
9.53K
$356K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.47K- 3.01% |
$80.1K - $84.2K
|
79.4K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.66K- 13.24% |
$86.3K - $90.6K
|
17.4K
$649K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.74K- 4.21% |
$89K - $93.5K
|
62.3K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.49K- 2.54% |
$113K - $119K
|
134K
$4.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.45K- 27.67% |
$145K - $152K
|
11.6K
$434K
|