Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.39K- 21.47% |
$124K - $127K
|
12.4K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.79K- 19.4% |
$139K - $142K
|
15.7K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.9K- 31.6% |
$143K - $146K
|
8.44K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.34K- 2.27% |
$196K - $200K
|
230K
$8.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.91K- 4.32% |
$217K - $222K
|
131K
$4.71M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-6.15K- 28.54% |
$226K - $231K
|
15.4K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.09K- 36.49% |
$260K - $266K
|
12.3K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.1K- 61.75% |
$850K - $869K
|
14.3K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-24.5K- 71.81% |
$899K - $919K
|
9.61K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34K- 22.54% |
$1.25M - $1.28M
|
117K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.8K- 82.59% |
$1.35M - $1.38M
|
7.76K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47.6K- 22.88% |
$1.75M - $1.79M
|
161K
$5.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82.4K- 93.29% |
$3.03M - $3.1M
|
5.93K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.6K- 23.65% |
$3.07M - $3.14M
|
270K
$9.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-129K- 31.97% |
$4.72M - $4.83M
|
274K
$9.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-283K- 40.42% |
$10.4M - $10.6M
|
417K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-464K- 96.78% |
$17M - $17.4M
|
15.4K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35M- 90.82% |
$49.5M - $50.6M
|
136K
$4.9M
|