Ae Wealth Management LLC First Tr Exch Trd Fd Viii Firs Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	BUY	$21.14 - $21.92 $20,336 - $21,087	962 Added 0.98%	99,348 $2.12 Million
Q1 2023 Apr 14, 2023	BUY	$21.0 - $22.1 $644,112 - $677,851	30,672 Added 45.3%	98,386 $2.14 Million
Q4 2022 Jan 31, 2023	SELL	$20.43 - $21.75 $676,927 - $720,664	-33,134 Reduced 32.86%	67,714 $1.43 Million
Q3 2022 Oct 25, 2022	SELL	$21.26 - $23.46 $305,229 - $336,815	-14,357 Reduced 12.46%	100,848 $2.17 Million
Q2 2022 Aug 03, 2022	BUY	$22.27 - $24.14 $163,795 - $177,549	7,355 Added 6.82%	115,205 $2.62 Million
Q1 2022 Apr 18, 2022	BUY	$24.06 - $25.68 $2.38 Million - $2.54 Million	99,018 Added 1121.13%	107,850 $2.6 Million
Q4 2021 Jan 20, 2022	BUY	$25.65 - $25.96 $226,540 - $229,278	8,832 New	8,832 $227,000

Others Institutions Holding DEED

# of Institutions

35

Shares Held

2.17M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

808K
Shares

$17 Million
1.72% of portfolio
New Edge Advisors, LLC New Orleans, LA

294K
Shares

$6.2 Million
0.04% of portfolio
Legacy Cg, LLC Plano, TX

240K
Shares

$5.05 Million
2.24% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.13 Million
0.0% of portfolio
Blackhawk Capital Partners Llc. Thiensville, WI

118K
Shares

$2.49 Million
1.4% of portfolio

About FIRST TR EXCH TRD FD VIII FIRS

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