Aptus Capital Advisors, LLC First Tr Exch Trd Fd Viii Firs Transaction History

Aptus Capital Advisors, LLC

$8.97 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$20.4 - $21.11 $58,323 - $60,353	-2,859 Reduced 48.44%	3,043 $63,000
Q3 2023 Nov 08, 2023	SELL	$19.97 - $21.34 $32,331 - $34,549	-1,619 Reduced 21.53%	5,902 $117,000
Q2 2023 Aug 11, 2023	SELL	$21.14 - $21.92 $4,967 - $5,151	-235 Reduced 3.03%	7,521 $160,000
Q1 2023 May 09, 2023	SELL	$21.0 - $22.1 $20,307 - $21,370	-967 Reduced 11.09%	7,756 $168,000
Q4 2022 Feb 13, 2023	SELL	$20.43 - $21.75 $190,489 - $202,797	-9,324 Reduced 51.67%	8,723 $183,000
Q3 2022 Nov 02, 2022	SELL	$21.26 - $23.46 $6,165 - $6,803	-290 Reduced 1.58%	18,047 $387,000
Q2 2022 Jul 29, 2022	BUY	$22.27 - $24.14 $37,747 - $40,917	1,695 Added 10.19%	18,337 $417,000
Q1 2022 May 04, 2022	BUY	$24.06 - $25.68 $400,406 - $427,366	16,642 New	16,642 $402,000

Others Institutions Holding DEED

# of Institutions

43

Shares Held

2.92M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

993K
Shares

$20.6 Million
1.81% of portfolio
Guided Capital Wealth Management, LLC Houston, TX

320K
Shares

$6.65 Million
5.65% of portfolio
New Edge Advisors, LLC New Orleans, LA

285K
Shares

$5.91 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

159K
Shares

$3.3 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.08 Million
0.0% of portfolio

About FIRST TR EXCH TRD FD VIII FIRS

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