Arkadios Wealth Advisors First Tr Exch Trd Fd Viii Firs Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	SELL	$19.32 - $21.23 $5,583 - $6,135	-289 Reduced 1.73%	16,412 $348,000
Q3 2023 Oct 13, 2023	SELL	$19.97 - $21.34 $33,869 - $36,192	-1,696 Reduced 9.22%	16,701 $333,000
Q2 2023 Jul 26, 2023	SELL	$21.14 - $21.92 $2,642 - $2,740	-125 Reduced 0.67%	18,397 $392,000
Q1 2023 May 02, 2023	SELL	$21.0 - $22.1 $7,812 - $8,221	-372 Reduced 1.97%	18,522 $402,000
Q4 2022 Jan 11, 2023	BUY	$20.43 - $21.75 $386,004 - $410,944	18,894 New	18,894 $0
Q2 2022 Jul 14, 2022	SELL	$22.27 - $24.14 $241,028 - $261,267	-10,823 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$24.06 - $25.68 $8,156 - $8,705	-339 Reduced 3.04%	10,823 $261,000
Q4 2021 Feb 03, 2022	SELL	$25.65 - $25.96 $270,838 - $274,111	-10,559 Reduced 48.61%	11,162 $287,000
Q3 2021 Oct 19, 2021	SELL	$25.86 - $26.11 $209,103 - $211,125	-8,086 Reduced 27.13%	21,721 $563,000
Q2 2021 Jul 28, 2021	BUY	$25.76 - $26.02 $767,828 - $775,578	29,807 New	29,807 $772,000

Others Institutions Holding DEED

# of Institutions

35

Shares Held

2.17M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

808K
Shares

$16.9 Million
1.72% of portfolio
New Edge Advisors, LLC New Orleans, LA

294K
Shares

$6.14 Million
0.04% of portfolio
Legacy Cg, LLC Plano, TX

240K
Shares

$5.01 Million
2.24% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.1 Million
0.0% of portfolio
Blackhawk Capital Partners Llc. Thiensville, WI

118K
Shares

$2.47 Million
1.4% of portfolio

About FIRST TR EXCH TRD FD VIII FIRS

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