Commonwealth Equity Services, LLC First Tr Exch Trd Fd Viii Firs Transaction History

Commonwealth Equity Services, LLC

$66 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$20.4 - $21.11 $202,021 - $209,052	9,903 New	9,903 $205,000
Q3 2022 Nov 14, 2022	SELL	$21.26 - $23.46 $243,767 - $268,992	-11,466 Reduced 32.51%	23,800 $510,000
Q2 2022 Jul 19, 2022	SELL	$22.27 - $24.14 $1.21 Million - $1.31 Million	-54,347 Reduced 60.65%	35,266 $801,000
Q1 2022 May 04, 2022	SELL	$24.06 - $25.68 $8.65 Million - $9.24 Million	-359,651 Reduced 80.05%	89,613 $2.16 Million
Q4 2021 Jan 31, 2022	BUY	$25.65 - $25.96 $777,118 - $786,510	30,297 Added 7.23%	449,264 $11.5 Million
Q3 2021 Oct 29, 2021	BUY	$25.86 - $26.11 $926,201 - $935,155	35,816 Added 9.35%	418,967 $10.9 Million
Q2 2021 Aug 11, 2021	BUY	$25.76 - $26.02 $9.28 Million - $9.37 Million	360,132 Added 1564.5%	383,151 $9.94 Million
Q1 2021 May 04, 2021	BUY	$25.74 - $25.97 $592,509 - $597,803	23,019 New	23,019 $592,000

Others Institutions Holding DEED

# of Institutions

35

Shares Held

2.17M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

808K
Shares

$16.6 Million
1.72% of portfolio
New Edge Advisors, LLC New Orleans, LA

294K
Shares

$6.04 Million
0.04% of portfolio
Legacy Cg, LLC Plano, TX

240K
Shares

$4.93 Million
2.24% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.05 Million
0.0% of portfolio
Blackhawk Capital Partners Llc. Thiensville, WI

118K
Shares

$2.43 Million
1.4% of portfolio

About FIRST TR EXCH TRD FD VIII FIRS

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