Gradient Investments LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	SELL	$33.47 - $35.37 $5,422 - $5,729	-162 Reduced 4.62%	3,347 $118,000
Q1 2023 Apr 17, 2023	BUY	$32.49 - $34.07 $5,263 - $5,519	162 Added 4.84%	3,509 $118,000
Q4 2022 Jan 10, 2023	SELL	$32.71 - $34.15 $1,864 - $1,946	-57 Reduced 1.67%	3,347 $0
Q1 2022 May 26, 2022	SELL	$34.69 - $36.11 $728 - $758	-21 Reduced 0.61%	3,404 $122,000
Q3 2021 Oct 18, 2021	SELL	$34.0 - $34.68 $6,188 - $6,311	-182 Reduced 5.05%	3,425 $117,000
Q1 2021 Apr 21, 2021	SELL	$32.18 - $33.19 $4,376 - $4,513	-136 Reduced 3.63%	3,607 $120,000
Q3 2020 Oct 06, 2020	SELL	$29.91 - $31.46 $7,896 - $8,305	-264 Reduced 6.59%	3,743 $116,000
Q2 2020 Jul 10, 2020	SELL	$26.86 - $30.49 $33.3 Million - $37.8 Million	-1,239,375 Reduced 99.68%	4,007 $120,000
Q1 2020 Apr 07, 2020	BUY	$26.06 - $30.33 $32.4 Million - $37.7 Million	1,243,382 New	1,243,382 $34.2 Million

Others Institutions Holding DFEB

# of Institutions

104

Shares Held

4.67M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$70.3 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

379K
Shares

$16.3 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.22 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

191K
Shares

$8.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

140K
Shares

$6 Million
0.0% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
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