Ifp Advisors, Inc First Tr Exch Trd Fd Viii Firs Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$20.43 - $21.75 $75,529 - $80,409	-3,697 Reduced 75.82%	1,179 $30,000
Q3 2022 Nov 08, 2022	BUY	$21.26 - $23.46 $63,524 - $70,098	2,988 Added 158.26%	4,876 $122,000
Q2 2022 Sep 06, 2022	BUY	$22.27 - $24.14 $42,045 - $45,576	1,888 New	1,888 $48,000
Q2 2022 Aug 12, 2022	SELL	$22.27 - $24.14 $42,045 - $45,576	-1,888 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$24.06 - $25.68 $139,836 - $149,252	-5,812 Reduced 75.48%	1,888 $45,000
Q3 2021 Oct 06, 2021	BUY	$25.86 - $26.11 $199,122 - $201,047	7,700 New	7,700 $200,000
Q2 2021 Jul 13, 2021	BUY	$25.76 - $26.02 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$25.74 - $25.97 $0 - $0	0 New	0 $0

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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