Smart Wealth LLC First Tr ETF Viii Cboe Vest U Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Dec 13, 2024	SELL	$33.88 - $35.27 $17.9 Million - $18.7 Million	-528,935 Closed	0 $0
Q4 2023 Dec 13, 2024	BUY	$32.49 - $34.13 $17.2 Million - $18.1 Million	528,935 New	528,935 $18 Billion

Others Institutions Holding XDEC

# of Institutions

77

Shares Held

10.9M

Call Options Held

0

Put Options Held

0

Prostatis Group LLC Hanover, MD

4.74M
Shares

$179 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.48M
Shares

$56.1 Million
0.13% of portfolio
Envestnet Asset Management Inc

700K
Shares

$26.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

403K
Shares

$15.2 Million
0.03% of portfolio
Bouchey Financial Group LTD

401K
Shares

$15.2 Million
1.41% of portfolio

About FIRST TR ETF VIII CBOE VEST U

Ticker XDEC
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