Walkner Condon Financial Advisors LLC First Tr Exch Trd Fd Viii Firs Transaction History

Walkner Condon Financial Advisors LLC

$484 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	SELL	$19.32 - $21.23 $4.95 Million - $5.44 Million	-256,306 Reduced 78.84%	68,770 $1.46 Million
Q3 2023 Oct 19, 2023	SELL	$19.97 - $21.34 $8,507 - $9,090	-426 Reduced 0.13%	325,076 $6.49 Million
Q2 2023 Jul 21, 2023	BUY	$21.14 - $21.92 $181,064 - $187,744	8,565 Added 2.7%	325,502 $6.95 Million
Q1 2023 Apr 20, 2023	BUY	$21.0 - $22.1 $242,487 - $255,188	11,547 Added 3.78%	316,937 $6.88 Million
Q4 2022 Jan 25, 2023	SELL	$20.43 - $21.75 $101,373 - $107,923	-4,962 Reduced 1.6%	305,390 $0
Q3 2022 Oct 28, 2022	BUY	$21.26 - $23.46 $179,880 - $198,495	8,461 Added 2.8%	310,352 $6.66 Million
Q2 2022 Aug 04, 2022	BUY	$22.27 - $24.14 $255,615 - $277,078	11,478 Added 3.95%	301,891 $6.86 Million
Q1 2022 May 03, 2022	BUY	$24.06 - $25.68 $6.78 Million - $7.24 Million	281,951 Added 3331.97%	290,413 $7.01 Billion
Q4 2021 Feb 11, 2022	SELL	$25.65 - $25.96 $6.56 Million - $6.64 Million	-255,705 Reduced 96.8%	8,462 $217,000
Q3 2021 Nov 04, 2021	BUY	$25.86 - $26.11 $445,154 - $449,457	17,214 Added 6.97%	264,167 $6.84 Million
Q2 2021 Aug 10, 2021	BUY	$25.76 - $26.02 $3.38 Million - $3.42 Million	131,351 Added 113.62%	246,953 $6.4 Million
Q1 2021 Apr 13, 2021	BUY	$25.74 - $25.97 $2.98 Million - $3 Million	115,602 New	115,602 $2.98 Million

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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