Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (DDEC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
1.82MNew |
$55.5M - $58.4M
|
1.82M
$73.3M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
306KNew |
$9.33M - $9.82M
|
306K
$12.3M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.4KNew |
$1.75M - $1.84M
|
57.4K
$2.31M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
31KNew |
$945K - $995K
|
31K
$1.25M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
30KNew |
$913K - $961K
|
30K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.5K+ 26.52% |
$624K - $657K
|
97.7K
$3.93M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 57.85% |
$429K - $451K
|
38.4K
$1.55M
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$417K - $439K
|
13.7K
$551K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 19.19% |
$413K - $435K
|
84.3K
$3.39M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$411K - $432K
|
13.5K
$542K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 31.08% |
$354K - $372K
|
49K
$1.97M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.5KNew |
$349K - $367K
|
11.5K
$461K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 13.77% |
$328K - $345K
|
89K
$3.58M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 10.2% |
$328K - $345K
|
116K
$4.68M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.78KNew |
$298K - $314K
|
9.78K
$393K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.67K+ 697.03% |
$264K - $278K
|
9.92K
$399K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.8K+ 22.32% |
$237K - $250K
|
42.7K
$1.72M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.21K+ 19.05% |
$128K - $135K
|
26.3K
$1.06M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.18KNew |
$127K - $134K
|
4.18K
$168K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 13.58% |
$114K - $120K
|
31.3K
$1.26M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.16K+ 21.63% |
$96.3K - $101K
|
17.8K
$716K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.06K+ 13.33% |
$93.3K - $98.2K
|
26K
$1.05M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.66K+ 200.61% |
$50.4K - $53K
|
2.48K
$99.7K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.47K+ 38.74% |
$44.8K - $47.2K
|
5.27K
$212K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$40K - $42.1K
|
1.31K
$52.8K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 18.03% |
$38.1K - $40.1K
|
8.18K
$329K
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.15K+ 11.42% |
$34.9K - $36.7K
|
11.2K
$450K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.04KNew |
$31.5K - $33.2K
|
1.04K
$41.7K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
822New |
$25K - $26.3K
|
822
$33.1K
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
787+ 4.43% |
$24K - $25.2K
|
18.6K
$747K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
641+ 2.69% |
$19.5K - $20.5K
|
24.5K
$984K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
638+ 1.01% |
$19.4K - $20.4K
|
63.9K
$2.57M
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 0.09% |
$305 - $321
|
10.8K
$435K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-250- 1.91% |
$7.61K - $8.01K
|
12.8K
$515K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-260- 0.16% |
$7.92K - $8.33K
|
166K
$6.67M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-311- 3.48% |
$9.47K - $9.97K
|
8.62K
$347K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-375- 3.68% |
$11.4K - $12K
|
9.82K
$395K
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-635- 5.94% |
$19.3K - $20.4K
|
10.1K
$404K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-725- 4.82% |
$22.1K - $23.2K
|
14.3K
$576K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-750- 2.31% |
$22.8K - $24K
|
31.7K
$1.27M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-835- 0.3% |
$25.4K - $26.8K
|
279K
$11.2M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-874- 1.85% |
$26.6K - $28K
|
46.5K
$1.87M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.29K- 46.32% |
$69.6K - $73.3K
|
2.65K
$107K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.55K- 14.55% |
$77.6K - $81.7K
|
15K
$602K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.56K- 46.8% |
$200K - $210K
|
7.46K
$300K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9K- 47.75% |
$274K - $288K
|
9.85K
$396K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.1K- 3.38% |
$309K - $325K
|
290K
$11.7M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.5K- 68.56% |
$442K - $465K
|
6.65K
$267K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 7.6% |
$505K - $532K
|
202K
$8.11M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.2K- 18.14% |
$645K - $679K
|
95.6K
$3.84M
|