Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
119KNew |
$4.22M - $4.47M
|
119K
$4.8M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
104K+ 652.81% |
$3.66M - $3.88M
|
119K
$4.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.6KNew |
$2.78M - $2.95M
|
78.6K
$3.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
56.1K+ 95.51% |
$1.98M - $2.1M
|
115K
$4.62M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50.6KNew |
$1.79M - $1.89M
|
50.6K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.7K+ 38.85% |
$1.33M - $1.41M
|
135K
$5.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
32.4K+ 182.1% |
$1.15M - $1.21M
|
50.1K
$2.02M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31.8KNew |
$1.12M - $1.19M
|
31.8K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.8KNew |
$1.02M - $1.08M
|
28.8K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21.2KNew |
$749K - $793K
|
21.2K
$851K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20.5KNew |
$726K - $769K
|
20.5K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.3K+ 137.0% |
$682K - $722K
|
33.3K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.6K+ 94.62% |
$553K - $585K
|
32.1K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.4KNew |
$473K - $501K
|
13.4K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3K+ 192.84% |
$469K - $497K
|
20.1K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 21.99% |
$405K - $429K
|
63.6K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 117.42% |
$368K - $390K
|
19.3K
$774K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.2KNew |
$360K - $381K
|
10.2K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.66K+ 45.22% |
$342K - $362K
|
31K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.58K+ 247.81% |
$268K - $284K
|
10.6K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
6.58K+ 0.35% |
$233K - $247K
|
1.87M
$75.1M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.44K+ 14.9% |
$228K - $241K
|
49.6K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.1KNew |
$216K - $229K
|
6.1K
$245K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.38K+ 6.58% |
$190K - $201K
|
87.1K
$3.5M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.37KNew |
$190K - $201K
|
5.37K
$216K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.7K+ 103.32% |
$166K - $176K
|
9.26K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.53K+ 10.38% |
$160K - $170K
|
48.1K
$1.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.29K+ 39.85% |
$152K - $161K
|
15.1K
$606K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.26K+ 17.29% |
$151K - $160K
|
28.9K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
3.13K+ 52.03% |
$111K - $117K
|
9.14K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 7.4% |
$104K - $110K
|
42.7K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.72K+ 18.23% |
$96.3K - $102K
|
17.6K
$710K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$66.7K - $70.6K
|
1.89K
$75.8K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.05K+ 4.18% |
$37.2K - $39.3K
|
26.2K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.03K+ 1.3% |
$36.5K - $38.6K
|
80.2K
$3.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
822+ 3.14% |
$29.1K - $30.8K
|
27K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
700+ 14.25% |
$24.8K - $26.2K
|
5.61K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
639+ 77.74% |
$22.6K - $23.9K
|
1.46K
$58.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
639+ 77.74% |
$22.6K - $23.9K
|
1.46K
$58.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
593+ 1.08% |
$21K - $22.2K
|
55.5K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
580+ 3.98% |
$20.5K - $21.7K
|
15.1K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
293+ 2.38% |
$10.4K - $11K
|
12.6K
$507K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273+ 22.98% |
$9.66K - $10.2K
|
1.46K
$58.8K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
192+ 181.13% |
$6.79K - $7.19K
|
298
$12K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 0.84% |
$283 - $300
|
962
$38.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 0.12% |
$1.38K - $1.46K
|
31.3K
$1.26M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-111- 1.51% |
$3.93K - $4.16K
|
7.25K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-122- 2.99% |
$4.32K - $4.57K
|
3.96K
$159K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-194- 0.19% |
$6.87K - $7.27K
|
102K
$4.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-279- 8.88% |
$9.87K - $10.5K
|
2.86K
$115K
|