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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-343- 4.38% |
$12.1K - $12.9K
|
7.5K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-479- 11.32% |
$17K - $17.9K
|
3.75K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1K- 1.96% |
$35.4K - $37.5K
|
50K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 15.24% |
$53K - $56.1K
|
8.33K
$335K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.27K- 10.12% |
$80.4K - $85.1K
|
20.2K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.74K- 0.93% |
$96.9K - $103K
|
293K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.87K- 4.54% |
$137K - $145K
|
81.5K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.2K- 16.45% |
$149K - $157K
|
21.3K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.49K- 28.99% |
$194K - $206K
|
13.4K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7K- 14.86% |
$248K - $262K
|
40.1K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.25K- 2.7% |
$257K - $272K
|
261K
$10.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.69K- 12.39% |
$343K - $363K
|
68.5K
$2.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-11.4K- 40.17% |
$402K - $426K
|
16.9K
$681K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 52.41% |
$415K - $439K
|
10.6K
$428K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-13.2K- 41.1% |
$465K - $493K
|
18.8K
$758K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-14.4K- 37.97% |
$510K - $540K
|
23.5K
$947K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.4K- 87.22% |
$511K - $541K
|
2.12K
$85.1K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.6K- 24.92% |
$518K - $548K
|
44.1K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17K- 38.77% |
$603K - $639K
|
26.9K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.2K- 28.89% |
$610K - $645K
|
42.4K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.8K- 8.73% |
$737K - $781K
|
218K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.7K- 58.32% |
$1.65M - $1.75M
|
33.3K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-160K- 82.13% |
$5.65M - $5.99M
|
34.8K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-177K- 92.44% |
$6.26M - $6.63M
|
14.5K
$582K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-404KClosed |
$14.3M - $15.1M
|
0
$0
|