Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20KNew |
$733K - $772K
|
20K
$806K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.6KNew |
$682K - $718K
|
18.6K
$750K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$449K - $473K
|
12.3K
$494K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 110.14% |
$429K - $451K
|
22.4K
$899K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
10.5K+ 0.56% |
$383K - $403K
|
1.88M
$75.6M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.69K+ 49.77% |
$245K - $258K
|
20.1K
$810K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.38K+ 2139.93% |
$233K - $246K
|
6.68K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.22KNew |
$228K - $240K
|
6.22K
$250K
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6KNew |
$220K - $231K
|
6K
$241K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$53.8K - $56.6K
|
1.47K
$59.2K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4K+ 2.2% |
$51.3K - $54K
|
65K
$2.61M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.31KNew |
$48K - $50.5K
|
1.31K
$52.8K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.06KNew |
$38.9K - $40.9K
|
1.06K
$42.8K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
980+ 24.74% |
$35.9K - $37.7K
|
4.94K
$199K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
954New |
$34.9K - $36.7K
|
954
$38.4K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
750+ 12.89% |
$27.4K - $28.9K
|
6.57K
$264K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
661+ 1.37% |
$24.2K - $25.5K
|
48.8K
$1.96M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
85New |
$3.11K - $3.27K
|
85
$3.42K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.05% |
$36.6 - $38.5
|
2.12K
$85.1K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 0.07% |
$366 - $385
|
15K
$605K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-28- 0.22% |
$1.02K - $1.08K
|
12.6K
$506K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-53- 0.11% |
$1.94K - $2.04K
|
49.9K
$2.01M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-100- 1.86% |
$3.66K - $3.85K
|
5.27K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-273- 18.69% |
$9.99K - $10.5K
|
1.19K
$47.8K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-273- 18.69% |
$9.99K - $10.5K
|
1.19K
$47.8K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-287- 3.96% |
$10.5K - $11.1K
|
6.97K
$280K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-335- 1.66% |
$12.3K - $12.9K
|
19.8K
$796K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-338- 0.33% |
$12.4K - $13K
|
102K
$4.08M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-484- 1.1% |
$17.7K - $18.6K
|
43.6K
$1.75M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-503- 2.79% |
$18.4K - $19.4K
|
17.5K
$705K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-544- 0.4% |
$19.9K - $20.9K
|
134K
$5.4M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-600- 9.84% |
$22K - $23.1K
|
5.5K
$221K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-607- 5.96% |
$22.2K - $23.4K
|
9.57K
$385K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-706- 4.0% |
$25.8K - $27.2K
|
16.9K
$681K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-710- 1.67% |
$26K - $27.3K
|
41.7K
$1.68M
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-720- 1.3% |
$26.3K - $27.7K
|
54.8K
$2.2M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-774- 3.29% |
$28.3K - $29.8K
|
22.8K
$916K
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-995- 10.89% |
$36.4K - $38.3K
|
8.15K
$328K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1K- 3.11% |
$36.6K - $38.5K
|
31.1K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.11K- 0.93% |
$40.6K - $42.7K
|
118K
$4.75M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 3.11% |
$45.6K - $48K
|
38.9K
$1.56M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.6K- 11.95% |
$58.5K - $61.5K
|
11.8K
$474K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.63K- 5.11% |
$59.5K - $62.6K
|
30.2K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.12K- 0.72% |
$77.6K - $81.7K
|
291K
$11.7M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.81K- 3.22% |
$103K - $108K
|
84.3K
$3.39M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.87K- 8.26% |
$105K - $111K
|
31.9K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.22K- 85.88% |
$118K - $124K
|
530
$21.3K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.65K- 39.44% |
$134K - $141K
|
5.61K
$225K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.79K- 50.53% |
$139K - $146K
|
3.71K
$149K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.25K- 28.07% |
$155K - $164K
|
10.9K
$438K
|