Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 359.93% |
$4.32M - $4.53M
|
147K
$5.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.1K+ 68.79% |
$1.89M - $1.98M
|
123K
$4.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32.3KNew |
$1.22M - $1.28M
|
32.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.5KNew |
$1.04M - $1.09M
|
27.5K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$507K - $532K
|
13.5K
$541K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$408K - $428K
|
10.8K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
10K+ 46.92% |
$376K - $395K
|
31.3K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.14KNew |
$306K - $322K
|
8.14K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.35KNew |
$239K - $251K
|
6.35K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.12KNew |
$230K - $242K
|
6.12K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$202K - $212K
|
5.37K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.15KNew |
$194K - $203K
|
5.15K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 844.53% |
$168K - $177K
|
5.01K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.56K+ 8.35% |
$58.6K - $61.5K
|
20.2K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12KNew |
$42.1K - $44.2K
|
1.12K
$45K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 4.69% |
$40.2K - $42.2K
|
23.8K
$959K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$7.53K - $7.9K
|
200
$8.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
154+ 1.41% |
$5.8K - $6.08K
|
11K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
142+ 14.88% |
$5.34K - $5.61K
|
1.1K
$44.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 0.1% |
$565 - $593
|
15K
$605K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-31- 0.15% |
$1.17K - $1.22K
|
20K
$805K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-152- 0.31% |
$5.72K - $6.01K
|
48.6K
$1.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-152- 1.87% |
$5.72K - $6.01K
|
7.99K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-153- 0.16% |
$5.76K - $6.05K
|
92.8K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-210- 0.73% |
$7.9K - $8.3K
|
28.7K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-223- 2.02% |
$8.39K - $8.81K
|
10.8K
$435K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-256- 0.61% |
$9.64K - $10.1K
|
41.8K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-301- 2.39% |
$11.3K - $11.9K
|
12.3K
$494K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-362- 24.61% |
$13.6K - $14.3K
|
1.11K
$44.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-366- 34.43% |
$13.8K - $14.5K
|
697
$28K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-482- 5.03% |
$18.1K - $19K
|
9.09K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-560- 9.99% |
$21.1K - $22.1K
|
5.05K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-898- 4.17% |
$33.8K - $35.5K
|
20.6K
$829K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-984- 1.97% |
$37K - $38.9K
|
49K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 16.78% |
$44K - $46.2K
|
5.8K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.32K- 15.45% |
$49.6K - $52.1K
|
7.21K
$290K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.82K- 3.32% |
$68.4K - $71.8K
|
52.9K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.06K- 36.7% |
$77.5K - $81.4K
|
3.55K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 23.73% |
$94.1K - $98.8K
|
8.04K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.58K- 3.05% |
$96.9K - $102K
|
81.7K
$3.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.95K- 4.54% |
$111K - $116K
|
62K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.1K- 15.63% |
$116K - $122K
|
16.7K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 2.42% |
$122K - $128K
|
131K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.11K- 9.42% |
$155K - $162K
|
39.5K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.5K- 19.17% |
$169K - $178K
|
19K
$763K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.5K- 38.23% |
$169K - $178K
|
7.28K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.32K- 10.93% |
$238K - $250K
|
51.5K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.5K- 97.32% |
$245K - $257K
|
179
$7.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.85K- 34.01% |
$258K - $271K
|
13.3K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.8K- 25.06% |
$294K - $308K
|
23.3K
$939K
|