Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
404KNew |
$13.1M - $14.5M
|
404K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 153.0% |
$3.82M - $4.21M
|
195K
$7.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 82.94% |
$3.51M - $3.87M
|
239K
$9.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
105K+ 120.56% |
$3.4M - $3.74M
|
191K
$7.69M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
85.4KNew |
$2.77M - $3.05M
|
85.4K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81K+ 43.2% |
$2.63M - $2.9M
|
268K
$10.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
79.2KNew |
$2.57M - $2.83M
|
79.2K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.9K+ 192.58% |
$2.08M - $2.29M
|
97.1K
$3.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
56.9K+ 3246.58% |
$1.85M - $2.04M
|
58.7K
$2.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.5K+ 229.28% |
$1.77M - $1.95M
|
78.2K
$3.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
48.4K+ 19.56% |
$1.57M - $1.73M
|
296K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
47.1KNew |
$1.53M - $1.69M
|
47.1K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
47.1KNew |
$1.53M - $1.69M
|
47.1K
$1.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.2KNew |
$1.4M - $1.55M
|
43.2K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40K+ 99.81% |
$1.3M - $1.43M
|
80K
$3.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
38KNew |
$1.23M - $1.36M
|
38K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.8K+ 91.43% |
$1.23M - $1.35M
|
79.1K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
28.3KNew |
$919K - $1.01M
|
28.3K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.8K+ 160.27% |
$872K - $961K
|
43.6K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
25.1KNew |
$817K - $900K
|
25.1K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
24.8K+ 1820.29% |
$807K - $889K
|
26.2K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.6K+ 58.2% |
$701K - $773K
|
58.7K
$2.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.4KNew |
$694K - $764K
|
21.4K
$859K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.2K+ 30.78% |
$625K - $689K
|
81.8K
$3.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 41.95% |
$572K - $631K
|
59.6K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
17.2KNew |
$560K - $617K
|
17.2K
$694K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.9KNew |
$515K - $568K
|
15.9K
$638K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
15.7K+ 0.85% |
$511K - $564K
|
1.86M
$74.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
14.9KNew |
$485K - $534K
|
14.9K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.1KNew |
$457K - $503K
|
14.1K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
12.3KNew |
$400K - $441K
|
12.3K
$496K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
8.91K+ 100.42% |
$289K - $319K
|
17.8K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.85KNew |
$288K - $317K
|
8.85K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.9K+ 18.61% |
$224K - $247K
|
44K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.67K+ 67.73% |
$217K - $239K
|
16.5K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.57KNew |
$213K - $235K
|
6.57K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
6.01KNew |
$195K - $215K
|
6.01K
$242K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.82KNew |
$189K - $208K
|
5.82K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$184K - $203K
|
5.66K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$162K - $178K
|
4.99K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.91KNew |
$160K - $176K
|
4.91K
$198K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.78K+ 23.03% |
$155K - $171K
|
25.5K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.55KNew |
$148K - $163K
|
4.55K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.49K+ 472.03% |
$113K - $125K
|
4.23K
$170K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.37KNew |
$109K - $120K
|
3.37K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.32K+ 21.23% |
$108K - $119K
|
18.9K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.06KNew |
$99.3K - $109K
|
3.06K
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
2.32K+ 10.37% |
$75.2K - $82.9K
|
24.6K
$991K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99KNew |
$64.8K - $71.4K
|
1.99K
$80.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.4K+ 16.67% |
$45.5K - $50.1K
|
9.8K
$394K
|