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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
666+ 2.17% |
$21.6K - $23.8K
|
31.4K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7+ 7.07% |
$227 - $251
|
106
$4.26K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2- 0.01% |
$65 - $71.6
|
23.8K
$957K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 0.09% |
$325 - $358
|
10.8K
$433K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34- 0.46% |
$1.1K - $1.22K
|
7.36K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-45- 5.7% |
$1.46K - $1.61K
|
745
$30K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-209- 6.24% |
$6.79K - $7.48K
|
3.14K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-300- 1.64% |
$9.74K - $10.7K
|
18K
$725K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366- 30.81% |
$11.9K - $13.1K
|
822
$33.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-431- 3.76% |
$14K - $15.4K
|
11K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-816- 16.66% |
$26.5K - $29.2K
|
4.08K
$164K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 10.53% |
$55.7K - $61.3K
|
14.6K
$585K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.79K- 1.72% |
$58K - $63.9K
|
102K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.01K- 4.82% |
$65.3K - $72K
|
39.7K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.9K- 5.02% |
$94.2K - $104K
|
54.9K
$2.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.31K- 32.91% |
$107K - $118K
|
6.74K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.43K- 6.3% |
$111K - $123K
|
51K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.9K- 26.27% |
$192K - $211K
|
16.6K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.65K- 49.15% |
$216K - $238K
|
6.88K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 31.72% |
$339K - $373K
|
22.5K
$903K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59.5K- 88.35% |
$1.93M - $2.13M
|
7.84K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-120K- 69.74% |
$3.9M - $4.3M
|
52.1K
$2.1M
|