Latest Institutional Transactions on First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Firs (DEED) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-3.43K- 11.07% |
$71.2K - $73.4K
|
27.6K
$585K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.32K+ 8.98% |
$172K - $178K
|
101K
$2.14M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.12% |
$20.7 - $21.4
|
809
$17.2K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-48- 0.24% |
$995 - $1.03K
|
20K
$424K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 99.38% |
$29.8K - $30.7K
|
9
$191
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.8K- 7.3% |
$431K - $444K
|
264K
$5.6M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9K+ 42.96% |
$413K - $425K
|
66.3K
$1.41M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-110K- 82.13% |
$2.28M - $2.35M
|
23.9K
$508K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.8K- 83.19% |
$1.53M - $1.58M
|
14.9K
$316K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.34K- 0.84% |
$27.7K - $28.6K
|
158K
$3.35M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.03KNew |
$42.1K - $43.4K
|
2.03K
$43.1K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
385+ 60.73% |
$7.98K - $8.22K
|
1.02K
$21.6K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.48K- 9.36% |
$155K - $160K
|
72.5K
$1.54M
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-780- 2.34% |
$16.2K - $16.7K
|
32.5K
$690K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
226New |
$4.68K - $4.83K
|
226
$4.8K
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.35K+ 2.08% |
$28K - $28.8K
|
66.2K
$1.4M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173New |
$3.58K - $3.7K
|
173
$3.67K
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
41.3K+ 47.11% |
$857K - $883K
|
129K
$2.74M
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.23K- 5.86% |
$87.7K - $90.4K
|
67.9K
$1.44M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$28.3K - $29.1K
|
1.36K
$28.9K
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-588- 1.52% |
$12.2K - $12.6K
|
38.1K
$808K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
850+ 4.45% |
$17.6K - $18.2K
|
19.9K
$423K
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-190- 0.71% |
$3.94K - $4.06K
|
26.4K
$561K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.2% |
$104 - $107
|
2.46K
$52.1K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.99K+ 7.45% |
$41.3K - $42.5K
|
28.7K
$609K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62KNew |
$33.5K - $34.5K
|
1.62K
$34.3K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.88% |
$82.9 - $85.4
|
457
$9.7K
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-10.9K- 3.4% |
$225K - $232K
|
309K
$6.56M
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 50.0% |
$20.4K - $21.3K
|
1K
$21.2K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
150New |
$3.06K - $3.2K
|
150
$3.18K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78New |
$1.59K - $1.66K
|
78
$1.66K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 12.93% |
$37.1K - $38.8K
|
15.9K
$337K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
86.7K+ 9.57% |
$1.77M - $1.85M
|
993K
$21.1M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.78K- 23.17% |
$138K - $145K
|
22.5K
$477K
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-205- 1.53% |
$4.18K - $4.37K
|
13.2K
$279K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
103+ 0.58% |
$2.1K - $2.2K
|
17.7K
$376K
|
|
Q4 2024 | |||||||
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.87K+ 27.67% |
$38.4K - $40.7K
|
8.62K
$183K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
803New |
$16.5K - $17.5K
|
803
$17K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 66.95% |
$531K - $564K
|
12.8K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 18.36% |
$22.3K - $23.6K
|
4.82K
$102K
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-359- 0.15% |
$7.38K - $7.83K
|
239K
$5.08M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
40+ 1.82% |
$822 - $872
|
2.24K
$47.5K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-82- 3.57% |
$1.68K - $1.8K
|
2.22K
$47K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.8K+ 30.64% |
$713K - $764K
|
148K
$3.15M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
306New |
$6.28K - $6.73K
|
306
$6.49K
|
|
Q2 2024 | |||||||
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
15.6KNew |
$312K - $328K
|
15.6K
$332K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.3KNew |
$444K - $466K
|
22.3K
$472K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.7KNew |
$313K - $329K
|
15.7K
$333K
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-77- 0.53% |
$1.53K - $1.61K
|
14.4K
$305K
|