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 |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
67New |
$1.33K - $1.4K
|
67
$1.38K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$205K - $212K
|
10K
$207K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.3K+ 68.42% |
$904K - $936K
|
109K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 48.44% |
$58.3K - $60.4K
|
3.04K
$62.7K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.4KClosed |
$417K - $431K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.86K- 48.44% |
$58.3K - $60.4K
|
3.04K
$62.7K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 11.43% |
$239K - $247K
|
114K
$2.35M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9KNew |
$263K - $272K
|
12.9K
$266K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.68K- 40.04% |
$177K - $183K
|
13K
$268K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 0.95% |
$245 - $253
|
1.25K
$25.7K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-268- 1.28% |
$5.47K - $5.66K
|
20.7K
$427K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-18.4K- 3.24% |
$376K - $389K
|
551K
$11.4M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
781+ 15620.0% |
$15.9K - $16.5K
|
786
$16.2K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.4 - $21.1
|
1
$20.6
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
26+ 2.07% |
$530 - $549
|
1.28K
$26.4K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.39K+ 9.35% |
$151K - $156K
|
86.5K
$1.78M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.83K- 71.04% |
$78.1K - $80.9K
|
1.56K
$32.2K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-342- 15.55% |
$6.98K - $7.22K
|
1.86K
$38.3K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-20K- 40.0% |
$408K - $422K
|
30K
$618K
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.27K- 1.09% |
$25.9K - $26.8K
|
115K
$2.36M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.9KNew |
$202K - $209K
|
9.9K
$204K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
532+ 0.93% |
$10.9K - $11.2K
|
57.9K
$1.19M
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8.16K- 36.07% |
$167K - $172K
|
14.5K
$298K
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
98.2K+ 19.53% |
$2M - $2.07M
|
601K
$12.4M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.9K- 51.32% |
$407K - $421K
|
18.9K
$390K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24.4K+ 35.96% |
$498K - $515K
|
92.3K
$1.9M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.95K- 68.02% |
$101K - $104K
|
2.33K
$47.9K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
51.2K+ 58.22% |
$1.05M - $1.08M
|
139K
$2.87M
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.98KNew |
$76.9K - $84.5K
|
3.98K
$82K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.63K- 5.98% |
$89.5K - $98.3K
|
72.8K
$1.5M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$290 - $318
|
15
$309
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.4KNew |
$1.67M - $1.83M
|
86.4K
$1.78M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.22K+ 2702.44% |
$42.8K - $47K
|
2.3K
$47.3K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.4KNew |
$587K - $645K
|
30.4K
$626K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.3 - $21.2
|
1
$20.6
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.2KNew |
$197K - $216K
|
10.2K
$210K
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
104KNew |
$2.02M - $2.22M
|
104K
$2.15M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-977- 6.19% |
$18.9K - $20.7K
|
14.8K
$305K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
306+ 100.0% |
$5.91K - $6.5K
|
612
$12.6K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 1.73% |
$5.58K - $6.14K
|
16.4K
$338K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256K- 78.84% |
$4.95M - $5.44M
|
68.8K
$1.42M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.89KNew |
$191K - $210K
|
9.89K
$204K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
123KNew |
$2.37M - $2.6M
|
123K
$2.53M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$716K - $765K
|
35.9K
$739K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12+ 0.07% |
$240 - $256
|
18.1K
$373K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
673New |
$13.4K - $14.4K
|
673
$13.9K
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
11.8K+ 29.52% |
$236K - $252K
|
51.8K
$1.07M
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.45K- 17.15% |
$48.9K - $52.3K
|
11.8K
$244K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$316K - $328K
|
14.9K
$308K
|