Latest Institutional Purchases of First Tr Exch Trd Fd Viii Firs (DEED)
This list provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Firs (DEED) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 | |||||||
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
98.2K+ 19.53% |
$2M - $2.07M
|
601K
$12.4M
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
51.2K+ 58.22% |
$1.05M - $1.08M
|
139K
$2.87M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.3K+ 68.42% |
$904K - $936K
|
109K
$2.25M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24.4K+ 35.96% |
$498K - $515K
|
92.3K
$1.9M
|
|
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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 11.43% |
$239K - $247K
|
114K
$2.35M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$205K - $212K
|
10K
$207K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.9KNew |
$202K - $209K
|
9.9K
$204K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.39K+ 9.35% |
$151K - $156K
|
86.5K
$1.78M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
781+ 15620.0% |
$15.9K - $16.5K
|
786
$16.2K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
532+ 0.93% |
$10.9K - $11.2K
|
57.9K
$1.19M
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.4 - $21.1
|
1
$20.6
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
123KNew |
$2.37M - $2.6M
|
123K
$2.53M
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
104KNew |
$2.02M - $2.22M
|
104K
$2.15M
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.4KNew |
$587K - $645K
|
30.4K
$626K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.2KNew |
$197K - $216K
|
10.2K
$210K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.89KNew |
$191K - $210K
|
9.89K
$204K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.98KNew |
$76.9K - $84.5K
|
3.98K
$82K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.22K+ 2702.44% |
$42.8K - $47K
|
2.3K
$47.3K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
306+ 100.0% |
$5.91K - $6.5K
|
612
$12.6K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$290 - $318
|
15
$309
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.3 - $21.2
|
1
$20.6
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$716K - $765K
|
35.9K
$739K
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
11.8K+ 29.52% |
$236K - $252K
|
51.8K
$1.07M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
673New |
$13.4K - $14.4K
|
673
$13.9K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12+ 0.07% |
$240 - $256
|
18.1K
$373K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$316K - $328K
|
14.9K
$308K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.52KNew |
$32.1K - $33.3K
|
1.52K
$31.3K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
962+ 0.98% |
$20.3K - $21.1K
|
99.3K
$2.05M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
129+ 0.22% |
$2.73K - $2.83K
|
57.6K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
106+ 1.12% |
$2.24K - $2.32K
|
9.59K
$198K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$275K - $290K
|
13.1K
$270K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 5.0% |
$55.5K - $58.4K
|
55.6K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
193New |
$4.05K - $4.27K
|
193
$3.98K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4KNew |
$1.86M - $1.97M
|
90.4K
$1.86M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
309New |
$6.35K - $6.72K
|
309
$6.37K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
204New |
$4.19K - $4.44K
|
204
$4.2K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
82New |
$1.68K - $1.78K
|
82
$1.69K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
40New |
$822 - $870
|
40
$824
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$52.3K - $56.5K
|
2.41K
$49.6K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
1.13K+ 2.11% |
$24.6K - $26.5K
|
54.7K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
946+ 0.5% |
$20.5K - $22.2K
|
189K
$3.9M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
944New |
$20.5K - $22.1K
|
944
$19.4K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
159+ 1.37% |
$3.45K - $3.73K
|
11.8K
$243K
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.7KNew |
$238K - $258K
|
10.7K
$220K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
176+ 1.16% |
$3.92K - $4.25K
|
15.3K
$315K
|