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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
301KNew |
$6.18M - $6.55M
|
301K
$6.27M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
98.1K+ 12.15% |
$2.02M - $2.14M
|
906K
$18.9M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
27.2KNew |
$558K - $592K
|
27.2K
$567K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
40+ 1.82% |
$822 - $872
|
2.24K
$46.7K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 1.36% |
$123 - $131
|
448
$9.35K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.8K+ 30.64% |
$713K - $764K
|
148K
$3.09M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20K+ 107.74% |
$411K - $440K
|
38.6K
$806K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19.3KNew |
$395K - $423K
|
19.3K
$402K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 140.4% |
$332K - $356K
|
27.7K
$578K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$208K - $223K
|
10.1K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 13.23% |
$33.5K - $35.8K
|
14K
$291K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.37K+ 2.05% |
$28.2K - $30.2K
|
68.3K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.24K+ 1.06% |
$25.5K - $27.3K
|
118K
$2.47M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
500+ 2.49% |
$10.3K - $11K
|
20.6K
$430K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
306New |
$6.28K - $6.73K
|
306
$6.39K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
164+ 1.12% |
$3.36K - $3.6K
|
14.8K
$308K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
123KNew |
$2.44M - $2.57M
|
123K
$2.56M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
29.4KNew |
$585K - $615K
|
29.4K
$613K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.3KNew |
$444K - $466K
|
22.3K
$465K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.7KNew |
$313K - $329K
|
15.7K
$328K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5.01K+ 637.79% |
$99.9K - $105K
|
5.8K
$121K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
306New |
$6.1K - $6.41K
|
306
$6.39K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
67New |
$1.33K - $1.4K
|
67
$1.4K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19+ 1.48% |
$378 - $398
|
1.3K
$27.1K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.9 - $20.9
|
1
$20.9
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$205K - $212K
|
10K
$209K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.9KNew |
$202K - $209K
|
9.9K
$207K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.4 - $21.1
|
1
$20.9
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
104KNew |
$2.02M - $2.22M
|
104K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.4KNew |
$1.67M - $1.83M
|
86.4K
$1.8M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.89KNew |
$191K - $210K
|
9.89K
$206K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.98KNew |
$76.9K - $84.5K
|
3.98K
$83.1K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$290 - $318
|
15
$313
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
11.8K+ 29.52% |
$236K - $252K
|
51.8K
$1.08M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
673New |
$13.4K - $14.4K
|
673
$14K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$316K - $328K
|
14.9K
$312K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.52KNew |
$32.1K - $33.3K
|
1.52K
$31.7K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
962+ 0.98% |
$20.3K - $21.1K
|
99.3K
$2.07M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
129+ 0.22% |
$2.73K - $2.83K
|
57.6K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
106+ 1.12% |
$2.24K - $2.32K
|
9.59K
$200K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$275K - $290K
|
13.1K
$273K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 5.0% |
$55.5K - $58.4K
|
55.6K
$1.16M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
193New |
$4.05K - $4.27K
|
193
$4.03K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4KNew |
$1.85M - $1.97M
|
90.4K
$1.89M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
309New |
$6.31K - $6.72K
|
309
$6.45K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
204New |
$4.17K - $4.44K
|
204
$4.26K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
82New |
$1.68K - $1.78K
|
82
$1.71K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
40New |
$817 - $870
|
40
$835
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$51.2K - $56.5K
|
2.41K
$50.3K
|