Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.4KClosed |
$417K - $431K
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-20K- 40.0% |
$408K - $422K
|
30K
$618K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.9K- 51.32% |
$407K - $421K
|
18.9K
$390K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-18.4K- 3.24% |
$376K - $389K
|
551K
$11.4M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.68K- 40.04% |
$177K - $183K
|
13K
$268K
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8.16K- 36.07% |
$167K - $172K
|
14.5K
$298K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.95K- 68.02% |
$101K - $104K
|
2.33K
$47.9K
|
|
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 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.86K- 48.44% |
$58.3K - $60.4K
|
3.04K
$62.7K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 48.44% |
$58.3K - $60.4K
|
3.04K
$62.7K
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.27K- 1.09% |
$25.9K - $26.8K
|
115K
$2.36M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-342- 15.55% |
$6.98K - $7.22K
|
1.86K
$38.3K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-268- 1.28% |
$5.47K - $5.66K
|
20.7K
$427K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 0.95% |
$245 - $253
|
1.25K
$25.7K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256K- 78.84% |
$4.95M - $5.44M
|
68.8K
$1.42M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.63K- 5.98% |
$89.5K - $98.3K
|
72.8K
$1.5M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-977- 6.19% |
$18.9K - $20.7K
|
14.8K
$305K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 1.73% |
$5.58K - $6.14K
|
16.4K
$338K
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.45K- 17.15% |
$48.9K - $52.3K
|
11.8K
$244K
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-70.5K- 62.03% |
$1.49M - $1.55M
|
43.2K
$889K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-117- 0.48% |
$2.47K - $2.56K
|
24.5K
$505K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 80.85% |
$803 - $833
|
9
$185
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 17.86% |
$529 - $548
|
115
$2.37K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.2K- 24.02% |
$215K - $227K
|
32.4K
$668K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.15K- 5.61% |
$24.2K - $25.5K
|
19.4K
$400K
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-248- 1.75% |
$5.21K - $5.48K
|
13.9K
$287K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-120- 0.82% |
$2.52K - $2.65K
|
14.5K
$299K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-91- 0.94% |
$1.91K - $2.01K
|
9.58K
$197K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-10- 0.04% |
$210 - $221
|
22.3K
$459K
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-542K- 98.06% |
$11.1M - $11.8M
|
10.7K
$221K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-257K- 95.01% |
$5.28M - $5.6M
|
13.5K
$278K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-152K- 93.03% |
$3.12M - $3.3M
|
11.4K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-60.7K- 85.11% |
$1.25M - $1.32M
|
10.6K
$219K
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.34K- 13.5% |
$110K - $116K
|
34.2K
$705K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.8K- 23.79% |
$78.1K - $82.7K
|
12.2K
$251K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.7K- 75.82% |
$75.9K - $80.4K
|
1.18K
$24.3K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-96.3K- 69.32% |
$2.09M - $2.26M
|
42.6K
$878K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20.1K- 60.93% |
$436K - $472K
|
12.9K
$266K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 5.38% |
$112K - $121K
|
90.9K
$1.87M
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-132KClosed |
$2.93M - $3.18M
|
0
$0
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-108K- 91.66% |
$2.41M - $2.61M
|
9.84K
$203K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-78.7K- 75.33% |
$1.75M - $1.9M
|
25.8K
$531K
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-27.7KClosed |
$617K - $669K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$264K - $286K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.2KClosed |
$228K - $247K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.38KClosed |
$209K - $226K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.95KClosed |
$199K - $216K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.56KClosed |
$191K - $207K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-6.56K- 30.41% |
$146K - $158K
|
15K
$309K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.63K- 27.76% |
$125K - $136K
|
14.6K
$302K
|