Purchases and Sales Made in Q1 2022 in First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCH TRD FD VIII FIRS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36KClosed |
$56.8K - $60.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.89K- 14.59% |
$69.4K - $74.1K
|
16.9K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.04K- 48.7% |
$97.1K - $104K
|
4.25K
$87.4K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.23K- 7.21% |
$102K - $109K
|
54.5K
$1.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.32K- 12.09% |
$104K - $111K
|
31.4K
$645K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.82K- 33.49% |
$116K - $124K
|
9.57K
$197K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.43K- 17.7% |
$131K - $139K
|
25.2K
$519K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.81K- 75.48% |
$140K - $149K
|
1.89K
$38.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.76K- 4.88% |
$163K - $174K
|
132K
$2.71M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.28K- 38.04% |
$175K - $187K
|
11.9K
$244K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.11KClosed |
$219K - $234K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.48K- 41.94% |
$228K - $244K
|
13.1K
$270K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.96K- 18.97% |
$240K - $256K
|
42.6K
$875K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18KClosed |
$433K - $462K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19.3K- 8.56% |
$464K - $495K
|
206K
$4.23M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-20K- 16.67% |
$481K - $514K
|
100K
$2.06M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-30.5K- 76.47% |
$733K - $783K
|
9.38K
$193K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.6K- 75.9% |
$834K - $890K
|
11K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.5K- 9.62% |
$1.43M - $1.53M
|
559K
$11.5M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-60.9K- 47.19% |
$1.46M - $1.56M
|
68.1K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-98.4K- 92.0% |
$2.37M - $2.53M
|
8.56K
$176K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-115KClosed |
$2.77M - $2.95M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-138K- 44.49% |
$3.31M - $3.54M
|
172K
$3.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-151K- 87.51% |
$3.64M - $3.88M
|
21.6K
$444K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-360K- 80.05% |
$8.65M - $9.24M
|
89.6K
$1.84M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-385KClosed |
$9.27M - $9.89M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-392K- 76.86% |
$9.43M - $10.1M
|
118K
$2.43M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-392K- 76.86% |
$9.43M - $10.1M
|
118K
$2.43M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.57M- 96.39% |
$37.8M - $40.4M
|
58.8K
$1.21M
|