Purchases and Sales Made in Q1 2023 in First Tr Exch Trd Fd Viii Firs (DEED)

DEED Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED) during Q1 2023. 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 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
362K
New
$7.6M - $8M
362K $7.46M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
166K
+ 37.54%
$3.49M - $3.67M
608K $12.5M
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
58.9K
New
$1.24M - $1.3M
58.9K $1.22M
May 09, 2023 Q1 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
52.9K
+ 153.69%
$1.11M - $1.17M
87.3K $1.8M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
50K
New
$1.05M - $1.11M
50K $1.03M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
30.7K
+ 45.3%
$644K - $678K
98.4K $2.03M
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
28.3K
+ 41.89%
$595K - $626K
96K $1.98M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
25.8K
New
$542K - $571K
25.8K $533K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
13.1K
New
$275K - $290K
13.1K $270K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
11.5K
+ 3.78%
$242K - $255K
317K $6.54M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.58K
+ 4.66%
$75.1K - $79.1K
80.3K $1.66M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
3.15K
+ 35.55%
$66.2K - $69.7K
12K $248K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.64K
+ 5.0%
$55.5K - $58.4K
55.6K $1.15M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.7K
+ 67.86%
$35.7K - $37.6K
4.21K $86.7K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
387
+ 0.36%
$8.13K - $8.55K
109K $2.25M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
241
+ 0.45%
$5.06K - $5.33K
53.9K $1.11M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
193
New
$4.05K - $4.27K
193 $3.98K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
143
+ 143.0%
$3K - $3.16K
243 $5.01K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
140
New
$2.94K - $3.09K
140 $2.89K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
119
+ 0.21%
$2.5K - $2.63K
57.5K $1.18M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
30
+ 0.32%
$630 - $663
9.48K $196K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
10
+ 0.05%
$210 - $221
18.6K $383K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

SELL
 -
-10
- 0.04%
$210 - $221
22.3K $459K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-77
- 0.31%
$1.62K - $1.7K
24.6K $508K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-79
- 62.7%
$1.66K - $1.75K
47 $969
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-82
Closed
$1.72K - $1.81K
0 $0
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-91
- 0.94%
$1.91K - $2.01K
9.58K $197K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

SELL
 -
-120
- 0.82%
$2.52K - $2.65K
14.5K $300K
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
Arkadios Wealth Advisors

SELL
 -
-372
- 1.97%
$7.81K - $8.22K
18.5K $382K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-650
- 8.73%
$13.7K - $14.4K
6.79K $140K
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-811
- 3.55%
$17K - $17.9K
22K $454K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-961
- 11.02%
$20.2K - $21.2K
7.76K $160K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

SELL
 -
-967
- 11.09%
$20.3K - $21.4K
7.76K $160K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-1.15K
- 5.61%
$24.2K - $25.5K
19.4K $400K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.88K
- 10.08%
$39.5K - $41.6K
16.8K $346K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-3.1K
- 23.16%
$65.1K - $68.5K
10.3K $212K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.15K
- 25.09%
$66.1K - $69.5K
9.4K $194K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-3.52K
- 9.58%
$74K - $77.9K
33.3K $686K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-3.84K
- 4.83%
$80.6K - $84.8K
75.6K $1.56M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-10.2K
- 24.02%
$215K - $227K
32.4K $669K
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

SELL
 -
-10.4K
- 29.78%
$218K - $229K
24.5K $505K
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

SELL
 -
-14.6K
- 24.08%
$306K - $322K
45.9K $946K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-18.3K
- 14.45%
$385K - $405K
108K $2.24M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-19.9K
- 35.93%
$418K - $440K
35.5K $732K
May 02, 2023 Q1 2023
Victory Capital Management Inc

SELL
 -
-22.9K
- 16.76%
$481K - $506K
114K $2.34M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

SELL
 -
-39.5K
- 67.94%
$829K - $873K
18.6K $384K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
SELL
 -
-59.7K
- 8.51%
$1.25M - $1.32M
642K $13.2M

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