Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
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
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.3K+ 68.42% |
$904K - $936K
|
109K
$2.24M
|
|
|
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
$265K
|
|
|
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
$206K
|
|
|
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
$26.3K
|
|
|
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
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 0.95% |
$245 - $253
|
1.25K
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-268- 1.28% |
$5.47K - $5.66K
|
20.7K
$426K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-342- 15.55% |
$6.98K - $7.22K
|
1.86K
$38.2K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.27K- 1.09% |
$25.9K - $26.8K
|
115K
$2.36M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.46K- 2.0% |
$29.7K - $30.7K
|
71.3K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.86K- 48.44% |
$58.3K - $60.4K
|
3.04K
$62.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 48.44% |
$58.3K - $60.4K
|
3.04K
$62.6K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.5K- 15.72% |
$71.3K - $73.8K
|
18.7K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.83K- 71.04% |
$78.1K - $80.9K
|
1.56K
$32.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.95K- 68.02% |
$101K - $104K
|
2.33K
$47.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8.16K- 36.07% |
$167K - $172K
|
14.5K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.68K- 40.04% |
$177K - $183K
|
13K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 37.5% |
$250K - $259K
|
20.4K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-18.4K- 3.24% |
$376K - $389K
|
551K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.9K- 51.32% |
$407K - $421K
|
18.9K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-20K- 40.0% |
$408K - $422K
|
30K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.4KClosed |
$417K - $431K
|
0
$0
|