Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
97.2K+ 264.85% |
$1.98M - $2.07M
|
134K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
87.8KNew |
$1.79M - $1.87M
|
87.8K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
86.7K+ 9.57% |
$1.77M - $1.85M
|
993K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.2K+ 378.47% |
$1.43M - $1.5M
|
88.7K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
57.3K+ 385.16% |
$1.17M - $1.22M
|
72.2K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.4KNew |
$944K - $989K
|
46.4K
$981K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.7KNew |
$544K - $570K
|
26.7K
$565K
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
19.6K+ 6.52% |
$399K - $418K
|
320K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.5K+ 10.8% |
$316K - $331K
|
159K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.84K+ 9.36% |
$139K - $146K
|
80K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.47K+ 2.32% |
$132K - $138K
|
285K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 12.93% |
$37.1K - $38.8K
|
15.9K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.57K+ 1.73% |
$32K - $33.5K
|
92.7K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
818+ 4.47% |
$16.7K - $17.5K
|
19.1K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
634New |
$12.9K - $13.5K
|
634
$13.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 42.86% |
$12.2K - $12.8K
|
2K
$42.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
443+ 1.45% |
$9.02K - $9.45K
|
31K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 8.31% |
$3.83K - $4.01K
|
2.45K
$51.8K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
150New |
$3.06K - $3.2K
|
150
$3.17K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
103+ 0.58% |
$2.1K - $2.2K
|
17.7K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78New |
$1.59K - $1.66K
|
78
$1.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 1.12% |
$102 - $107
|
453
$9.59K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.12% |
$20.4 - $21.3
|
808
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-205- 1.53% |
$4.18K - $4.37K
|
13.2K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-304- 1.5% |
$6.19K - $6.49K
|
20K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-344- 19.21% |
$7.01K - $7.34K
|
1.45K
$30.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-546- 2.01% |
$11.1K - $11.7K
|
26.6K
$563K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 50.0% |
$20.4K - $21.3K
|
1K
$21.2K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.51K- 3.73% |
$51.2K - $53.6K
|
64.8K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.26K- 11.98% |
$107K - $112K
|
38.7K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.78K- 23.17% |
$138K - $145K
|
22.5K
$476K
|