Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
542KNew |
$14M - $14.1M
|
542K
$11.3M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
542KNew |
$14M - $14.1M
|
542K
$11.3M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
527K+ 2079.34% |
$13.6M - $13.7M
|
553K
$11.5M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
360K+ 1564.5% |
$9.28M - $9.37M
|
383K
$7.97M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
232K+ 8376.72% |
$5.97M - $6.03M
|
234K
$4.87M
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
230K+ 118.82% |
$5.92M - $5.98M
|
423K
$8.8M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
219K+ 575.48% |
$5.64M - $5.7M
|
257K
$5.34M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
145KNew |
$3.73M - $3.77M
|
145K
$3.01M
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
131K+ 113.62% |
$3.38M - $3.42M
|
247K
$5.13M
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
115KNew |
$2.96M - $2.99M
|
115K
$2.39M
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
100K+ 500.0% |
$2.58M - $2.6M
|
120K
$2.49M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
86.4KNew |
$2.22M - $2.25M
|
86.4K
$1.8M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
85.8KNew |
$2.21M - $2.23M
|
85.8K
$1.78M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.6KNew |
$2.18M - $2.2M
|
84.6K
$1.76M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75.5KNew |
$1.94M - $1.96M
|
75.5K
$1.57M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
74.7KNew |
$1.92M - $1.94M
|
74.7K
$1.55M
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66KNew |
$1.7M - $1.72M
|
66K
$1.37M
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
65KNew |
$1.67M - $1.69M
|
65K
$1.35M
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
56.1K+ 287.01% |
$1.45M - $1.46M
|
75.6K
$1.57M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48.2KNew |
$1.24M - $1.25M
|
48.2K
$1M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
47.1K+ 49.96% |
$1.21M - $1.22M
|
141K
$2.94M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.6KNew |
$1.07M - $1.08M
|
41.6K
$865K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
35.1KNew |
$903K - $912K
|
35.1K
$729K
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
34.4KNew |
$886K - $895K
|
34.4K
$715K
|
|
Aug 13, 2021
Q2 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
31.8KNew |
$820K - $828K
|
31.8K
$661K
|
|
Jul 16, 2021
Q2 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
31.2KNew |
$804K - $812K
|
31.2K
$649K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
29.8KNew |
$768K - $776K
|
29.8K
$620K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
27.5KNew |
$709K - $717K
|
27.5K
$572K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.1KNew |
$648K - $654K
|
25.1K
$523K
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
25KNew |
$644K - $651K
|
25K
$520K
|
|
Jul 20, 2021
Q2 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
23.9K+ 164.69% |
$616K - $622K
|
38.4K
$799K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.2KNew |
$469K - $474K
|
18.2K
$379K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4KNew |
$449K - $454K
|
17.4K
$362K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
10.1KNew |
$260K - $263K
|
10.1K
$210K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$258K - $261K
|
10K
$208K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.97K+ 51.92% |
$179K - $181K
|
20.4K
$424K
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.06K+ 7.76% |
$53.2K - $53.7K
|
28.7K
$596K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69KNew |
$43.6K - $44K
|
1.69K
$35.2K
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
1.08K+ 0.38% |
$27.7K - $28K
|
287K
$5.96M
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
803+ 1.12% |
$20.7K - $20.9K
|
72.4K
$1.51M
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
790+ 6.28% |
$20.4K - $20.6K
|
13.4K
$278K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
616New |
$15.9K - $16K
|
616
$12.8K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 2.36% |
$1.8K - $1.82K
|
2.9K
$60.3K
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.8KClosed |
$381K - $385K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.9K- 18.17% |
$848K - $857K
|
148K
$3.08M
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-83.7KClosed |
$2.16M - $2.18M
|
0
$0
|