Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
285K+ 2206.68% |
$5.67M - $5.96M
|
297K
$6.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
239KNew |
$4.77M - $5.02M
|
239K
$4.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
123KNew |
$2.44M - $2.57M
|
123K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
115K+ 19.18% |
$2.3M - $2.41M
|
716K
$14.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113KNew |
$2.26M - $2.38M
|
113K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
29.4KNew |
$585K - $615K
|
29.4K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.3KNew |
$444K - $466K
|
22.3K
$459K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6KNew |
$370K - $389K
|
18.6K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.7KNew |
$313K - $329K
|
15.7K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$229K - $241K
|
11.5K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5.01K+ 637.79% |
$99.9K - $105K
|
5.8K
$120K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.34K+ 2.04% |
$46.5K - $48.9K
|
117K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.14K+ 21.0% |
$42.6K - $44.8K
|
12.3K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 1.17% |
$26.7K - $28.1K
|
116K
$2.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
524+ 0.9% |
$10.4K - $11K
|
58.5K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
347+ 18.69% |
$6.91K - $7.27K
|
2.2K
$45.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
306New |
$6.1K - $6.41K
|
306
$6.31K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
67New |
$1.33K - $1.4K
|
67
$1.38K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19+ 1.48% |
$378 - $398
|
1.3K
$26.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.9 - $20.9
|
1
$20.6
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-77- 0.53% |
$1.53K - $1.61K
|
14.4K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-125- 5.38% |
$2.49K - $2.62K
|
2.2K
$45.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-542- 34.72% |
$10.8K - $11.3K
|
1.02K
$21K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-636- 3.07% |
$12.7K - $13.3K
|
20.1K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.28K- 6.75% |
$25.4K - $26.7K
|
17.6K
$364K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.15K- 22.12% |
$82.6K - $86.8K
|
14.6K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 21.43% |
$87.2K - $91.7K
|
16.1K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.23K- 6.05% |
$104K - $110K
|
81.2K
$1.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.08K- 4.36% |
$121K - $127K
|
133K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-15K- 50.0% |
$299K - $314K
|
15K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-25.4K- 27.5% |
$506K - $532K
|
66.9K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65.9K- 92.3% |
$1.31M - $1.38M
|
5.5K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-71.8K- 65.82% |
$1.43M - $1.5M
|
37.3K
$769K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-533K- 96.73% |
$10.6M - $11.2M
|
18K
$372K
|