Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
212KNew |
$5.47M - $5.52M
|
212K
$4.36M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
189K+ 261.1% |
$4.89M - $4.94M
|
261K
$5.39M
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
143K+ 456.66% |
$3.69M - $3.72M
|
174K
$3.58M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
131KNew |
$3.4M - $3.43M
|
131K
$2.71M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
103KNew |
$2.67M - $2.7M
|
103K
$2.13M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.2K+ 17.58% |
$2.51M - $2.54M
|
650K
$13.4M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.2KNew |
$1.35M - $1.36M
|
52.2K
$1.08M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.8K+ 9.35% |
$926K - $935K
|
419K
$8.64M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33KNew |
$852K - $861K
|
33K
$680K
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.9KNew |
$850K - $858K
|
32.9K
$678K
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.1KNew |
$804K - $811K
|
31.1K
$641K
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.5KNew |
$711K - $718K
|
27.5K
$567K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 7.73% |
$514K - $519K
|
277K
$5.71M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7KNew |
$484K - $489K
|
18.7K
$386K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.5K+ 21.48% |
$480K - $484K
|
105K
$2.16M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17.2K+ 6.97% |
$445K - $449K
|
264K
$5.45M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
11KNew |
$284K - $287K
|
11K
$227K
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.34KNew |
$242K - $244K
|
9.34K
$193K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.29K+ 92.73% |
$240K - $242K
|
19.3K
$398K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.78K+ 65.42% |
$227K - $229K
|
22.2K
$458K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.7KNew |
$199K - $201K
|
7.7K
$159K
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.43K+ 26.79% |
$166K - $168K
|
30.4K
$628K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.4K+ 7.56% |
$166K - $167K
|
91K
$1.88M
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.72K+ 8.8% |
$148K - $149K
|
70.7K
$1.46M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.42K+ 3.66% |
$140K - $142K
|
154K
$3.17M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.95K+ 10.26% |
$128K - $129K
|
53.2K
$1.1M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
3.29K+ 24.64% |
$85.2K - $86K
|
16.7K
$344K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
3KNew |
$77.6K - $78.4K
|
3K
$61.9K
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.79K+ 4.67% |
$46.4K - $46.8K
|
40.2K
$829K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.4K+ 2.12% |
$36.2K - $36.6K
|
67.4K
$1.39M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1KNew |
$25.9K - $26.1K
|
1K
$20.6K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
976+ 0.67% |
$25.2K - $25.5K
|
146K
$3.01M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
688+ 40.66% |
$17.8K - $18K
|
2.38K
$49.1K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
526+ 3.02% |
$13.6K - $13.7K
|
18K
$370K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
202New |
$5.22K - $5.27K
|
202
$4.17K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
42+ 0.42% |
$1.09K - $1.1K
|
10.1K
$209K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.37K- 3.9% |
$35.4K - $35.7K
|
33.7K
$695K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.53K- 5.55% |
$39.5K - $39.9K
|
26K
$536K
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.28K- 0.8% |
$59K - $59.6K
|
284K
$5.86M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.86K- 11.39% |
$74.1K - $74.8K
|
22.3K
$459K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.16K- 11.03% |
$81.8K - $82.6K
|
25.5K
$526K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.61K- 8.69% |
$93.5K - $94.4K
|
38K
$783K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.65K- 2.58% |
$94.4K - $95.3K
|
138K
$2.84M
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-7.17K- 22.54% |
$185K - $187K
|
24.6K
$508K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.08K- 1.49% |
$209K - $211K
|
534K
$11M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.08K- 1.49% |
$209K - $211K
|
534K
$11M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.09K- 27.13% |
$209K - $211K
|
21.7K
$448K
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.79K- 53.77% |
$253K - $256K
|
8.42K
$174K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.6K- 20.72% |
$404K - $408K
|
59.8K
$1.23M
|