Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
301KNew |
$6.18M - $6.55M
|
301K
$6.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
144KNew |
$2.95M - $3.13M
|
144K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
98.1K+ 12.15% |
$2.02M - $2.14M
|
906K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
30.6KNew |
$629K - $667K
|
30.6K
$648K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
27.2KNew |
$558K - $592K
|
27.2K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.6K+ 262.12% |
$546K - $579K
|
36.7K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$381K - $404K
|
18.5K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 58.65% |
$334K - $354K
|
43.9K
$931K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 13.25% |
$219K - $232K
|
91.1K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.9K+ 13.27% |
$80.2K - $85K
|
33.3K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.79KNew |
$36.8K - $39K
|
1.79K
$38K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
808+ 80800.0% |
$16.6K - $17.6K
|
809
$17.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
803New |
$16.5K - $17.5K
|
803
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
713+ 4.06% |
$14.7K - $15.5K
|
18.3K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
115+ 0.82% |
$2.36K - $2.51K
|
14.1K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
107+ 0.72% |
$2.2K - $2.33K
|
14.9K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
40+ 1.82% |
$822 - $872
|
2.24K
$47.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 1.36% |
$123 - $131
|
448
$9.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-258- 1.25% |
$5.3K - $5.62K
|
20.3K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-359- 0.15% |
$7.38K - $7.83K
|
239K
$5.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-953- 1.4% |
$19.6K - $20.8K
|
67.4K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.03K- 1.39% |
$21.1K - $22.4K
|
73.1K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 18.36% |
$22.3K - $23.6K
|
4.82K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.64K- 8.54% |
$33.8K - $35.8K
|
17.6K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.66K- 42.37% |
$34.2K - $36.3K
|
2.26K
$47.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.73K- 11.45% |
$35.5K - $37.7K
|
13.4K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.6K- 5.3% |
$320K - $339K
|
278K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 66.95% |
$531K - $564K
|
12.8K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-29.7K- 50.35% |
$610K - $647K
|
29.3K
$620K
|