Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FDEC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
277KNew |
$8.73M - $9.37M
|
277K
$12.4M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
110K+ 179.7% |
$3.47M - $3.72M
|
171K
$7.7M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
78.3K+ 160.82% |
$2.47M - $2.65M
|
127K
$5.72M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.4K+ 47.9% |
$927K - $995K
|
90.7K
$4.08M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.8KNew |
$878K - $942K
|
27.8K
$1.25M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4K+ 267.56% |
$739K - $792K
|
32.1K
$1.45M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.8K+ 45.08% |
$658K - $706K
|
67K
$3.02M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16.7KNew |
$527K - $565K
|
16.7K
$751K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15K+ 89.8% |
$475K - $509K
|
31.8K
$1.43M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
13KNew |
$410K - $439K
|
13K
$584K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7K+ 41.6% |
$401K - $430K
|
43.2K
$1.95M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8KNew |
$373K - $401K
|
11.8K
$532K
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$353K - $379K
|
11.2K
$503K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11KNew |
$347K - $373K
|
11K
$495K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$325K - $349K
|
10.3K
$463K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$324K - $347K
|
10.2K
$461K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.48KNew |
$299K - $321K
|
9.48K
$426K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.66KNew |
$273K - $293K
|
8.66K
$390K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.43KNew |
$235K - $252K
|
7.43K
$335K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.94K+ 17.71% |
$219K - $235K
|
46.1K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.65K+ 2.65% |
$210K - $225K
|
258K
$11.6M
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$210K - $225K
|
6.64K
$299K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.62KNew |
$209K - $224K
|
6.62K
$298K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
6.53KNew |
$206K - $221K
|
6.53K
$294K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
6.49KNew |
$205K - $220K
|
6.49K
$292K
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.43KNew |
$203K - $218K
|
6.43K
$289K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.17K+ 51.37% |
$195K - $209K
|
18.2K
$818K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.14KNew |
$194K - $208K
|
6.14K
$276K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 9.7% |
$161K - $173K
|
57.8K
$2.6M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.07K+ 10.13% |
$160K - $172K
|
55.1K
$2.48M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.43K+ 27.85% |
$140K - $150K
|
20.3K
$915K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.09K+ 14.98% |
$129K - $139K
|
31.4K
$1.41M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.03K+ 20.59% |
$127K - $136K
|
23.6K
$1.06M
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.66K+ 20.53% |
$115K - $124K
|
21.5K
$966K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.63K+ 362.07% |
$82.9K - $88.9K
|
3.35K
$151K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.61K+ 41.0% |
$82.4K - $88.4K
|
8.98K
$404K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.58K+ 14.15% |
$81.4K - $87.3K
|
20.8K
$936K
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.34K+ 13.92% |
$73.9K - $79.3K
|
19.2K
$862K
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.9K+ 2.52% |
$60K - $64.4K
|
77.3K
$3.48M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$47.4K - $50.8K
|
1.5K
$67.5K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 20.02% |
$41.1K - $44K
|
7.79K
$351K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 0.43% |
$31.6K - $33.9K
|
232K
$10.5M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
917+ 1.2% |
$29K - $31.1K
|
77.2K
$3.48M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
663+ 15.1% |
$20.9K - $22.5K
|
5.05K
$227K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
650New |
$20.5K - $22K
|
650
$29.3K
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
594+ 2.47% |
$18.8K - $20.1K
|
24.6K
$1.11M
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
193New |
$6.09K - $6.54K
|
193
$8.69K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79+ 19.85% |
$2.49K - $2.68K
|
477
$21.5K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-100- 1.29% |
$3.16K - $3.39K
|
7.68K
$346K
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-473- 2.44% |
$14.9K - $16K
|
19K
$853K
|