Purchases and Sales Made in Q1 2024 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 2024. 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 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.71MNew |
$66.1M - $70.6M
|
1.71M
$77.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
194K+ 190.98% |
$7.47M - $7.98M
|
295K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
187K+ 914.13% |
$7.21M - $7.7M
|
207K
$9.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
185K+ 191.04% |
$7.14M - $7.62M
|
282K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
175K+ 48.0% |
$6.76M - $7.22M
|
540K
$24.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
76.2K+ 99.26% |
$2.94M - $3.14M
|
153K
$6.89M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.6KNew |
$1.95M - $2.08M
|
50.6K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.3K+ 122.61% |
$1.94M - $2.07M
|
91.4K
$4.11M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
46.9K+ 5213.67% |
$1.81M - $1.93M
|
47.8K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 11.74% |
$1.68M - $1.8M
|
415K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
28.4KNew |
$1.09M - $1.17M
|
28.4K
$1.28M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
19.5K+ 114.91% |
$754K - $805K
|
36.5K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 81.53% |
$746K - $796K
|
43K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 5.31% |
$711K - $759K
|
366K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.3K+ 125.69% |
$706K - $754K
|
32.8K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16.7KNew |
$644K - $688K
|
16.7K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.6K+ 115.87% |
$641K - $684K
|
30.9K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 24.86% |
$633K - $676K
|
82.4K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 13.83% |
$532K - $568K
|
114K
$5.11M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13K+ 31.68% |
$500K - $534K
|
53.9K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 29.63% |
$450K - $481K
|
51K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 6.26% |
$402K - $429K
|
177K
$7.96M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.99KNew |
$385K - $412K
|
9.99K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.94K+ 21610.87% |
$384K - $410K
|
9.99K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.8K+ 13.95% |
$378K - $404K
|
80K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.24KNew |
$357K - $381K
|
9.24K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.19K+ 50.43% |
$355K - $379K
|
27.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
8.57K+ 88.85% |
$331K - $353K
|
18.2K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.11KNew |
$313K - $334K
|
8.11K
$365K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.92K+ 47.21% |
$306K - $326K
|
24.7K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.74K+ 7.26% |
$299K - $319K
|
114K
$5.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.42KNew |
$286K - $306K
|
7.42K
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.88K+ 59.55% |
$265K - $283K
|
18.4K
$830K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.28KNew |
$242K - $259K
|
6.28K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.94KNew |
$229K - $245K
|
5.94K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.56K+ 126.5% |
$215K - $229K
|
9.96K
$448K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.37KNew |
$207K - $221K
|
5.37K
$241K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.09K+ 13.42% |
$196K - $210K
|
43K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.99K+ 5.59% |
$192K - $205K
|
94.1K
$4.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.86K+ 28.07% |
$149K - $159K
|
17.6K
$793K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.82KNew |
$147K - $157K
|
3.82K
$172K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 12.16% |
$141K - $151K
|
33.7K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.37KNew |
$130K - $139K
|
3.37K
$152K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.09KNew |
$119K - $128K
|
3.09K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.39K+ 3.67% |
$92.3K - $98.6K
|
67.5K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.68K+ 5.74% |
$64.9K - $69.3K
|
31K
$1.39M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.28K+ 20.79% |
$49.3K - $52.6K
|
7.42K
$334K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.19K+ 1.45% |
$45.8K - $48.9K
|
83K
$3.74M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.14K+ 5.04% |
$44.1K - $47.1K
|
23.8K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 5.54% |
$42.8K - $45.7K
|
21.1K
$952K
|