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 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
800+ 8.23% |
$30.9K - $33K
|
10.5K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
643+ 9.71% |
$24.8K - $26.5K
|
7.26K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
562+ 2.52% |
$21.7K - $23.2K
|
22.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
259+ 2.29% |
$9.99K - $10.7K
|
11.6K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 11.67% |
$6.75K - $7.21K
|
1.68K
$75.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
47+ 0.81% |
$1.81K - $1.94K
|
5.86K
$264K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
17New |
$656 - $701
|
17
$765
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.15% |
$772 - $824
|
13K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-88- 1.0% |
$3.4K - $3.63K
|
8.71K
$392K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-104- 0.54% |
$4.01K - $4.29K
|
19.3K
$868K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-153- 1.69% |
$5.9K - $6.31K
|
8.92K
$402K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-295- 31.79% |
$11.4K - $12.2K
|
633
$28.5K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-378- 1.89% |
$14.6K - $15.6K
|
19.7K
$885K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-612- 13.15% |
$23.6K - $25.2K
|
4.04K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-631- 10.0% |
$24.4K - $26K
|
5.68K
$256K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-707- 14.97% |
$27.3K - $29.1K
|
4.02K
$181K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-806- 0.71% |
$31.1K - $33.2K
|
113K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-970- 1.31% |
$37.4K - $40K
|
73.1K
$3.29M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.1K- 11.64% |
$42.4K - $45.2K
|
8.33K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.26K- 5.56% |
$48.8K - $52.1K
|
21.5K
$966K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-2.06K- 1.27% |
$79.5K - $84.9K
|
161K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.21K- 12.67% |
$85.2K - $91K
|
15.2K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.81K- 45.71% |
$108K - $116K
|
3.33K
$150K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.82K- 17.36% |
$109K - $116K
|
13.4K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.93K- 8.93% |
$113K - $121K
|
29.9K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.26K- 28.39% |
$126K - $134K
|
8.22K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.33KClosed |
$129K - $137K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.74K- 16.65% |
$144K - $154K
|
18.7K
$843K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.18K- 2.09% |
$161K - $172K
|
195K
$8.8M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.52K- 19.78% |
$174K - $186K
|
18.3K
$825K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.78K- 48.57% |
$223K - $238K
|
6.11K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.25K- 24.04% |
$241K - $257K
|
19.7K
$888K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.26K- 62.24% |
$319K - $340K
|
5.01K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.54K- 7.67% |
$329K - $352K
|
103K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.92K- 8.09% |
$344K - $368K
|
101K
$4.56M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-19.2K- 5.01% |
$742K - $793K
|
365K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.4K- 8.43% |
$1.56M - $1.67M
|
439K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-85.9K- 36.5% |
$3.32M - $3.54M
|
150K
$6.73M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-94.5K- 72.91% |
$3.65M - $3.89M
|
35.1K
$1.58M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-185KClosed |
$7.13M - $7.61M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-465K- 88.87% |
$17.9M - $19.2M
|
58.2K
$2.62M
|