Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
251K+ 379.56% |
$10.7M - $11.5M
|
317K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
221K+ 141.68% |
$9.49M - $10.2M
|
378K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
197K+ 60.16% |
$8.45M - $9.05M
|
525K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
114KNew |
$4.87M - $5.22M
|
114K
$5.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
102KNew |
$4.37M - $4.68M
|
102K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.5K+ 15.77% |
$2.03M - $2.18M
|
349K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
45.5KNew |
$1.95M - $2.09M
|
45.5K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
41.6K+ 38.64% |
$1.78M - $1.91M
|
149K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 27.77% |
$1.71M - $1.83M
|
184K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
39.4K+ 7.6% |
$1.69M - $1.81M
|
558K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.1K+ 585.87% |
$1.16M - $1.24M
|
31.7K
$1.48M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
25K+ 85.35% |
$1.07M - $1.15M
|
54.4K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5K+ 75.37% |
$879K - $942K
|
47.7K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.5K+ 22.02% |
$834K - $894K
|
108K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18.9K+ 30.98% |
$809K - $867K
|
79.8K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
17.3K+ 58.17% |
$742K - $795K
|
47.1K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.9K+ 2.53% |
$724K - $776K
|
685K
$31.9M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 20.04% |
$702K - $752K
|
98.1K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 80.66% |
$648K - $694K
|
33.9K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$570K - $611K
|
13.3K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3KNew |
$569K - $610K
|
13.3K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8K+ 65.15% |
$549K - $588K
|
32.4K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$492K - $527K
|
11.5K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.74K+ 49.15% |
$417K - $447K
|
29.6K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.6KNew |
$411K - $441K
|
9.6K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.08KNew |
$389K - $417K
|
9.08K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.65KNew |
$371K - $397K
|
8.65K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.41K+ 10.84% |
$360K - $386K
|
85.9K
$4.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.93KNew |
$340K - $364K
|
7.93K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
7.72K+ 32.65% |
$331K - $355K
|
31.4K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.46K+ 2.22% |
$320K - $342K
|
344K
$16M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.92K+ 29.6% |
$297K - $318K
|
30.3K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.32KNew |
$271K - $290K
|
6.32K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.08K+ 3.74% |
$261K - $279K
|
169K
$7.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.52KNew |
$237K - $254K
|
5.52K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.45K+ 38.36% |
$234K - $250K
|
19.7K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.27K+ 112.01% |
$226K - $242K
|
9.98K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.16KNew |
$221K - $237K
|
5.16K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.12KNew |
$219K - $235K
|
5.12K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.77KNew |
$204K - $219K
|
4.77K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34K+ 144533.33% |
$186K - $199K
|
4.34K
$202K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.27K+ 77.55% |
$183K - $196K
|
9.77K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.16K+ 8.02% |
$178K - $191K
|
56K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.16KNew |
$178K - $191K
|
4.16K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4K+ 58.95% |
$171K - $184K
|
10.8K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 24.42% |
$165K - $176K
|
19.6K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.36K+ 15.28% |
$144K - $154K
|
25.4K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.2KNew |
$137K - $147K
|
3.2K
$149K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.85K+ 46.63% |
$122K - $131K
|
8.97K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.6K+ 31.36% |
$111K - $119K
|
10.9K
$508K
|