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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 37.1% |
$95.4K - $102K
|
8.22K
$383K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 33.85% |
$94.1K - $101K
|
8.68K
$405K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.05K+ 33.98% |
$87.7K - $94K
|
8.07K
$376K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01K+ 1.24% |
$86.1K - $92.3K
|
164K
$7.67M
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
1.7K+ 7.89% |
$72.9K - $78.1K
|
23.3K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.28K+ 20.37% |
$55K - $59K
|
7.59K
$354K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 12.12% |
$51.6K - $55.3K
|
11.1K
$519K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05K+ 8.8% |
$45K - $48.3K
|
13K
$605K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.03K+ 5.38% |
$44K - $47.2K
|
20.1K
$937K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
876+ 2.86% |
$37.5K - $40.2K
|
31.5K
$1.47M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
818+ 16.1% |
$35.1K - $37.6K
|
5.9K
$275K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
544+ 5.7% |
$23.3K - $25K
|
10.1K
$471K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
500New |
$21.4K - $23K
|
500
$23.3K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
450+ 4.88% |
$19.3K - $20.7K
|
9.68K
$451K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
289+ 6.79% |
$12.4K - $13.3K
|
4.54K
$212K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
283New |
$12.1K - $13K
|
283
$13.2K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
234+ 1.88% |
$10K - $10.7K
|
12.7K
$591K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
167+ 16.89% |
$7.16K - $7.67K
|
1.16K
$53.9K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
127+ 1.23% |
$5.44K - $5.83K
|
10.5K
$489K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 0.49% |
$2.36K - $2.53K
|
11.2K
$521K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17+ 3.55% |
$729 - $781
|
496
$23.1K
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2- 0.03% |
$85.7 - $91.8
|
7.25K
$338K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-16- 0.17% |
$686 - $735
|
9.13K
$426K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-26- 0.15% |
$1.11K - $1.19K
|
17.4K
$813K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-36- 0.19% |
$1.54K - $1.65K
|
18.8K
$876K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-58- 1.08% |
$2.49K - $2.66K
|
5.34K
$249K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-98- 1.17% |
$4.2K - $4.5K
|
8.26K
$385K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-113- 2.21% |
$4.84K - $5.19K
|
4.99K
$233K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137- 7.98% |
$5.87K - $6.29K
|
1.58K
$73.6K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 0.5% |
$6.43K - $6.89K
|
29.6K
$1.38M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-325- 1.95% |
$13.9K - $14.9K
|
16.3K
$762K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-350- 1.88% |
$15K - $16.1K
|
18.3K
$852K
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-423- 5.19% |
$18.1K - $19.4K
|
7.73K
$360K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-423- 0.23% |
$18.1K - $19.4K
|
186K
$8.65M
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-431- 1.73% |
$18.5K - $19.8K
|
24.5K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-458- 4.76% |
$19.6K - $21K
|
9.16K
$427K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-509- 6.34% |
$21.8K - $23.4K
|
7.52K
$351K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-794- 10.26% |
$34K - $36.5K
|
6.95K
$324K
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-800- 7.6% |
$34.3K - $36.7K
|
9.72K
$453K
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-883- 3.67% |
$37.8K - $40.5K
|
23.2K
$1.08M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-961- 7.8% |
$41.2K - $44.1K
|
11.4K
$529K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 3.13% |
$43.9K - $47K
|
31.7K
$1.48M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 13.24% |
$45K - $48.2K
|
6.87K
$320K
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.47K- 0.93% |
$63.1K - $67.6K
|
157K
$7.34M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 7.21% |
$65.4K - $70K
|
19.6K
$915K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.64K- 6.96% |
$70.2K - $75.2K
|
21.9K
$1.02M
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.78K- 5.47% |
$76.1K - $81.5K
|
30.7K
$1.43M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 5.19% |
$85.7K - $91.8K
|
36.6K
$1.7M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.19K- 4.07% |
$93.6K - $100K
|
51.5K
$2.4M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 22.43% |
$96.9K - $104K
|
7.82K
$364K
|