Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
983KNew |
$39.4M - $41.8M
|
983K
$44.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
BUY
|
- |
468KNew |
$18.8M - $19.9M
|
468K
$21.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
227K+ 61.99% |
$9.09M - $9.65M
|
592K
$26.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 336.68% |
$4.55M - $4.83M
|
147K
$6.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
100KNew |
$4.02M - $4.27M
|
100K
$4.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
44.9K+ 77.1% |
$1.8M - $1.91M
|
103K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
40.2K+ 114.45% |
$1.61M - $1.71M
|
75.3K
$3.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 1017.67% |
$1.36M - $1.44M
|
37.3K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.6KNew |
$1.27M - $1.34M
|
31.6K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
25.6KNew |
$1.03M - $1.09M
|
25.6K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
23.4KNew |
$937K - $994K
|
23.4K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6KNew |
$908K - $964K
|
22.6K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16K+ 33.38% |
$640K - $680K
|
63.8K
$2.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.7KNew |
$590K - $626K
|
14.7K
$662K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14.6KNew |
$584K - $620K
|
14.6K
$656K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.5KNew |
$582K - $618K
|
14.5K
$654K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.4KNew |
$499K - $530K
|
12.4K
$560K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.1KNew |
$484K - $514K
|
12.1K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.4KNew |
$456K - $484K
|
11.4K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$408K - $433K
|
10.2K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.93KNew |
$398K - $423K
|
9.93K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.6K+ 4.63% |
$385K - $409K
|
217K
$9.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.46KNew |
$380K - $403K
|
9.46K
$426K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.05KNew |
$323K - $343K
|
8.05K
$362K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.8K+ 1.44% |
$313K - $332K
|
548K
$24.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$311K - $330K
|
7.76K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.52KNew |
$262K - $278K
|
6.52K
$293K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.97KNew |
$239K - $254K
|
5.97K
$269K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.41K+ 5.92% |
$217K - $230K
|
96.8K
$4.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.39KNew |
$216K - $229K
|
5.39K
$242K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.32KNew |
$213K - $226K
|
5.32K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.22KNew |
$210K - $222K
|
5.22K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.73KNew |
$190K - $201K
|
4.73K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.64K+ 4.06% |
$186K - $198K
|
119K
$5.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.14K+ 78.17% |
$166K - $176K
|
9.43K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.44KNew |
$138K - $146K
|
3.44K
$155K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.33K+ 44.93% |
$134K - $142K
|
10.7K
$484K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.14K+ 36.02% |
$126K - $134K
|
11.8K
$533K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.59K+ 2.29% |
$104K - $110K
|
115K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.17K+ 4.26% |
$87.1K - $92.5K
|
53.2K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.89K+ 49.33% |
$75.6K - $80.3K
|
5.71K
$257K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.65K+ 3.26% |
$66.1K - $70.2K
|
52.2K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$40.1K - $42.6K
|
1K
$45K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
968New |
$38.8K - $41.2K
|
968
$43.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
924+ 4.79% |
$37.1K - $39.3K
|
20.2K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
750+ 9.08% |
$30.1K - $31.9K
|
9.01K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
693+ 2.91% |
$27.8K - $29.5K
|
24.5K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
600+ 6.21% |
$24.1K - $25.5K
|
10.3K
$462K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
532+ 0.35% |
$21.3K - $22.7K
|
154K
$6.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
480+ 1.55% |
$19.3K - $20.4K
|
31.4K
$1.41M
|