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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
382+ 1.81% |
$15.3K - $16.3K
|
21.5K
$969K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295+ 46.6% |
$11.8K - $12.6K
|
928
$41.8K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295+ 46.6% |
$11.8K - $12.6K
|
928
$41.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
263+ 0.28% |
$10.5K - $11.2K
|
94.4K
$4.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
234New |
$9.39K - $9.96K
|
234
$10.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
213New |
$8.54K - $9.07K
|
213
$9.59K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
113New |
$4.53K - $4.81K
|
113
$5.09K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40New |
$1.6K - $1.7K
|
40
$1.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$762 - $809
|
19
$855
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6- 0.02% |
$241 - $255
|
27.4K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-27- 0.23% |
$1.08K - $1.15K
|
11.6K
$521K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-50- 0.25% |
$2.01K - $2.13K
|
19.7K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-181- 0.8% |
$7.26K - $7.71K
|
22.5K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-260- 1.21% |
$10.4K - $11.1K
|
21.2K
$954K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-332- 3.33% |
$13.3K - $14.1K
|
9.63K
$433K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-333- 2.19% |
$13.4K - $14.2K
|
14.9K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-362- 1.58% |
$14.5K - $15.4K
|
22.5K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-372- 6.55% |
$14.9K - $15.8K
|
5.31K
$239K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-427- 2.42% |
$17.1K - $18.2K
|
17.2K
$774K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-476- 2.58% |
$19.1K - $20.3K
|
18K
$808K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-591- 1.91% |
$23.7K - $25.2K
|
30.4K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-800- 7.6% |
$32.1K - $34.1K
|
9.73K
$438K
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-808- 0.5% |
$32.4K - $34.4K
|
160K
$7.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-827- 9.27% |
$33.2K - $35.2K
|
8.1K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-983- 15.29% |
$39.4K - $41.9K
|
5.45K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.5K- 4.1% |
$60K - $63.7K
|
35K
$1.58M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.65K- 2.26% |
$66.2K - $70.3K
|
71.5K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.69K- 20.58% |
$67.9K - $72.1K
|
6.54K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.9K- 14.6% |
$76.3K - $81K
|
11.1K
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 12.09% |
$120K - $127K
|
21.7K
$977K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.77K- 1.93% |
$151K - $161K
|
192K
$8.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.25K- 31.64% |
$170K - $181K
|
9.18K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 5.27% |
$174K - $185K
|
78K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.09K- 11.83% |
$204K - $217K
|
37.9K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.05K- 5.89% |
$243K - $258K
|
96.8K
$4.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-9.72K- 11.7% |
$390K - $414K
|
73.3K
$3.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.82K- 5.55% |
$394K - $418K
|
167K
$7.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.95K- 99.6% |
$399K - $424K
|
40
$1.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-10.9K- 58.34% |
$438K - $465K
|
7.8K
$351K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-11.9K- 3.25% |
$475K - $505K
|
353K
$15.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.8K- 27.46% |
$593K - $630K
|
39.1K
$1.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.4K- 6.53% |
$737K - $783K
|
263K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-25.1K- 76.52% |
$1.01M - $1.07M
|
7.71K
$347K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.7K- 15.58% |
$2.6M - $2.76M
|
351K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-118K- 78.98% |
$4.74M - $5.03M
|
31.4K
$1.41M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-151K- 51.03% |
$6.04M - $6.41M
|
144K
$6.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193K- 43.93% |
$7.74M - $8.21M
|
246K
$11.1M
|