Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
604KNew |
$24.1M - $28.2M
|
604K
$28.2M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.64K+ 73.04% |
$265K - $310K
|
15.7K
$733K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.44KNew |
$177K - $207K
|
4.44K
$207K
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.39KNew |
$175K - $205K
|
4.39K
$205K
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.29KNew |
$171K - $200K
|
4.29K
$200K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
900+ 1.37% |
$35.9K - $42K
|
66.7K
$3.11M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
475+ 4.14% |
$19K - $22.2K
|
11.9K
$557K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 8.85% |
$15.3K - $17.9K
|
4.72K
$220K
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$160 - $187
|
9.72K
$453K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-150- 3.15% |
$5.99K - $7K
|
4.62K
$215K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-254- 2.94% |
$10.1K - $11.9K
|
8.4K
$391K
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-427- 5.53% |
$17.1K - $19.9K
|
7.3K
$340K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-825- 15.46% |
$32.9K - $38.5K
|
4.51K
$210K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.94K- 18.03% |
$77.6K - $90.7K
|
8.84K
$412K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-2.08K- 2.5% |
$82.9K - $96.8K
|
80.9K
$3.77M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 2.64% |
$103K - $121K
|
95.5K
$4.45M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.76K- 30.74% |
$110K - $129K
|
6.21K
$289K
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.91K- 2.85% |
$116K - $136K
|
99.1K
$4.62M
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.98K- 2.53% |
$159K - $186K
|
154K
$7.16M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.33K- 38.14% |
$173K - $202K
|
7.02K
$327K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.4K- 5.06% |
$375K - $439K
|
176K
$8.21M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 22.6% |
$1.18M - $1.38M
|
102K
$4.73M
|