Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
251KNew |
$7.44M - $8.33M
|
251K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
144K+ 165.5% |
$4.27M - $4.78M
|
231K
$10.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.3K+ 39.97% |
$1.93M - $2.16M
|
229K
$10.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
61.1KNew |
$1.81M - $2.03M
|
61.1K
$2.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
50.1KNew |
$1.48M - $1.66M
|
50.1K
$2.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.2KNew |
$1.37M - $1.53M
|
46.2K
$2.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.9K+ 679.34% |
$1.36M - $1.52M
|
52.7K
$2.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.4K+ 125.0% |
$1.25M - $1.4M
|
76.3K
$3.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.5KNew |
$904K - $1.01M
|
30.5K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
25.7K+ 126.38% |
$760K - $851K
|
46K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.2K+ 22.26% |
$746K - $835K
|
138K
$6.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
24KNew |
$711K - $796K
|
24K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
23.2KNew |
$687K - $769K
|
23.2K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.1K+ 60.57% |
$685K - $766K
|
61.3K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.6K+ 266.02% |
$608K - $681K
|
28.3K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.4KNew |
$575K - $644K
|
19.4K
$874K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8K+ 187.8% |
$528K - $591K
|
27.3K
$1.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.8KNew |
$527K - $590K
|
17.8K
$801K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
16.8KNew |
$498K - $557K
|
16.8K
$757K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9KNew |
$471K - $527K
|
15.9K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 134.44% |
$464K - $519K
|
27.3K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 176.59% |
$420K - $470K
|
22.2K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.7K+ 92.94% |
$406K - $455K
|
28.5K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.5K+ 47.04% |
$371K - $415K
|
39.2K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 67.35% |
$351K - $393K
|
29.5K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$341K - $381K
|
11.5K
$518K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
11.2K+ 214.62% |
$330K - $370K
|
16.4K
$736K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
11KNew |
$326K - $364K
|
11K
$495K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
10.1K+ 131.91% |
$300K - $336K
|
17.8K
$801K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.44KNew |
$279K - $313K
|
9.44K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9.42KNew |
$279K - $312K
|
9.42K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.3KNew |
$275K - $308K
|
9.3K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.74KNew |
$259K - $290K
|
8.74K
$393K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.38K+ 151.47% |
$218K - $244K
|
12.2K
$551K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.25K+ 72.61% |
$215K - $240K
|
17.2K
$776K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.9K+ 10.07% |
$204K - $229K
|
75.4K
$3.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.49KNew |
$192K - $215K
|
6.49K
$292K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.37KNew |
$188K - $211K
|
6.37K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.33K+ 47.83% |
$187K - $210K
|
19.6K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.11K+ 57.54% |
$181K - $203K
|
16.7K
$753K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.24K+ 77.56% |
$155K - $174K
|
12K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.63KNew |
$77.7K - $87K
|
2.63K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.62K+ 12.79% |
$47.9K - $53.6K
|
14.3K
$642K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.53K+ 9.94% |
$45.1K - $50.5K
|
16.9K
$759K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.45K+ 9.49% |
$42.9K - $48.1K
|
16.7K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03KNew |
$30.3K - $34K
|
1.03K
$46.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
943+ 27.35% |
$27.9K - $31.2K
|
4.39K
$198K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
725New |
$21.5K - $24K
|
725
$32.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
630+ 17.6% |
$18.6K - $20.9K
|
4.21K
$189K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
500+ 9.39% |
$14.8K - $16.6K
|
5.83K
$262K
|