Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
482K+ 1176.1% |
$16.3M - $18.8M
|
523K
$23.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
365KNew |
$12.4M - $14.2M
|
365K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
317K+ 195.16% |
$10.7M - $12.4M
|
480K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
303K+ 696.09% |
$10.3M - $11.8M
|
347K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
235KNew |
$7.97M - $9.19M
|
235K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
208K+ 117.57% |
$7.03M - $8.1M
|
384K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
199K+ 115.36% |
$6.74M - $7.77M
|
372K
$16.7M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
185KNew |
$6.26M - $7.21M
|
185K
$8.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
163KNew |
$5.51M - $6.35M
|
163K
$7.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
130KNew |
$4.39M - $5.06M
|
130K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
107KNew |
$3.61M - $4.16M
|
107K
$4.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
89.1KNew |
$3.02M - $3.48M
|
89.1K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88K+ 395.13% |
$2.98M - $3.44M
|
110K
$4.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
77.3KNew |
$2.62M - $3.02M
|
77.3K
$3.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68.5K+ 159.58% |
$2.32M - $2.67M
|
111K
$5.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.4K+ 207.88% |
$2.28M - $2.63M
|
99.8K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
65.1KNew |
$2.21M - $2.54M
|
65.1K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.5K+ 401.91% |
$2.08M - $2.4M
|
76.8K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60.9KNew |
$2.06M - $2.38M
|
60.9K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.5K+ 298.46% |
$1.88M - $2.17M
|
74.1K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
49.9K+ 78.22% |
$1.69M - $1.95M
|
114K
$5.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 39.34% |
$1.59M - $1.83M
|
166K
$7.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.4K+ 71.53% |
$1.37M - $1.58M
|
96.8K
$4.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39.4KNew |
$1.33M - $1.54M
|
39.4K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
36.2KNew |
$1.23M - $1.41M
|
36.2K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.1KNew |
$1.02M - $1.17M
|
30.1K
$1.35M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.2K+ 130.44% |
$784K - $904K
|
40.9K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
22.7KNew |
$767K - $884K
|
22.7K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.3KNew |
$755K - $870K
|
22.3K
$1M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20KNew |
$679K - $782K
|
20K
$902K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
19.2KNew |
$650K - $749K
|
19.2K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$625K - $720K
|
18.5K
$831K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
18.2KNew |
$617K - $711K
|
18.2K
$820K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.6KNew |
$594K - $685K
|
17.6K
$790K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17.4K+ 9.52% |
$588K - $677K
|
200K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
17KNew |
$576K - $663K
|
17K
$765K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.8KNew |
$568K - $655K
|
16.8K
$755K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.1K+ 84.58% |
$510K - $587K
|
32.8K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 26.74% |
$502K - $578K
|
70.2K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.5KNew |
$493K - $568K
|
14.5K
$655K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.5KNew |
$424K - $489K
|
12.5K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11.3KNew |
$384K - $442K
|
11.3K
$510K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 144.98% |
$349K - $403K
|
17.4K
$785K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.71KNew |
$329K - $379K
|
9.71K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.66KNew |
$327K - $377K
|
9.66K
$435K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.1KNew |
$308K - $355K
|
9.1K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.51K+ 40.94% |
$288K - $332K
|
29.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.26KNew |
$280K - $323K
|
8.26K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.25KNew |
$279K - $322K
|
8.25K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
7.65KNew |
$259K - $299K
|
7.65K
$344K
|