Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.03K+ 2.59% |
$176K - $182K
|
159K
$7.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.82K+ 19.4% |
$167K - $173K
|
23.5K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.75K+ 38.98% |
$164K - $170K
|
13.4K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
3.33K+ 18.29% |
$145K - $151K
|
21.6K
$978K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 67.72% |
$140K - $145K
|
7.92K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.98K+ 55.96% |
$130K - $135K
|
8.29K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99K+ 19.01% |
$86.7K - $90.1K
|
12.4K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 17.66% |
$65.9K - $68.5K
|
10.1K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51K+ 14.44% |
$65.7K - $68.2K
|
11.9K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$62.4K - $64.8K
|
1.43K
$64.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 8.19% |
$61.5K - $63.9K
|
18.6K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.07K+ 20.52% |
$46.8K - $48.6K
|
6.3K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
886+ 14.1% |
$38.6K - $40.1K
|
7.17K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
864+ 9.94% |
$37.7K - $39.1K
|
9.55K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
836+ 9.19% |
$36.5K - $37.9K
|
9.93K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
800+ 400.0% |
$34.9K - $36.2K
|
1K
$45.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
798+ 8.2% |
$34.8K - $36.1K
|
10.5K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
753+ 0.7% |
$32.8K - $34.1K
|
108K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500+ 33.33% |
$21.8K - $22.7K
|
2K
$90.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
406+ 1.75% |
$17.7K - $18.4K
|
23.7K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
384+ 8.14% |
$16.7K - $17.4K
|
5.1K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
350+ 5.61% |
$15.3K - $15.9K
|
6.59K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
349+ 4.47% |
$15.2K - $15.8K
|
8.15K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 1.53% |
$4.36K - $4.53K
|
6.65K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.88% |
$43.6 - $45.3
|
112
$5.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.05% |
$87.2 - $90.6
|
4.04K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-35- 0.45% |
$1.53K - $1.59K
|
7.74K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-87- 0.5% |
$3.79K - $3.94K
|
17.5K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-110- 0.66% |
$4.8K - $4.98K
|
16.7K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-118- 0.61% |
$5.15K - $5.35K
|
19.1K
$865K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-187- 2.28% |
$8.16K - $8.47K
|
8.03K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-207- 3.7% |
$9.03K - $9.38K
|
5.39K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-234- 0.78% |
$10.2K - $10.6K
|
29.7K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-343- 2.36% |
$15K - $15.5K
|
14.2K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-796- 4.05% |
$34.7K - $36.1K
|
18.9K
$856K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-862- 1.58% |
$37.6K - $39K
|
53.7K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-943- 1.41% |
$41.1K - $42.7K
|
66.1K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.01K- 50.55% |
$44.1K - $45.8K
|
989
$44.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 5.26% |
$51.3K - $53.3K
|
21.2K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.64K- 18.5% |
$71.6K - $74.3K
|
7.23K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.03K- 20.42% |
$88.4K - $91.9K
|
7.9K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.56K- 13.33% |
$112K - $116K
|
16.6K
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.13K- 8.74% |
$136K - $142K
|
32.7K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.18K- 38.5% |
$139K - $144K
|
5.08K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.49K- 99.91% |
$152K - $158K
|
3
$136
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.57K- 10.43% |
$156K - $162K
|
30.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.02K- 9.44% |
$175K - $182K
|
38.6K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.18K- 20.92% |
$270K - $280K
|
23.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.29K- 25.66% |
$274K - $285K
|
18.2K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-13K- 55.57% |
$565K - $587K
|
10.4K
$470K
|