Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (QDEC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
92.8K+ 13.11% |
$1.68M - $1.93M
|
801K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
58.9KNew |
$1.06M - $1.22M
|
58.9K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.6K+ 40.34% |
$862K - $988K
|
166K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.9K+ 7.54% |
$721K - $827K
|
569K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.9K+ 6.64% |
$650K - $745K
|
577K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.9K+ 61.79% |
$632K - $725K
|
91.5K
$2.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
29.4KNew |
$532K - $610K
|
29.4K
$827K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.2KNew |
$510K - $585K
|
28.2K
$792K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23.6KNew |
$426K - $488K
|
23.6K
$662K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1KNew |
$382K - $438K
|
21.1K
$593K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8KNew |
$358K - $410K
|
19.8K
$555K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$357K - $410K
|
19.8K
$555K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
18.3KNew |
$332K - $380K
|
18.3K
$515K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17.6KNew |
$319K - $366K
|
17.6K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 18.47% |
$316K - $362K
|
112K
$3.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.2KNew |
$294K - $337K
|
16.2K
$456K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$294K - $337K
|
16.2K
$456K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.8KNew |
$232K - $266K
|
12.8K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5K+ 49.24% |
$226K - $259K
|
37.9K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$209K - $240K
|
11.6K
$324K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.9KNew |
$198K - $227K
|
10.9K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3KNew |
$187K - $214K
|
10.3K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.96KNew |
$180K - $206K
|
9.96K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.7KNew |
$175K - $201K
|
9.7K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.83KNew |
$87.4K - $100K
|
4.83K
$136K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.97K+ 31.02% |
$53.8K - $61.7K
|
12.6K
$353K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.32K+ 34.38% |
$41.9K - $48.1K
|
9.06K
$254K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2K+ 11.88% |
$36.2K - $41.5K
|
18.8K
$529K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.45KNew |
$26.3K - $30.1K
|
1.45K
$40.8K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.4KNew |
$25.3K - $29K
|
1.4K
$39.3K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-315- 2.69% |
$5.7K - $6.53K
|
11.4K
$320K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.94K- 6.36% |
$53.2K - $61K
|
43.3K
$1.22M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.55K- 2.86% |
$64.2K - $73.6K
|
121K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.13K- 22.71% |
$111K - $127K
|
20.8K
$586K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.5K- 4.33% |
$208K - $238K
|
254K
$7.14M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-13K- 9.45% |
$236K - $270K
|
125K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.7K- 11.22% |
$247K - $283K
|
108K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-33.6K- 10.44% |
$607K - $696K
|
288K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51.8K- 53.7% |
$937K - $1.07M
|
44.7K
$1.25M
|