Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 144.84% |
$3.92M - $4.28M
|
277K
$7.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
71.4KNew |
$1.71M - $1.86M
|
71.4K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28K+ 39.85% |
$669K - $730K
|
98.2K
$2.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22.5K+ 12.61% |
$539K - $587K
|
201K
$5.48M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.7KNew |
$398K - $434K
|
16.7K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 117.96% |
$308K - $336K
|
23.8K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.75K+ 1.42% |
$233K - $254K
|
696K
$19M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$209K - $227K
|
8.73K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.89KNew |
$189K - $206K
|
7.89K
$215K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$184K - $201K
|
7.7K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.83K+ 25.68% |
$91.5K - $99.7K
|
18.7K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.33K+ 5.78% |
$79.5K - $86.7K
|
60.9K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.73K+ 10.48% |
$65.3K - $71.1K
|
28.8K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.36KNew |
$56.4K - $61.4K
|
2.36K
$64.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.44K+ 1444.0% |
$34.5K - $37.6K
|
1.54K
$42.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 34.77% |
$32.3K - $35.2K
|
5.23K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 0.93% |
$26.9K - $29.3K
|
122K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
905+ 1.78% |
$21.6K - $23.6K
|
51.7K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
683New |
$16.3K - $17.8K
|
683
$18.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
618New |
$14.8K - $16.1K
|
618
$16.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
350+ 1.36% |
$8.37K - $9.12K
|
26.1K
$711K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.39K - $2.61K
|
100
$2.73K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
87+ 0.34% |
$2.08K - $2.27K
|
25.5K
$695K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
75+ 0.23% |
$1.79K - $1.96K
|
32.8K
$894K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-18- 0.17% |
$431 - $469
|
10.8K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-116- 0.12% |
$2.77K - $3.02K
|
93.8K
$2.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200- 1.02% |
$4.78K - $5.21K
|
19.5K
$531K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-240- 3.36% |
$5.74K - $6.26K
|
6.89K
$188K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 9.23% |
$5.98K - $6.52K
|
2.46K
$67.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-278- 1.52% |
$6.65K - $7.25K
|
18.1K
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-470- 5.39% |
$11.2K - $12.3K
|
8.25K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-600- 4.27% |
$14.4K - $15.6K
|
13.5K
$367K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-618- 2.02% |
$14.8K - $16.1K
|
29.9K
$816K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-660- 2.65% |
$15.8K - $17.2K
|
24.3K
$661K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-674- 3.04% |
$16.1K - $17.6K
|
21.5K
$586K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-827- 0.64% |
$19.8K - $21.6K
|
129K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-931- 5.02% |
$22.3K - $24.3K
|
17.6K
$481K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.12K- 2.72% |
$26.7K - $29.1K
|
40K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 72.81% |
$29.5K - $32.1K
|
460
$12.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.42K- 9.27% |
$33.9K - $37K
|
13.9K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.78K- 14.91% |
$42.5K - $46.4K
|
10.1K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.82K- 2.14% |
$43.5K - $47.4K
|
83.3K
$2.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.86K- 19.47% |
$44.5K - $48.5K
|
7.7K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.14K- 4.82% |
$51.1K - $55.7K
|
42.2K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.61K- 12.48% |
$62.5K - $68.1K
|
18.3K
$499K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.29K- 6.07% |
$78.7K - $85.7K
|
50.9K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.92K- 10.53% |
$93.7K - $102K
|
33.3K
$908K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.63K- 3.58% |
$111K - $121K
|
125K
$3.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.38K- 32.77% |
$129K - $140K
|
11K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.11K- 2.08% |
$146K - $159K
|
287K
$7.84M
|