Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
632K+ 1046.48% |
$14.2M - $15M
|
693K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
598K+ 118.22% |
$13.4M - $14.2M
|
1.1M
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
525K+ 338.01% |
$11.8M - $12.4M
|
680K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
264K+ 58.14% |
$5.91M - $6.25M
|
717K
$19.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
150KNew |
$3.36M - $3.56M
|
150K
$4.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
135KNew |
$3.03M - $3.21M
|
135K
$3.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
119K+ 780.8% |
$2.66M - $2.82M
|
134K
$3.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
94.2KNew |
$2.11M - $2.23M
|
94.2K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.2K+ 184.87% |
$2.07M - $2.19M
|
142K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
83.7KNew |
$1.88M - $1.99M
|
83.7K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.6K+ 211.67% |
$1.63M - $1.72M
|
107K
$2.91M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72.2K+ 72.3% |
$1.62M - $1.71M
|
172K
$4.69M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
61.6KNew |
$1.38M - $1.46M
|
61.6K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
54.6KNew |
$1.23M - $1.3M
|
54.6K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.1K+ 20.65% |
$967K - $1.02M
|
252K
$6.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.9K+ 165.37% |
$917K - $970K
|
65.6K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.9KNew |
$558K - $590K
|
24.9K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.4K+ 218.54% |
$525K - $555K
|
34.1K
$930K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.1KNew |
$496K - $525K
|
22.1K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20KNew |
$449K - $474K
|
20K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.6KNew |
$441K - $466K
|
19.6K
$536K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18KNew |
$404K - $427K
|
18K
$491K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17K+ 161.68% |
$381K - $403K
|
27.5K
$749K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
15KNew |
$336K - $355K
|
15K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 18.92% |
$329K - $348K
|
92.2K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.3KNew |
$321K - $339K
|
14.3K
$390K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
13.5KNew |
$304K - $321K
|
13.5K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 37.53% |
$287K - $303K
|
46.8K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.7KNew |
$263K - $278K
|
11.7K
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5K+ 54.39% |
$258K - $272K
|
32.6K
$889K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.4KNew |
$255K - $270K
|
11.4K
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.81K+ 55.6% |
$220K - $233K
|
27.4K
$748K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
9.76KNew |
$219K - $232K
|
9.76K
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
9.69KNew |
$217K - $230K
|
9.69K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.32KNew |
$209K - $221K
|
9.32K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.16KNew |
$206K - $217K
|
9.16K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9.02K+ 101.14% |
$202K - $214K
|
17.9K
$489K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.72K+ 93.96% |
$195K - $207K
|
18K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8.6K+ 65.45% |
$193K - $204K
|
21.7K
$593K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.06K+ 64.21% |
$181K - $191K
|
20.6K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.54K+ 450.07% |
$147K - $155K
|
7.99K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.33K+ 32.06% |
$142K - $150K
|
26.1K
$711K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.04K+ 1.98% |
$113K - $120K
|
259K
$7.06M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.69KNew |
$105K - $111K
|
4.69K
$128K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.5KNew |
$78.4K - $82.9K
|
3.5K
$95.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.4K+ 703.93% |
$76.3K - $80.6K
|
3.88K
$106K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.37K+ 25.25% |
$75.6K - $80K
|
16.7K
$456K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.91K+ 1.34% |
$42.8K - $45.3K
|
144K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 6.12% |
$27.7K - $29.3K
|
21.5K
$585K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
485New |
$10.9K - $11.5K
|
485
$13.2K
|