Purchases and Sales Made in Q1 2025 in First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest U (XDEC) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST U .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377K+ 276.38% |
$13.7M - $14.3M
|
513K
$19.9M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.6KNew |
$1.73M - $1.81M
|
47.6K
$1.85M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
35.2KNew |
$1.28M - $1.34M
|
35.2K
$1.37M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25K+ 28.29% |
$910K - $952K
|
113K
$4.4M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 16.42% |
$698K - $730K
|
136K
$5.28M
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
16.7KNew |
$607K - $635K
|
16.7K
$648K
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
15K+ 2.1% |
$544K - $569K
|
726K
$28.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.3KNew |
$520K - $544K
|
14.3K
$555K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.1KNew |
$512K - $536K
|
14.1K
$546K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
12.8KNew |
$465K - $487K
|
12.8K
$496K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.77K+ 5.23% |
$319K - $334K
|
176K
$6.84M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.94K+ 46.07% |
$216K - $226K
|
18.8K
$731K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.69K+ 35.61% |
$171K - $178K
|
17.9K
$693K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.44K+ 13.17% |
$125K - $131K
|
29.5K
$1.14M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.32K+ 0.97% |
$121K - $126K
|
345K
$13.4M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
600+ 4.86% |
$21.8K - $22.8K
|
13K
$502K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
547+ 13.18% |
$19.9K - $20.8K
|
4.7K
$182K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
386+ 4.51% |
$14K - $14.7K
|
8.94K
$347K
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
233+ 4.22% |
$8.48K - $8.87K
|
5.76K
$223K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
150New |
$5.46K - $5.71K
|
150
$5.82K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$5.28K - $5.52K
|
145
$5.63K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
105+ 0.85% |
$3.82K - $4K
|
12.5K
$483K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
80New |
$2.91K - $3.04K
|
80
$3.1K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
54+ 0.6% |
$1.96K - $2.05K
|
9.01K
$349K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
43New |
$1.56K - $1.64K
|
43
$1.67K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.03% |
$364 - $381
|
28.9K
$1.12M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 0.31% |
$1.13K - $1.18K
|
9.83K
$381K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-39- 0.67% |
$1.42K - $1.48K
|
5.77K
$224K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-65- 0.42% |
$2.36K - $2.47K
|
15.3K
$595K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-348- 2.43% |
$12.7K - $13.2K
|
14K
$543K
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-365- 5.9% |
$13.3K - $13.9K
|
5.83K
$226K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-439- 5.66% |
$16K - $16.7K
|
7.32K
$284K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-448- 5.55% |
$16.3K - $17K
|
7.63K
$296K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-560- 0.83% |
$20.4K - $21.3K
|
66.7K
$2.59M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.11K- 7.59% |
$40.5K - $42.4K
|
13.6K
$526K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-1.17K- 7.57% |
$42.4K - $44.4K
|
14.2K
$552K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.23K- 16.62% |
$44.9K - $46.9K
|
6.19K
$240K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.41K- 1.07% |
$51.2K - $53.5K
|
130K
$5.03M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.55K- 19.97% |
$56.5K - $59.1K
|
6.23K
$242K
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.81K- 12.85% |
$66K - $69K
|
12.3K
$478K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.81K- 15.08% |
$66K - $69K
|
10.2K
$396K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.16K- 17.53% |
$78.7K - $82.3K
|
10.2K
$395K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 12.2% |
$94.6K - $99K
|
18.7K
$726K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.14K- 25.28% |
$114K - $119K
|
9.26K
$359K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.33K- 1.45% |
$121K - $127K
|
226K
$8.78M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.25K- 9.88% |
$155K - $162K
|
38.7K
$1.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.36K- 2.69% |
$268K - $280K
|
267K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.44KClosed |
$307K - $321K
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.67K- 2.28% |
$352K - $368K
|
414K
$16.1M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 6.92% |
$404K - $423K
|
149K
$5.8M
|