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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.5K- 39.07% |
$455K - $476K
|
19.5K
$757K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13K- 82.49% |
$472K - $494K
|
2.75K
$107K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.7K- 31.88% |
$569K - $595K
|
33.4K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17K- 23.05% |
$617K - $646K
|
56.7K
$2.2M
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-30.6K- 17.87% |
$1.11M - $1.16M
|
141K
$5.46M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34.8K- 40.97% |
$1.27M - $1.33M
|
50.2K
$1.95M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-48.9K- 18.11% |
$1.78M - $1.86M
|
221K
$8.58M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62.6K- 15.01% |
$2.28M - $2.38M
|
355K
$13.8M
|