Purchases and Sales Made in Q2 2023 in First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (DDEC) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
161KNew |
$5.14M - $5.44M
|
161K
$6.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 46.09% |
$4.51M - $4.77M
|
448K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
100K+ 1347.39% |
$3.21M - $3.39M
|
108K
$4.31M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
77.5K+ 898.76% |
$2.47M - $2.62M
|
86.1K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57.3K+ 664.47% |
$1.83M - $1.93M
|
65.9K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
55.6KNew |
$1.78M - $1.88M
|
55.6K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
36.8K+ 2.02% |
$1.17M - $1.24M
|
1.86M
$74.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.5KNew |
$239K - $253K
|
7.5K
$299K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.83K+ 27.09% |
$186K - $197K
|
27.3K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.75K+ 26.7% |
$152K - $160K
|
22.5K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.21KNew |
$134K - $142K
|
4.21K
$168K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.48K+ 5.07% |
$79.3K - $83.8K
|
51.4K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.9K+ 45.44% |
$60.7K - $64.1K
|
6.08K
$243K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.08K+ 5.81% |
$34.4K - $36.4K
|
19.6K
$784K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400New |
$12.8K - $13.5K
|
400
$16K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
333+ 0.38% |
$10.6K - $11.2K
|
88K
$3.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
313+ 0.46% |
$10K - $10.6K
|
68K
$2.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
290+ 0.97% |
$9.26K - $9.79K
|
30.3K
$1.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 0.18% |
$639 - $675
|
10.8K
$431K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-200- 2.95% |
$6.39K - $6.75K
|
6.57K
$262K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-201- 0.63% |
$6.42K - $6.79K
|
31.5K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-225- 9.07% |
$7.19K - $7.6K
|
2.26K
$90K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-307- 55.12% |
$9.81K - $10.4K
|
250
$9.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-861- 0.9% |
$27.5K - $29.1K
|
94.7K
$3.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.12K- 14.77% |
$67.6K - $71.4K
|
12.2K
$487K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.35K- 9.59% |
$74.9K - $79.2K
|
22.1K
$883K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.57K- 6.56% |
$82K - $86.7K
|
36.6K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.91K- 11.17% |
$92.9K - $98.2K
|
23.1K
$923K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4K- 15.21% |
$128K - $135K
|
22.3K
$891K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.12K- 13.16% |
$132K - $139K
|
27.2K
$1.09M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8.2K- 3.1% |
$262K - $277K
|
257K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.28K- 4.6% |
$296K - $313K
|
192K
$7.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.1K- 21.64% |
$321K - $340K
|
36.4K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 8.69% |
$323K - $341K
|
106K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-11.2K- 36.15% |
$358K - $379K
|
19.8K
$791K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-13.7KClosed |
$438K - $463K
|
0
$0
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15KClosed |
$478K - $506K
|
0
$0
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-28.3K- 31.79% |
$904K - $956K
|
60.7K
$2.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-32.5K- 11.68% |
$1.04M - $1.1M
|
246K
$9.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35K- 35.8% |
$1.12M - $1.18M
|
62.8K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42.5K- 50.38% |
$1.36M - $1.43M
|
41.8K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.6K- 74.16% |
$1.36M - $1.44M
|
14.8K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-55.3K- 86.51% |
$1.77M - $1.87M
|
8.62K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-63.9K- 96.93% |
$2.04M - $2.16M
|
2.02K
$80.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-154K- 93.04% |
$4.93M - $5.21M
|
11.5K
$461K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-259K- 89.28% |
$8.27M - $8.74M
|
31.1K
$1.24M
|