Purchases and Sales Made in Q4 2024 in First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FDEC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
116KNew |
$5.05M - $5.25M
|
116K
$5.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
77.5KNew |
$3.38M - $3.51M
|
77.5K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.2K+ 21.7% |
$1.45M - $1.5M
|
186K
$8.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
29.8KNew |
$1.3M - $1.35M
|
29.8K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11.3K+ 53.26% |
$492K - $511K
|
32.5K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.6K+ 118.31% |
$464K - $482K
|
19.6K
$893K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.37K+ 38.95% |
$365K - $379K
|
29.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.78K+ 88.37% |
$252K - $262K
|
12.3K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.47KNew |
$239K - $248K
|
5.47K
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.97KNew |
$217K - $225K
|
4.97K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 37.65% |
$188K - $195K
|
15.7K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.22K+ 13.72% |
$184K - $191K
|
34.9K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.98K+ 55.96% |
$130K - $135K
|
8.29K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 17.66% |
$65.9K - $68.5K
|
10.1K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 8.19% |
$61.5K - $63.9K
|
18.6K
$846K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
886+ 14.1% |
$38.6K - $40.1K
|
7.17K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
864+ 9.94% |
$37.7K - $39.1K
|
9.55K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
753+ 0.7% |
$32.8K - $34.1K
|
108K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
384+ 8.14% |
$16.7K - $17.4K
|
5.1K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
349+ 4.47% |
$15.2K - $15.8K
|
8.15K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.05% |
$87.2 - $90.6
|
4.04K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-110- 0.66% |
$4.8K - $4.98K
|
16.7K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-207- 3.7% |
$9.03K - $9.38K
|
5.39K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-796- 4.05% |
$34.7K - $36.1K
|
18.9K
$857K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-943- 1.41% |
$41.1K - $42.7K
|
66.1K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.49K- 99.91% |
$152K - $158K
|
3
$136
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.18K- 20.92% |
$270K - $280K
|
23.4K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.1K- 16.32% |
$1.27M - $1.32M
|
149K
$6.78M
|