Latest Institutional Transactions on First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Firs (DEED) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.4KNew |
$1.67M - $1.83M
|
86.4K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
104KNew |
$2.02M - $2.22M
|
104K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-977- 6.19% |
$18.9K - $20.7K
|
14.8K
$306K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 1.73% |
$5.58K - $6.14K
|
16.4K
$339K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256K- 78.84% |
$4.95M - $5.44M
|
68.8K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.89KNew |
$191K - $210K
|
9.89K
$204K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
673New |
$13.4K - $14.4K
|
673
$13.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
11.8K+ 29.52% |
$236K - $252K
|
51.8K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.45K- 17.15% |
$48.9K - $52.3K
|
11.8K
$245K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$316K - $328K
|
14.9K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
106+ 1.12% |
$2.24K - $2.32K
|
9.59K
$198K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-117- 0.48% |
$2.47K - $2.56K
|
24.5K
$507K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-70.5K- 62.03% |
$1.49M - $1.55M
|
43.2K
$892K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.52KNew |
$32.1K - $33.3K
|
1.52K
$31.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 80.85% |
$803 - $833
|
9
$186
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 17.86% |
$529 - $548
|
115
$2.38K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
129+ 0.22% |
$2.73K - $2.83K
|
57.6K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
962+ 0.98% |
$20.3K - $21.1K
|
99.3K
$2.05M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.2K- 24.02% |
$215K - $227K
|
32.4K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$275K - $290K
|
13.1K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 5.0% |
$55.5K - $58.4K
|
55.6K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
193New |
$4.05K - $4.27K
|
193
$3.99K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-91- 0.94% |
$1.91K - $2.01K
|
9.58K
$198K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-10- 0.04% |
$210 - $221
|
22.3K
$460K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-120- 0.82% |
$2.52K - $2.65K
|
14.5K
$300K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.15K- 5.61% |
$24.2K - $25.5K
|
19.4K
$401K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-248- 1.75% |
$5.21K - $5.48K
|
13.9K
$288K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
82New |
$1.68K - $1.78K
|
82
$1.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-257K- 95.01% |
$5.26M - $5.6M
|
13.5K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-152K- 93.03% |
$3.1M - $3.3M
|
11.4K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.7K- 75.82% |
$75.5K - $80.4K
|
1.18K
$24.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
309New |
$6.31K - $6.72K
|
309
$6.39K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
204New |
$4.17K - $4.44K
|
204
$4.22K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.34K- 13.5% |
$109K - $116K
|
34.2K
$707K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4KNew |
$1.85M - $1.97M
|
90.4K
$1.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
40New |
$817 - $870
|
40
$827
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.8K- 23.79% |
$77.7K - $82.7K
|
12.2K
$252K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-542K- 98.06% |
$11.1M - $11.8M
|
10.7K
$222K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
946+ 0.5% |
$20.1K - $22.2K
|
189K
$3.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
159+ 1.37% |
$3.38K - $3.73K
|
11.8K
$243K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-96.3K- 69.32% |
$2.05M - $2.26M
|
42.6K
$881K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20.1K- 60.93% |
$427K - $472K
|
12.9K
$266K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
944New |
$20.1K - $22.1K
|
944
$19.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 5.38% |
$110K - $121K
|
90.9K
$1.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$51.2K - $56.5K
|
2.41K
$49.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
1.13K+ 2.11% |
$24K - $26.5K
|
54.7K
$1.13M
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-108K- 91.66% |
$2.41M - $2.61M
|
9.84K
$203K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.7KNew |
$238K - $258K
|
10.7K
$221K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.63K- 27.76% |
$125K - $136K
|
14.6K
$303K
|
|