Latest Institutional Purchases of First Tr Exch Trd Fd Viii Firs (DEED)
This list provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Firs (DEED) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
962+ 0.98% |
$20.3K - $21.1K
|
99.3K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
129+ 0.22% |
$2.73K - $2.83K
|
57.6K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
106+ 1.12% |
$2.24K - $2.32K
|
9.59K
$207K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$275K - $290K
|
13.1K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 5.0% |
$55.5K - $58.4K
|
55.6K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
193New |
$4.05K - $4.27K
|
193
$4.16K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4KNew |
$1.85M - $1.97M
|
90.4K
$1.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
309New |
$6.31K - $6.72K
|
309
$6.66K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
204New |
$4.17K - $4.44K
|
204
$4.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
82New |
$1.68K - $1.78K
|
82
$1.77K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
40New |
$817 - $870
|
40
$862
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$51.2K - $56.5K
|
2.41K
$52K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
1.13K+ 2.11% |
$24K - $26.5K
|
54.7K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
946+ 0.5% |
$20.1K - $22.2K
|
189K
$4.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
944New |
$20.1K - $22.1K
|
944
$20.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
159+ 1.37% |
$3.38K - $3.73K
|
11.8K
$254K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.7KNew |
$238K - $258K
|
10.7K
$231K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
176+ 1.16% |
$3.92K - $4.25K
|
15.3K
$330K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14KNew |
$337K - $360K
|
14K
$302K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
136+ 67.33% |
$3.27K - $3.49K
|
338
$7.29K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
131KNew |
$3.4M - $3.43M
|
131K
$2.83M
|
|