Purchases and Sales Made in Q3 2023 in First Tr Exch Trd Fd Viii Firs (DEED)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Firs (DEED) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCH TRD FD VIII FIRS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
176K+ 381.28% |
$3.51M - $3.75M
|
222K
$4.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
49.4K+ 12.41% |
$986K - $1.05M
|
447K
$9.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$716K - $765K
|
35.9K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.8K+ 16.63% |
$276K - $295K
|
96.9K
$2M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
11.8K+ 29.52% |
$236K - $252K
|
51.8K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.99K+ 15.13% |
$120K - $128K
|
45.6K
$940K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.92K+ 7.36% |
$78.3K - $83.7K
|
57.2K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.94K+ 3.78% |
$58.8K - $62.8K
|
80.8K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.6KNew |
$51.8K - $55.4K
|
2.6K
$53.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
673New |
$13.4K - $14.4K
|
673
$13.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
336+ 0.59% |
$6.71K - $7.17K
|
56.9K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
288+ 1.02% |
$5.75K - $6.15K
|
28.5K
$587K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
219+ 1.41% |
$4.37K - $4.67K
|
15.8K
$325K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
160+ 0.72% |
$3.2K - $3.41K
|
22.3K
$459K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
69+ 0.55% |
$1.38K - $1.47K
|
12.5K
$258K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12+ 0.07% |
$240 - $256
|
18.1K
$374K
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5+ 0.02% |
$99.9 - $107
|
23K
$474K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.33% |
$20 - $21.3
|
306
$6.31K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-426- 0.13% |
$8.51K - $9.09K
|
325K
$6.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.47K- 16.6% |
$29.4K - $31.4K
|
7.38K
$152K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.62K- 21.53% |
$32.3K - $34.5K
|
5.9K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.62K- 21.53% |
$32.3K - $34.5K
|
5.9K
$122K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.7K- 9.22% |
$33.9K - $36.2K
|
16.7K
$344K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.25K- 2.82% |
$44.9K - $48K
|
77.4K
$1.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.45K- 17.15% |
$48.9K - $52.3K
|
11.8K
$244K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.03K- 1.31% |
$160K - $171K
|
607K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.7K- 18.38% |
$354K - $379K
|
78.8K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30.2K- 50.36% |
$603K - $645K
|
29.8K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.1K- 87.41% |
$1.86M - $1.99M
|
13.4K
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-95.8K- 98.42% |
$1.91M - $2.04M
|
1.54K
$31.8K
|