Purchases and Sales Made in Q3 2024 in First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (QDEC) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
342K+ 123.28% |
$8.47M - $9.13M
|
619K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.3K+ 38.49% |
$1.62M - $1.74M
|
235K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 106.59% |
$629K - $678K
|
49.2K
$1.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.1KNew |
$473K - $510K
|
19.1K
$535K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.2K+ 15.96% |
$377K - $407K
|
111K
$3.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11KNew |
$272K - $293K
|
11K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 236.8% |
$138K - $149K
|
7.94K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.35K+ 28.22% |
$133K - $143K
|
24.3K
$680K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 5.04% |
$116K - $125K
|
97.9K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 12.31% |
$79.5K - $85.7K
|
29.3K
$819K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.28K+ 26.67% |
$56.4K - $60.7K
|
10.8K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.58K+ 343.26% |
$39.1K - $42.2K
|
2.04K
$57K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34KNew |
$33.3K - $35.9K
|
1.34K
$37.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.17K+ 10.79% |
$28.9K - $31.1K
|
12K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
335+ 5.46% |
$8.3K - $8.94K
|
6.47K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 0.15% |
$2.63K - $2.83K
|
71.1K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 2.03% |
$1.24K - $1.34K
|
2.51K
$70.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
46+ 6.73% |
$1.14K - $1.23K
|
729
$20.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-123- 0.68% |
$3.05K - $3.28K
|
17.9K
$502K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-365- 1.11% |
$9.04K - $9.75K
|
32.4K
$907K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-400- 2.06% |
$9.91K - $10.7K
|
19.1K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-554- 6.35% |
$13.7K - $14.8K
|
8.17K
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-599- 38.8% |
$14.8K - $16K
|
945
$26.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-635- 2.62% |
$15.7K - $17K
|
23.6K
$661K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-910- 1.08% |
$22.5K - $24.3K
|
83K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1K- 7.43% |
$24.8K - $26.7K
|
12.5K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.04K- 2.47% |
$25.9K - $27.9K
|
41.2K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 1.14% |
$26.5K - $28.5K
|
92.8K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.35K- 12.87% |
$33.5K - $36.1K
|
9.14K
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.67K- 5.79% |
$41.3K - $44.5K
|
27.1K
$758K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 12.17% |
$42.9K - $46.2K
|
12.5K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.13K- 17.41% |
$52.7K - $56.8K
|
10.1K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.77K- 23.9% |
$93.3K - $101K
|
12K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.83K- 21.7% |
$94.7K - $102K
|
13.8K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.97K- 1.95% |
$98.3K - $106K
|
200K
$5.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-4.1K- 22.37% |
$101K - $109K
|
14.2K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.4K- 4.4% |
$109K - $118K
|
95.7K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.85K- 25.9% |
$120K - $129K
|
13.9K
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-5.28K- 4.24% |
$131K - $141K
|
119K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.3K- 8.16% |
$131K - $141K
|
59.6K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.82K- 14.55% |
$144K - $155K
|
34.2K
$956K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.17K- 33.33% |
$178K - $191K
|
14.3K
$401K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.97K- 3.09% |
$197K - $213K
|
250K
$6.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8.1K- 13.31% |
$201K - $216K
|
52.8K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.74K- 7.54% |
$241K - $260K
|
119K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16.6K- 65.15% |
$412K - $444K
|
8.89K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-22.4K- 68.05% |
$554K - $597K
|
10.5K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-23.3K- 70.05% |
$578K - $623K
|
9.98K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-24.2K- 10.26% |
$599K - $645K
|
211K
$5.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.4K- 53.35% |
$1.3M - $1.4M
|
45.8K
$1.28M
|