Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
708KNew |
$12.5M - $14M
|
708K
$19.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
490K+ 960.23% |
$8.67M - $9.68M
|
541K
$15.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
335K+ 172.96% |
$5.93M - $6.62M
|
529K
$14.8M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
138KNew |
$2.44M - $2.73M
|
138K
$3.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.4K+ 451.71% |
$1.37M - $1.53M
|
94.6K
$2.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
44.2K+ 19.96% |
$782K - $873K
|
266K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.4KNew |
$450K - $502K
|
25.4K
$710K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9KNew |
$440K - $491K
|
24.9K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$431K - $481K
|
24.4K
$681K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8KNew |
$298K - $333K
|
16.8K
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.7KNew |
$207K - $231K
|
11.7K
$327K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5KNew |
$203K - $226K
|
11.5K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$201K - $224K
|
11.4K
$317K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$197K - $220K
|
11.2K
$312K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5KNew |
$186K - $207K
|
10.5K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.74K+ 56.54% |
$172K - $193K
|
27K
$754K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9.59KNew |
$170K - $189K
|
9.59K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9K+ 8.25% |
$159K - $178K
|
118K
$3.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.65K+ 4.87% |
$100K - $112K
|
122K
$3.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.18K+ 154.58% |
$56.2K - $62.7K
|
5.23K
$146K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.1K+ 28.18% |
$54.9K - $61.3K
|
14.1K
$394K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
256+ 1.75% |
$4.53K - $5.06K
|
14.9K
$415K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
235+ 3.61% |
$4.16K - $4.64K
|
6.74K
$189K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-92- 0.65% |
$1.63K - $1.82K
|
14.1K
$396K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1K- 9.09% |
$17.7K - $19.8K
|
10K
$280K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.22K- 31.4% |
$39.2K - $43.8K
|
4.84K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.5K- 27.44% |
$309K - $345K
|
46.2K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-37.6K- 23.27% |
$666K - $744K
|
124K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-50.5K- 94.42% |
$894K - $998K
|
2.98K
$83.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67.5K- 41.16% |
$1.19M - $1.33M
|
96.5K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-73.1K- 18.54% |
$1.29M - $1.44M
|
321K
$8.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 67.69% |
$2.1M - $2.34M
|
56.6K
$1.58M
|