Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.8M+ 3016.45% |
$47.7M - $50.5M
|
1.86M
$50.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.8MNew |
$47.6M - $50.4M
|
1.8M
$49M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
302KNew |
$8.02M - $8.49M
|
302K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
94.5KNew |
$2.51M - $2.65M
|
94.5K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.4K+ 511.92% |
$1.63M - $1.72M
|
73.4K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.2K+ 20.94% |
$1.3M - $1.38M
|
284K
$7.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
31.9KNew |
$847K - $896K
|
31.9K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29K+ 74.27% |
$770K - $816K
|
68.1K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.7K+ 11.38% |
$602K - $638K
|
222K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
16.5KNew |
$438K - $463K
|
16.5K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
14.7KNew |
$390K - $413K
|
14.7K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.7KNew |
$284K - $301K
|
10.7K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.6KNew |
$281K - $298K
|
10.6K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.61KNew |
$255K - $270K
|
9.61K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.53KNew |
$253K - $268K
|
9.53K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9KNew |
$239K - $253K
|
9K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.85K+ 80.59% |
$235K - $248K
|
19.8K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
7.75KNew |
$206K - $218K
|
7.75K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.47KNew |
$198K - $210K
|
7.47K
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.43KNew |
$197K - $209K
|
7.43K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.45K+ 4.65% |
$118K - $125K
|
100K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.15K+ 6.46% |
$110K - $117K
|
68.4K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.71K+ 29.66% |
$98.4K - $104K
|
16.2K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.66K+ 8.21% |
$70.6K - $74.8K
|
35.1K
$958K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.02K+ 18.46% |
$53.5K - $56.6K
|
12.9K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.81K+ 26.26% |
$48K - $50.8K
|
8.7K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 1.49% |
$43.7K - $46.3K
|
112K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.54K+ 61.35% |
$40.9K - $43.3K
|
4.05K
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.39K+ 5.88% |
$36.9K - $39K
|
25K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 56.2% |
$30.4K - $32.2K
|
3.19K
$87K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.08KNew |
$28.7K - $30.4K
|
1.08K
$29.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
800New |
$21.2K - $22.5K
|
800
$21.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
572+ 4.12% |
$15.2K - $16.1K
|
14.4K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
425+ 3.41% |
$11.3K - $11.9K
|
12.9K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
311+ 1.11% |
$8.25K - $8.74K
|
28.4K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
180+ 2.18% |
$4.78K - $5.06K
|
8.43K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
144+ 23.3% |
$3.82K - $4.04K
|
762
$20.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-29- 0.07% |
$769 - $815
|
41.1K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-82- 0.16% |
$2.18K - $2.3K
|
52.7K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-185- 1.71% |
$4.91K - $5.2K
|
10.6K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-202- 2.43% |
$5.36K - $5.67K
|
8.11K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-248- 0.54% |
$6.58K - $6.97K
|
45.6K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-368- 0.52% |
$9.76K - $10.3K
|
70.7K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-374- 2.09% |
$9.92K - $10.5K
|
17.6K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-391- 0.9% |
$10.4K - $11K
|
42.9K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-410- 1.4% |
$10.9K - $11.5K
|
28.9K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-485- 2.54% |
$12.9K - $13.6K
|
18.6K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-526- 0.63% |
$14K - $14.8K
|
82.5K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-640- 5.49% |
$17K - $18K
|
11K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-712- 0.58% |
$18.9K - $20K
|
122K
$3.33M
|