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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-823- 5.96% |
$21.8K - $23.1K
|
13K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1K- 74.48% |
$26.6K - $28.1K
|
343
$9.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.35K- 16.5% |
$35.8K - $37.9K
|
6.82K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.35K- 11.27% |
$35.8K - $37.9K
|
10.6K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.91K- 2.06% |
$50.6K - $53.6K
|
90.8K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.46K- 2.06% |
$65.2K - $69K
|
117K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.04K- 8.9% |
$80.6K - $85.4K
|
31.1K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.41K- 23.97% |
$90.4K - $95.7K
|
10.8K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 4.57% |
$119K - $126K
|
93.5K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.72K- 23.53% |
$152K - $161K
|
18.6K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.46K- 99.91% |
$171K - $182K
|
6
$165
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.91K- 1.56% |
$183K - $194K
|
437K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.3K- 41.01% |
$300K - $317K
|
16.3K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 8.48% |
$475K - $503K
|
193K
$5.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22.3K- 18.7% |
$593K - $627K
|
97.1K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-65.7K- 78.85% |
$1.74M - $1.84M
|
17.6K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-70.1K- 28.04% |
$1.86M - $1.97M
|
180K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-248K- 49.05% |
$6.57M - $6.96M
|
257K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-498K- 80.49% |
$13.2M - $14M
|
121K
$3.32M
|