Latest Institutional Transactions on First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (DDEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10.6KNew |
$416K - $429K
|
10.6K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
81.1K+ 153.71% |
$3.2M - $3.29M
|
134K
$5.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 0.08% |
$473 - $487
|
15K
$613K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-250- 2.31% |
$9.85K - $10.1K
|
10.6K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6KNew |
$236K - $243K
|
6K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
21.2KNew |
$836K - $860K
|
21.2K
$866K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.66K+ 21.61% |
$223K - $230K
|
31.9K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
26.7K+ 213.41% |
$1.05M - $1.08M
|
39.3K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.71K- 18.76% |
$67.2K - $69.2K
|
7.39K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.92K- 10.04% |
$194K - $200K
|
44K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-989- 27.84% |
$39K - $40.1K
|
2.56K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.1K+ 2.26% |
$82.6K - $85K
|
94.9K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
541New |
$21.3K - $21.9K
|
541
$22.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.86K- 99.9% |
$113K - $116K
|
3
$122
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-522- 46.69% |
$20.6K - $21.2K
|
596
$24.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 19.82% |
$39.4K - $40.6K
|
4.05K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.2KNew |
$638K - $657K
|
16.2K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.34KNew |
$210K - $217K
|
5.34K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
88+ 0.82% |
$3.47K - $3.57K
|
10.8K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.34KNew |
$250K - $257K
|
6.34K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.04K- 7.63% |
$159K - $164K
|
48.9K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-281- 3.52% |
$11.1K - $11.4K
|
7.71K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.94K+ 29.57% |
$195K - $200K
|
21.6K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.05KNew |
$238K - $245K
|
6.05K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.02K- 2.44% |
$40.1K - $41.3K
|
40.8K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.3KNew |
$838K - $862K
|
21.3K
$867K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11.6K- 36.9% |
$455K - $469K
|
19.8K
$806K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.5K- 97.32% |
$245K - $257K
|
179
$7.3K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-31- 0.15% |
$1.17K - $1.22K
|
20K
$816K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$7.53K - $7.9K
|
200
$8.16K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.5K- 19.17% |
$169K - $178K
|
19K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.85K- 34.01% |
$258K - $271K
|
13.3K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 844.53% |
$168K - $177K
|
5.01K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.56K+ 8.35% |
$58.6K - $61.5K
|
20.2K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 23.73% |
$94.1K - $98.8K
|
8.04K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.11K- 9.42% |
$155K - $162K
|
39.5K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.47K- 53.16% |
$356K - $374K
|
8.34K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
154+ 1.41% |
$5.8K - $6.08K
|
11K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 2.42% |
$122K - $128K
|
131K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.7K- 24.8% |
$1.61M - $1.69M
|
130K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.9K- 86.13% |
$1.35M - $1.42M
|
5.78K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.1K+ 68.79% |
$1.89M - $1.98M
|
123K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.5KNew |
$1.04M - $1.09M
|
27.5K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 9.59% |
$1.05M - $1.1M
|
263K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.15KNew |
$194K - $203K
|
5.15K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.14KNew |
$306K - $322K
|
8.14K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$202K - $212K
|
5.37K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
142+ 14.88% |
$5.34K - $5.61K
|
1.1K
$44.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.95K- 4.54% |
$111K - $116K
|
62K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 359.93% |
$4.32M - $4.53M
|
147K
$5.98M
|
|