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 |
---|---|---|---|---|---|---|---|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-31- 0.15% |
$1.17K - $1.22K
|
20K
$805K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$7.53K - $7.9K
|
200
$8.04K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.5K- 19.17% |
$169K - $178K
|
19K
$763K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 844.53% |
$168K - $177K
|
5.01K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12KNew |
$42.1K - $44.2K
|
1.12K
$45K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.56K+ 8.35% |
$58.6K - $61.5K
|
20.2K
$812K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 23.73% |
$94.1K - $98.8K
|
8.04K
$323K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.11K- 9.42% |
$155K - $162K
|
39.5K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.47K- 53.16% |
$356K - $374K
|
8.34K
$336K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.85K- 34.01% |
$258K - $271K
|
13.3K
$535K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
154+ 1.41% |
$5.8K - $6.08K
|
11K
$444K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 2.42% |
$122K - $128K
|
131K
$5.27M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.7K- 24.8% |
$1.61M - $1.69M
|
130K
$5.21M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.9K- 86.13% |
$1.35M - $1.42M
|
5.78K
$232K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 9.59% |
$1.05M - $1.1M
|
263K
$10.6M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.1K+ 68.79% |
$1.89M - $1.98M
|
123K
$4.95M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.5KNew |
$1.04M - $1.09M
|
27.5K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.14KNew |
$306K - $322K
|
8.14K
$327K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-482- 5.03% |
$18.1K - $19K
|
9.09K
$366K
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.15KNew |
$194K - $203K
|
5.15K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.2K- 18.74% |
$458K - $481K
|
52.8K
$2.12M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.95K- 4.54% |
$111K - $116K
|
62K
$2.49M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$202K - $212K
|
5.37K
$216K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
142+ 14.88% |
$5.34K - $5.61K
|
1.1K
$44.1K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.5K- 97.32% |
$245K - $257K
|
179
$7.2K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 359.93% |
$4.32M - $4.53M
|
147K
$5.9M
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-152- 1.87% |
$5.72K - $6.01K
|
7.99K
$321K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 16.78% |
$44K - $46.2K
|
5.8K
$233K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.58K- 3.05% |
$96.9K - $102K
|
81.7K
$3.29M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-301- 2.39% |
$11.3K - $11.9K
|
12.3K
$494K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$408K - $428K
|
10.8K
$436K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.35KNew |
$239K - $251K
|
6.35K
$256K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-22.3K- 1.18% |
$838K - $880K
|
1.86M
$74.7M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.82K- 3.32% |
$68.4K - $71.8K
|
52.9K
$2.13M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.1K- 15.63% |
$116K - $122K
|
16.7K
$672K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.06K- 36.7% |
$77.5K - $81.4K
|
3.55K
$143K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.5K- 38.23% |
$169K - $178K
|
7.28K
$293K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-99.7K- 90.32% |
$3.75M - $3.94M
|
10.7K
$430K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-898- 4.17% |
$33.8K - $35.5K
|
20.6K
$829K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-362- 24.61% |
$13.6K - $14.3K
|
1.11K
$44.6K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-153- 0.16% |
$5.76K - $6.05K
|
92.8K
$3.73M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-366- 34.43% |
$13.8K - $14.5K
|
697
$28K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-152- 0.31% |
$5.72K - $6.01K
|
48.6K
$1.96M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-984- 1.97% |
$37K - $38.9K
|
49K
$1.97M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$507K - $532K
|
13.5K
$541K
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.12KNew |
$230K - $242K
|
6.12K
$246K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-210- 0.73% |
$7.9K - $8.3K
|
28.7K
$1.15M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.8K- 5.85% |
$518K - $544K
|
222K
$8.91M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.8K- 25.06% |
$294K - $308K
|
23.3K
$939K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.32K- 10.93% |
$238K - $250K
|
51.5K
$2.07M
|