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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-77.8K- 57.37% |
$3.03M - $3.2M
|
57.9K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
549+ 7.53% |
$21.4K - $22.6K
|
7.84K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-670- 8.05% |
$26.1K - $27.5K
|
7.66K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.15K+ 19.17% |
$44.8K - $47.3K
|
7.15K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
755+ 385.2% |
$29.4K - $31K
|
951
$39.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
34.1K+ 86.91% |
$1.33M - $1.4M
|
73.4K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.13KNew |
$238K - $252K
|
6.13K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.88K- 53.86% |
$151K - $160K
|
3.33K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26K+ 50.58% |
$1.01M - $1.07M
|
77.4K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.92KNew |
$347K - $366K
|
8.92K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-627- 3.04% |
$24.4K - $25.8K
|
20K
$834K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.52KNew |
$254K - $268K
|
6.52K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
8.07K+ 8.5% |
$314K - $332K
|
103K
$4.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.97K+ 41.61% |
$310K - $328K
|
27.1K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.87K+ 125.17% |
$345K - $364K
|
15.9K
$666K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 15.79% |
$66.2K - $70K
|
12.5K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.74K- 9.83% |
$107K - $113K
|
25.2K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
133+ 0.43% |
$5.18K - $5.47K
|
31.2K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-950- 14.47% |
$37K - $39K
|
5.62K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85- 0.61% |
$3.31K - $3.49K
|
13.9K
$581K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 36.47% |
$627K - $662K
|
60.3K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.54K+ 23.57% |
$138K - $145K
|
18.6K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.54K+ 1.15% |
$59.9K - $63.3K
|
135K
$5.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.43K- 6.75% |
$55.8K - $58.9K
|
19.8K
$827K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.5K+ 149900.0% |
$175K - $185K
|
4.5K
$188K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-12K- 60.74% |
$467K - $493K
|
7.76K
$324K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.57KNew |
$99.8K - $105K
|
2.57K
$107K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.1K- 9.4% |
$989K - $1.02M
|
242K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.56KNew |
$219K - $225K
|
5.56K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500New |
$19.7K - $20.3K
|
500
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-40- 0.13% |
$1.58K - $1.62K
|
30.1K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
96.5KNew |
$3.8M - $3.91M
|
96.5K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.03KNew |
$198K - $204K
|
5.03K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.48K+ 30.88% |
$97.8K - $101K
|
10.5K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
685New |
$27K - $27.8K
|
685
$28.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.76KNew |
$266K - $274K
|
6.76K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.37K- 8.1% |
$54.1K - $55.7K
|
15.6K
$649K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-291- 7.85% |
$11.5K - $11.8K
|
3.42K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.6KNew |
$891K - $917K
|
22.6K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$201K - $207K
|
5.1K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-295- 39.6% |
$11.6K - $12K
|
450
$18.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10.6KNew |
$416K - $429K
|
10.6K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-250- 2.31% |
$9.85K - $10.1K
|
10.6K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.71K- 18.76% |
$67.2K - $69.2K
|
7.39K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-989- 27.84% |
$39K - $40.1K
|
2.56K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
541New |
$21.3K - $21.9K
|
541
$22.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.2KNew |
$638K - $657K
|
16.2K
$676K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 19.82% |
$39.4K - $40.6K
|
4.05K
$169K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.34KNew |
$250K - $257K
|
6.34K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.04K- 7.63% |
$159K - $164K
|
48.9K
$2.04M
|
|