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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$443K - $497K
|
11.9K
$510K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36- 0.63% |
$1.34K - $1.5K
|
5.72K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.59K- 3.01% |
$96.3K - $108K
|
83.4K
$3.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.64K- 39.79% |
$210K - $235K
|
8.53K
$366K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-604- 0.53% |
$22.5K - $25.2K
|
113K
$4.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.36K+ 10.82% |
$163K - $182K
|
44.7K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$190K - $213K
|
5.1K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.73K- 11.55% |
$102K - $114K
|
20.9K
$896K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.6K+ 120.76% |
$728K - $817K
|
35.7K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-107- 0.58% |
$3.98K - $4.47K
|
18.5K
$791K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-768- 7.87% |
$28.6K - $32.1K
|
8.99K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 10.61% |
$49.3K - $55.3K
|
11.2K
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-400- 2.0% |
$14.9K - $16.7K
|
19.6K
$840K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
4.99KNew |
$186K - $208K
|
4.99K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-588- 0.52% |
$21.9K - $24.6K
|
113K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-654- 2.6% |
$24.4K - $27.3K
|
24.5K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 17.18% |
$385K - $432K
|
70.6K
$3.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-67- 0.48% |
$2.5K - $2.8K
|
13.9K
$594K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.02K+ 25.71% |
$75.1K - $84.2K
|
9.86K
$423K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-11.8K- 8.72% |
$440K - $493K
|
124K
$5.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.86K- 11.94% |
$69.2K - $77.5K
|
13.7K
$587K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.56K- 8.63% |
$95.1K - $107K
|
27.1K
$1.16M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.41K- 49.7% |
$327K - $346K
|
8.52K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366- 47.78% |
$14.2K - $15K
|
400
$17.2K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-156K- 80.16% |
$6.06M - $6.4M
|
38.6K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.39K- 6.53% |
$53.9K - $57K
|
19.8K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 59.4% |
$116K - $122K
|
7.97K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 63.33% |
$1M - $1.06M
|
15K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.31K+ 3389.71% |
$89.7K - $94.7K
|
2.37K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
509+ 63.39% |
$19.8K - $20.9K
|
1.31K
$56.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51- 15.41% |
$1.98K - $2.1K
|
280
$12K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.33K- 2.52% |
$51.6K - $54.5K
|
51.3K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11.7KNew |
$455K - $481K
|
11.7K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-251- 42.11% |
$9.77K - $10.3K
|
345
$14.8K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.88KNew |
$268K - $283K
|
6.88K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
8.48K+ 20.8% |
$330K - $348K
|
49.2K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.15% |
$117 - $123
|
1.98K
$85K
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
14.2KNew |
$552K - $583K
|
14.2K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.73KNew |
$223K - $235K
|
5.73K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.15K+ 19.17% |
$44.8K - $47.3K
|
7.15K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
755+ 385.2% |
$29.4K - $31K
|
951
$40.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.87K+ 125.17% |
$345K - $364K
|
15.9K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
133+ 0.43% |
$5.18K - $5.47K
|
31.2K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-950- 14.47% |
$37K - $39K
|
5.62K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.43K- 6.75% |
$55.8K - $58.9K
|
19.8K
$850K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.5K+ 149900.0% |
$175K - $185K
|
4.5K
$193K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-12K- 60.74% |
$467K - $493K
|
7.76K
$333K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.57KNew |
$99.8K - $105K
|
2.57K
$110K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500New |
$19.7K - $20.3K
|
500
$21.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.56KNew |
$219K - $225K
|
5.56K
$238K
|
|