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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-560- 9.99% |
$21.1K - $22.1K
|
5.05K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.21K- 39.57% |
$309K - $324K
|
12.5K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32.3KNew |
$1.22M - $1.28M
|
32.3K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.32K- 15.45% |
$49.6K - $52.1K
|
7.21K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 0.1% |
$565 - $593
|
15K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 4.69% |
$40.2K - $42.2K
|
23.8K
$953K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
10K+ 46.92% |
$376K - $395K
|
31.3K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-256- 0.61% |
$9.64K - $10.1K
|
41.8K
$1.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22.7K- 22.35% |
$855K - $897K
|
78.9K
$3.15M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-273- 18.69% |
$9.99K - $10.5K
|
1.19K
$47.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$449K - $473K
|
12.3K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.31KNew |
$48K - $50.5K
|
1.31K
$52.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.63K- 5.11% |
$59.5K - $62.6K
|
30.2K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.95K- 51.71% |
$364K - $383K
|
9.3K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-600- 9.84% |
$22K - $23.1K
|
5.5K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.22KNew |
$228K - $240K
|
6.22K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.11K- 0.93% |
$40.6K - $42.7K
|
118K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 3.11% |
$45.6K - $48K
|
38.9K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-706- 4.0% |
$25.8K - $27.2K
|
16.9K
$677K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
980+ 24.74% |
$35.9K - $37.7K
|
4.94K
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6KNew |
$220K - $231K
|
6K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-503- 2.79% |
$18.4K - $19.4K
|
17.5K
$701K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
85New |
$3.11K - $3.27K
|
85
$3.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-100- 1.86% |
$3.66K - $3.85K
|
5.27K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.05% |
$36.6 - $38.5
|
2.12K
$84.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.79K- 50.53% |
$139K - $146K
|
3.71K
$148K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-13.6K- 64.39% |
$499K - $525K
|
7.54K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
750+ 12.89% |
$27.4K - $28.9K
|
6.57K
$263K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 52.41% |
$415K - $439K
|
10.6K
$425K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20.5KNew |
$726K - $769K
|
20.5K
$820K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 0.12% |
$1.38K - $1.46K
|
31.3K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 7.4% |
$104K - $110K
|
42.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.7K- 58.32% |
$1.65M - $1.75M
|
33.3K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.8KNew |
$1.02M - $1.08M
|
28.8K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.66K+ 45.22% |
$342K - $362K
|
31K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.05K+ 4.18% |
$37.2K - $39.3K
|
26.2K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$66.7K - $70.6K
|
1.89K
$75.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.03K+ 1.3% |
$36.5K - $38.6K
|
80.2K
$3.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 15.24% |
$53K - $56.1K
|
8.33K
$333K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-11.4K- 40.17% |
$402K - $426K
|
16.9K
$677K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-279- 8.88% |
$9.87K - $10.5K
|
2.86K
$115K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99KNew |
$64.8K - $71.4K
|
1.99K
$79.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.57KNew |
$213K - $235K
|
6.57K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$162K - $178K
|
4.99K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
47.1KNew |
$1.53M - $1.69M
|
47.1K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
17.2KNew |
$560K - $617K
|
17.2K
$689K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.4K+ 16.67% |
$45.5K - $50.1K
|
9.8K
$392K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-45- 5.7% |
$1.46K - $1.61K
|
745
$29.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.37KNew |
$109K - $120K
|
3.37K
$135K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.31K- 32.91% |
$107K - $118K
|
6.74K
$270K
|
|