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 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-2.82K- 21.87% |
$118K - $123K
|
10.1K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-27.5K- 39.51% |
$1.15M - $1.21M
|
42.1K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-480- 1.12% |
$20K - $21K
|
42.3K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.5K- 8.23% |
$855K - $897K
|
228K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7- 0.56% |
$292 - $306
|
1.25K
$54.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.99K- 3.8% |
$125K - $131K
|
75.6K
$3.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 0.05% |
$417 - $438
|
18.4K
$813K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-1.42K- 6.21% |
$59.2K - $62.1K
|
21.4K
$945K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.63K- 6.66% |
$68.2K - $71.5K
|
22.9K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-36- 0.23% |
$1.5K - $1.58K
|
15.9K
$702K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 1.5% |
$52.1K - $54.7K
|
82.2K
$3.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16.5K+ 41.74% |
$689K - $723K
|
56.1K
$2.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.7K- 43.43% |
$1.28M - $1.34M
|
39.9K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-26K- 72.7% |
$1.08M - $1.14M
|
9.76K
$430K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-2.51K- 25.43% |
$105K - $110K
|
7.35K
$324K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-16.9K- 13.65% |
$705K - $739K
|
107K
$4.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.27K- 6.65% |
$137K - $143K
|
46K
$2.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1- 0.01% |
$41.7 - $43.8
|
7.76K
$342K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.31K- 4.84% |
$54.6K - $57.3K
|
25.7K
$1.14M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.05KNew |
$151K - $169K
|
4.05K
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.83K+ 42.62% |
$143K - $160K
|
12.8K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.45KNew |
$240K - $269K
|
6.45K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.02KNew |
$187K - $210K
|
5.02K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490+ 9.92% |
$18.2K - $20.5K
|
5.43K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.06KNew |
$189K - $211K
|
5.06K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.68KNew |
$286K - $321K
|
7.68K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-26.4K- 82.2% |
$983K - $1.1M
|
5.72K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.49K+ 225.13% |
$279K - $313K
|
10.8K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 2.93% |
$2.79K - $3.13K
|
2.49K
$110K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-20.1K- 34.82% |
$750K - $841K
|
37.7K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-500- 7.67% |
$18.6K - $20.9K
|
6.02K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.07KNew |
$189K - $212K
|
5.07K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.64K- 39.79% |
$210K - $235K
|
8.53K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$190K - $213K
|
5.1K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 10.61% |
$49.3K - $55.3K
|
11.2K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-400- 2.0% |
$14.9K - $16.7K
|
19.6K
$864K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-588- 0.52% |
$21.9K - $24.6K
|
113K
$4.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
4.99KNew |
$186K - $208K
|
4.99K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.86K- 11.94% |
$69.2K - $77.5K
|
13.7K
$604K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.41K- 49.7% |
$327K - $346K
|
8.52K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-156K- 80.16% |
$6.06M - $6.4M
|
38.6K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.39K- 6.53% |
$53.9K - $57K
|
19.8K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366- 47.78% |
$14.2K - $15K
|
400
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 63.33% |
$1M - $1.06M
|
15K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.31K+ 3389.71% |
$89.7K - $94.7K
|
2.37K
$105K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
509+ 63.39% |
$19.8K - $20.9K
|
1.31K
$57.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.33K- 2.52% |
$51.6K - $54.5K
|
51.3K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-251- 42.11% |
$9.77K - $10.3K
|
345
$15.2K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.88KNew |
$268K - $283K
|
6.88K
$303K
|
|