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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.5K- 17.46% |
$503K - $564K
|
63.9K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
8.61K+ 8.37% |
$321K - $360K
|
112K
$4.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
87K+ 181.8% |
$3.24M - $3.63M
|
135K
$5.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-4.29K- 15.81% |
$160K - $179K
|
22.8K
$996K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55- 0.13% |
$2.05K - $2.3K
|
42.8K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.07KNew |
$189K - $212K
|
5.07K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.1K- 19.84% |
$78K - $87.5K
|
8.46K
$369K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$443K - $497K
|
11.9K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.33K- 3.07% |
$86.7K - $97.2K
|
73.5K
$3.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36- 0.63% |
$1.34K - $1.5K
|
5.72K
$250K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.59K- 3.01% |
$96.3K - $108K
|
83.4K
$3.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.64K- 39.79% |
$210K - $235K
|
8.53K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.36K+ 10.82% |
$163K - $182K
|
44.7K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-604- 0.53% |
$22.5K - $25.2K
|
113K
$4.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$190K - $213K
|
5.1K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.73K- 11.55% |
$102K - $114K
|
20.9K
$912K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-107- 0.58% |
$3.98K - $4.47K
|
18.5K
$805K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-768- 7.87% |
$28.6K - $32.1K
|
8.99K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 10.61% |
$49.3K - $55.3K
|
11.2K
$487K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
4.99KNew |
$186K - $208K
|
4.99K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-588- 0.52% |
$21.9K - $24.6K
|
113K
$4.92M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-400- 2.0% |
$14.9K - $16.7K
|
19.6K
$855K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-654- 2.6% |
$24.4K - $27.3K
|
24.5K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-67- 0.48% |
$2.5K - $2.8K
|
13.9K
$605K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.86K- 11.94% |
$69.2K - $77.5K
|
13.7K
$598K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
139KNew |
$5.41M - $5.72M
|
139K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 59.4% |
$116K - $122K
|
7.97K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366- 47.78% |
$14.2K - $15K
|
400
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.39K- 6.53% |
$53.9K - $57K
|
19.8K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-156K- 80.16% |
$6.06M - $6.4M
|
38.6K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.41K- 49.7% |
$327K - $346K
|
8.52K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 63.33% |
$1M - $1.06M
|
15K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.31K+ 3389.71% |
$89.7K - $94.7K
|
2.37K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
509+ 63.39% |
$19.8K - $20.9K
|
1.31K
$57.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51- 15.41% |
$1.98K - $2.1K
|
280
$12.2K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.33K- 2.52% |
$51.6K - $54.5K
|
51.3K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11.7KNew |
$455K - $481K
|
11.7K
$510K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-251- 42.11% |
$9.77K - $10.3K
|
345
$15K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.88KNew |
$268K - $283K
|
6.88K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
14.2KNew |
$552K - $583K
|
14.2K
$618K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.15% |
$117 - $123
|
1.98K
$86.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.73KNew |
$223K - $235K
|
5.73K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.15K+ 19.17% |
$44.8K - $47.3K
|
7.15K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
755+ 385.2% |
$29.4K - $31K
|
951
$41.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.87K+ 125.17% |
$345K - $364K
|
15.9K
$696K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
133+ 0.43% |
$5.18K - $5.47K
|
31.2K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-950- 14.47% |
$37K - $39K
|
5.62K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.43K- 6.75% |
$55.8K - $58.9K
|
19.8K
$865K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.5K+ 149900.0% |
$175K - $185K
|
4.5K
$196K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.57KNew |
$99.8K - $105K
|
2.57K
$112K
|
|