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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.34KNew |
$210K - $217K
|
5.34K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-281- 3.52% |
$11.1K - $11.4K
|
7.71K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.05KNew |
$238K - $245K
|
6.05K
$252K
|
|
| Q3 2024 | |||||||
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-31- 0.15% |
$1.17K - $1.22K
|
20K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.15KNew |
$194K - $203K
|
5.15K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$202K - $212K
|
5.37K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$408K - $428K
|
10.8K
$452K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.35KNew |
$239K - $251K
|
6.35K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-366- 34.43% |
$13.8K - $14.5K
|
697
$29.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.8K- 25.06% |
$294K - $308K
|
23.3K
$974K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.32K- 10.93% |
$238K - $250K
|
51.5K
$2.15M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$449K - $473K
|
12.3K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.22KNew |
$228K - $240K
|
6.22K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 3.11% |
$45.6K - $48K
|
38.9K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-706- 4.0% |
$25.8K - $27.2K
|
16.9K
$707K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
980+ 24.74% |
$35.9K - $37.7K
|
4.94K
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6KNew |
$220K - $231K
|
6K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
85New |
$3.11K - $3.27K
|
85
$3.55K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-13.6K- 64.39% |
$499K - $525K
|
7.54K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
750+ 12.89% |
$27.4K - $28.9K
|
6.57K
$274K
|
|
| Q1 2024 | |||||||
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-404KClosed |
$14.3M - $15.1M
|
0
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 52.41% |
$415K - $439K
|
10.6K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 7.4% |
$104K - $110K
|
42.7K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.7K- 58.32% |
$1.65M - $1.75M
|
33.3K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.8KNew |
$1.02M - $1.08M
|
28.8K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.66K+ 45.22% |
$342K - $362K
|
31K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$66.7K - $70.6K
|
1.89K
$78.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.03K+ 1.3% |
$36.5K - $38.6K
|
80.2K
$3.35M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
47.1KNew |
$1.53M - $1.69M
|
47.1K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$162K - $178K
|
4.99K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
17.2KNew |
$560K - $617K
|
17.2K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.4K+ 16.67% |
$45.5K - $50.1K
|
9.8K
$409K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.37KNew |
$109K - $120K
|
3.37K
$140K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.31K- 32.91% |
$107K - $118K
|
6.74K
$281K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-15K- 49.7% |
$503K - $517K
|
15.2K
$635K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
11.3KNew |
$378K - $389K
|
11.3K
$472K
|
|
| Q2 2023 | |||||||
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15KClosed |
$478K - $506K
|
0
$0
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-13.7KClosed |
$438K - $463K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.5KNew |
$239K - $253K
|
7.5K
$313K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-307- 55.12% |
$9.81K - $10.4K
|
250
$10.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 46.09% |
$4.51M - $4.77M
|
448K
$18.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-154K- 93.04% |
$4.93M - $5.21M
|
11.5K
$482K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400New |
$12.8K - $13.5K
|
400
$16.7K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.47K+ 38.74% |
$44.8K - $47.2K
|
5.27K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-250- 1.91% |
$7.61K - $8.01K
|
12.8K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 18.03% |
$38.1K - $40.1K
|
8.18K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.04KNew |
$31.5K - $33.2K
|
1.04K
$43.2K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$40K - $42.1K
|
1.31K
$54.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.29K- 46.32% |
$69.6K - $73.3K
|
2.65K
$111K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.5K- 68.56% |
$442K - $465K
|
6.65K
$278K
|
|