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 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.31K- 32.91% |
$107K - $118K
|
6.74K
$271K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-15K- 49.7% |
$503K - $517K
|
15.2K
$612K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
11.3KNew |
$378K - $389K
|
11.3K
$455K
|
|
| 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
$302K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-307- 55.12% |
$9.81K - $10.4K
|
250
$10.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 46.09% |
$4.51M - $4.77M
|
448K
$18M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-154K- 93.04% |
$4.93M - $5.21M
|
11.5K
$464K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400New |
$12.8K - $13.5K
|
400
$16.1K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.47K+ 38.74% |
$44.8K - $47.2K
|
5.27K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-250- 1.91% |
$7.61K - $8.01K
|
12.8K
$515K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.04KNew |
$31.5K - $33.2K
|
1.04K
$41.7K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 18.03% |
$38.1K - $40.1K
|
8.18K
$329K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$40K - $42.1K
|
1.31K
$52.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.29K- 46.32% |
$69.6K - $73.3K
|
2.65K
$107K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.5K- 68.56% |
$442K - $465K
|
6.65K
$267K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.5K- 60.2% |
$405K - $415K
|
8.93K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48.6KNew |
$1.46M - $1.49M
|
48.6K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
65.3KNew |
$1.96M - $2.01M
|
65.3K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65.3KNew |
$1.96M - $2.01M
|
65.3K
$2.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
494New |
$14.8K - $15.2K
|
494
$19.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-800- 9.65% |
$24K - $24.6K
|
7.49K
$301K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-164- 0.71% |
$4.92K - $5.04K
|
23K
$925K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.1KNew |
$2.1M - $2.15M
|
70.1K
$2.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-30.2K- 45.83% |
$906K - $927K
|
35.7K
$1.44M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.93K- 5.2% |
$208K - $213K
|
126K
$5.07M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22.6KNew |
$675K - $705K
|
22.6K
$907K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.41K- 37.42% |
$132K - $138K
|
7.37K
$296K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-65- 0.53% |
$1.95K - $2.03K
|
12.1K
$487K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.77KNew |
$203K - $212K
|
6.77K
$272K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
425+ 3.27% |
$12.7K - $13.3K
|
13.4K
$539K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
75.3KNew |
$2.23M - $2.44M
|
75.3K
$3.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
335New |
$9.91K - $10.8K
|
335
$13.5K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-101KClosed |
$2.99M - $3.27M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-5.2KClosed |
$154K - $168K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-73.3KClosed |
$2.17M - $2.37M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.2KNew |
$471K - $500K
|
15.2K
$610K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.64KClosed |
$213K - $218K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 37.73% |
$419K - $430K
|
21.6K
$869K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-33.7KClosed |
$1.07M - $1.09M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
306KNew |
$9.56M - $9.76M
|
306K
$12.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-177Closed |
$5.54K - $5.65K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-52.3K- 59.09% |
$1.58M - $1.59M
|
36.2K
$1.46M
|
|