Latest Institutional Purchases of First Tr Ex Tr Fd Viii Ft Cboe (DDEC)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (DDEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
87K+ 181.8% |
$3.24M - $3.63M
|
135K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.6K+ 339.07% |
$2.89M - $3.24M
|
100K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
75.2K+ 2200.44% |
$2.8M - $3.14M
|
78.6K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
25KNew |
$932K - $1.04M
|
25K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.6K+ 120.76% |
$728K - $817K
|
35.7K
$1.55M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 6.42% |
$596K - $668K
|
265K
$11.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
12.9KNew |
$480K - $538K
|
12.9K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 21.21% |
$474K - $532K
|
72.8K
$3.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$443K - $497K
|
11.9K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 17.18% |
$385K - $432K
|
70.6K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 10.81% |
$374K - $420K
|
103K
$4.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
8.61K+ 8.37% |
$321K - $360K
|
112K
$4.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.68KNew |
$286K - $321K
|
7.68K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.49K+ 225.13% |
$279K - $313K
|
10.8K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.45KNew |
$240K - $269K
|
6.45K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.01K+ 67.39% |
$224K - $251K
|
14.9K
$648K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.23KNew |
$195K - $218K
|
5.23K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$190K - $213K
|
5.1K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.07KNew |
$189K - $212K
|
5.07K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.06KNew |
$189K - $211K
|
5.06K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.02KNew |
$187K - $210K
|
5.02K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
4.99KNew |
$186K - $208K
|
4.99K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.98KNew |
$185K - $208K
|
4.98K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.36K+ 10.82% |
$163K - $182K
|
44.7K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.05KNew |
$151K - $169K
|
4.05K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.83K+ 42.62% |
$143K - $160K
|
12.8K
$557K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.07K+ 8.42% |
$114K - $128K
|
39.6K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.02K+ 25.71% |
$75.1K - $84.2K
|
9.86K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 0.97% |
$69.7K - $78.1K
|
195K
$8.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
670+ 8.75% |
$25K - $28K
|
8.33K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490+ 9.92% |
$18.2K - $20.5K
|
5.43K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129+ 11.49% |
$4.8K - $5.39K
|
1.25K
$54.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
139KNew |
$5.41M - $5.72M
|
139K
$6.04M
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
14.2KNew |
$552K - $583K
|
14.2K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11.7KNew |
$455K - $481K
|
11.7K
$508K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.87K+ 125.17% |
$345K - $364K
|
15.9K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
8.48K+ 20.8% |
$330K - $348K
|
49.2K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.88KNew |
$268K - $283K
|
6.88K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.73KNew |
$223K - $235K
|
5.73K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.5K+ 149900.0% |
$175K - $185K
|
4.5K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 59.4% |
$116K - $122K
|
7.97K
$346K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.57KNew |
$99.8K - $105K
|
2.57K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.31K+ 3389.71% |
$89.7K - $94.7K
|
2.37K
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.15K+ 19.17% |
$44.8K - $47.3K
|
7.15K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
755+ 385.2% |
$29.4K - $31K
|
951
$41.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
509+ 63.39% |
$19.8K - $20.9K
|
1.31K
$57K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
133+ 0.43% |
$5.18K - $5.47K
|
31.2K
$1.35M
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
96.5KNew |
$3.8M - $3.91M
|
96.5K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.6KNew |
$891K - $917K
|
22.6K
$982K
|
|