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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 359.93% |
$4.32M - $4.53M
|
147K
$5.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.1K+ 68.79% |
$1.89M - $1.98M
|
123K
$4.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32.3KNew |
$1.22M - $1.28M
|
32.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.5KNew |
$1.04M - $1.09M
|
27.5K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$507K - $532K
|
13.5K
$542K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$408K - $428K
|
10.8K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
10K+ 46.92% |
$376K - $395K
|
31.3K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.14KNew |
$306K - $322K
|
8.14K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.35KNew |
$239K - $251K
|
6.35K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.12KNew |
$230K - $242K
|
6.12K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$202K - $212K
|
5.37K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.15KNew |
$194K - $203K
|
5.15K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 844.53% |
$168K - $177K
|
5.01K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.56K+ 8.35% |
$58.6K - $61.5K
|
20.2K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12KNew |
$42.1K - $44.2K
|
1.12K
$45K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 4.69% |
$40.2K - $42.2K
|
23.8K
$959K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$7.53K - $7.9K
|
200
$8.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
154+ 1.41% |
$5.8K - $6.08K
|
11K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
142+ 14.88% |
$5.34K - $5.61K
|
1.1K
$44.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$449K - $473K
|
12.3K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.22KNew |
$228K - $240K
|
6.22K
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6KNew |
$220K - $231K
|
6K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.31KNew |
$48K - $50.5K
|
1.31K
$52.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
980+ 24.74% |
$35.9K - $37.7K
|
4.94K
$199K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
750+ 12.89% |
$27.4K - $28.9K
|
6.57K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
85New |
$3.11K - $3.27K
|
85
$3.42K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.8KNew |
$1.02M - $1.08M
|
28.8K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.66K+ 45.22% |
$342K - $362K
|
31K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 7.4% |
$104K - $110K
|
42.7K
$1.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$66.7K - $70.6K
|
1.89K
$75.8K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.05K+ 4.18% |
$37.2K - $39.3K
|
26.2K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.03K+ 1.3% |
$36.5K - $38.6K
|
80.2K
$3.23M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
47.1KNew |
$1.53M - $1.69M
|
47.1K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
17.2KNew |
$560K - $617K
|
17.2K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.57KNew |
$213K - $235K
|
6.57K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$162K - $178K
|
4.99K
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.37KNew |
$109K - $120K
|
3.37K
$135K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99KNew |
$64.8K - $71.4K
|
1.99K
$80.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.4K+ 16.67% |
$45.5K - $50.1K
|
9.8K
$394K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
11.3KNew |
$378K - $389K
|
11.3K
$455K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 46.09% |
$4.51M - $4.77M
|
448K
$18M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.5KNew |
$239K - $253K
|
7.5K
$302K
|
|
|
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 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$40K - $42.1K
|
1.31K
$52.8K
|
|
|
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 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
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.1KNew |
$2.1M - $2.15M
|
70.1K
$2.82M
|
|
|
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
|
|