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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.34KNew |
$250K - $257K
|
6.34K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.05KNew |
$238K - $245K
|
6.05K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.56KNew |
$219K - $225K
|
5.56K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.34KNew |
$210K - $217K
|
5.34K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
5.1KNew |
$201K - $207K
|
5.1K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.03KNew |
$198K - $204K
|
5.03K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.48K+ 30.88% |
$97.8K - $101K
|
10.5K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
685New |
$27K - $27.8K
|
685
$28.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
541New |
$21.3K - $21.9K
|
541
$22.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500New |
$19.7K - $20.3K
|
500
$20.9K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$202K - $212K
|
5.37K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.15KNew |
$194K - $203K
|
5.15K
$215K
|
|
| 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 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6KNew |
$220K - $231K
|
6K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
980+ 24.74% |
$35.9K - $37.7K
|
4.94K
$206K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
750+ 12.89% |
$27.4K - $28.9K
|
6.57K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
85New |
$3.11K - $3.27K
|
85
$3.55K
|
|
| Q1 2024 | |||||||
|
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
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 7.4% |
$104K - $110K
|
42.7K
$1.78M
|
|
|
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 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
17.2KNew |
$560K - $617K
|
17.2K
$720K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$162K - $178K
|
4.99K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.37KNew |
$109K - $120K
|
3.37K
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.4K+ 16.67% |
$45.5K - $50.1K
|
9.8K
$409K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
11.3KNew |
$378K - $389K
|
11.3K
$472K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 46.09% |
$4.51M - $4.77M
|
448K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.5KNew |
$239K - $253K
|
7.5K
$313K
|
|
|
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 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$40K - $42.1K
|
1.31K
$54.8K
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.1KNew |
$2.1M - $2.15M
|
70.1K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
65.3KNew |
$1.96M - $2.01M
|
65.3K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65.3KNew |
$1.96M - $2.01M
|
65.3K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48.6KNew |
$1.46M - $1.49M
|
48.6K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
494New |
$14.8K - $15.2K
|
494
$20.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22.6KNew |
$675K - $705K
|
22.6K
$942K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.77KNew |
$203K - $212K
|
6.77K
$282K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
425+ 3.27% |
$12.7K - $13.3K
|
13.4K
$560K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
75.3KNew |
$2.23M - $2.44M
|
75.3K
$3.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
335New |
$9.91K - $10.8K
|
335
$14K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.2KNew |
$471K - $500K
|
15.2K
$633K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
306KNew |
$9.56M - $9.76M
|
306K
$12.8M
|
|