Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-177K- 92.44% |
$6.26M - $6.63M
|
14.5K
$557K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-160K- 82.13% |
$5.65M - $5.99M
|
34.8K
$1.34M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.7K- 58.32% |
$1.65M - $1.75M
|
33.3K
$1.28M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.8K- 8.73% |
$737K - $781K
|
218K
$8.39M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.2K- 28.89% |
$610K - $645K
|
42.4K
$1.63M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17K- 38.77% |
$603K - $639K
|
26.9K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.6K- 24.92% |
$518K - $548K
|
44.1K
$1.7M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.4K- 87.22% |
$511K - $541K
|
2.12K
$81.5K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-14.4K- 37.97% |
$510K - $540K
|
23.5K
$907K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-13.2K- 41.1% |
$465K - $493K
|
18.8K
$726K
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-11.4K- 40.17% |
$402K - $426K
|
16.9K
$652K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.69K- 12.39% |
$343K - $363K
|
68.5K
$2.64M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.25K- 2.7% |
$257K - $272K
|
261K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7K- 14.86% |
$248K - $262K
|
40.1K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.49K- 28.99% |
$194K - $206K
|
13.4K
$518K
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.2K- 16.45% |
$149K - $157K
|
21.3K
$821K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.87K- 4.54% |
$137K - $145K
|
81.5K
$3.14M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.74K- 0.93% |
$96.9K - $103K
|
293K
$11.3M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.27K- 10.12% |
$80.4K - $85.1K
|
20.2K
$777K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 15.24% |
$53K - $56.1K
|
8.33K
$321K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1K- 1.96% |
$35.4K - $37.5K
|
50K
$1.93M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-479- 11.32% |
$17K - $17.9K
|
3.75K
$145K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-343- 4.38% |
$12.1K - $12.9K
|
7.5K
$289K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-279- 8.88% |
$9.87K - $10.5K
|
2.86K
$110K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-194- 0.19% |
$6.87K - $7.27K
|
102K
$3.92M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-122- 2.99% |
$4.32K - $4.57K
|
3.96K
$153K
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-111- 1.51% |
$3.93K - $4.16K
|
7.25K
$279K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.31K- 32.91% |
$107K - $118K
|
6.74K
$260K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-431- 3.76% |
$14K - $15.4K
|
11K
$425K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-300- 1.64% |
$9.74K - $10.7K
|
18K
$694K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-45- 5.7% |
$1.46K - $1.61K
|
745
$28.7K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-15K- 49.7% |
$503K - $517K
|
15.2K
$586K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-154K- 93.04% |
$4.93M - $5.21M
|
11.5K
$444K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-13.7KClosed |
$438K - $463K
|
0
$0
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-307- 55.12% |
$9.81K - $10.4K
|
250
$9.63K
|
|
Q1 2023 | |||||||
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.5K- 68.56% |
$442K - $465K
|
6.65K
$256K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.29K- 46.32% |
$69.6K - $73.3K
|
2.65K
$102K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-250- 1.91% |
$7.61K - $8.01K
|
12.8K
$493K
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-30.2K- 45.83% |
$918K - $927K
|
35.7K
$1.37M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.5K- 60.2% |
$411K - $415K
|
8.93K
$344K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.93K- 5.2% |
$211K - $213K
|
126K
$4.86M
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-800- 9.65% |
$24.3K - $24.6K
|
7.49K
$288K
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-164- 0.71% |
$4.98K - $5.04K
|
23K
$886K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.41K- 37.42% |
$132K - $138K
|
7.37K
$284K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-65- 0.53% |
$1.95K - $2.03K
|
12.1K
$466K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-101KClosed |
$2.99M - $3.27M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-73.3KClosed |
$2.17M - $2.37M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-5.2KClosed |
$154K - $168K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-110KClosed |
$3.53M - $3.63M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 37.73% |
$419K - $430K
|
21.6K
$832K
|