Latest Institutional Transactions on Ft Tr ETF Viii Ft Cboe Vest Us (DFEB)
This table provides information on the latest institutional transactions involving Ft Tr ETF Viii Ft Cboe Vest Us (DFEB) 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 24.64% |
$82.6K - $86.5K
|
6.77K
$290K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.2KNew |
$194K - $203K
|
5.2K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.21KNew |
$157K - $165K
|
4.21K
$181K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-540- 3.65% |
$20.2K - $21.1K
|
14.2K
$611K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$18.7K - $19.6K
|
500
$21.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25KNew |
$46.5K - $48.7K
|
1.25K
$53.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
866New |
$32.3K - $33.9K
|
866
$37.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
6.56KNew |
$245K - $257K
|
6.56K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.4KNew |
$52.2K - $54.8K
|
1.4K
$60.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15.5KNew |
$578K - $605K
|
15.5K
$664K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$6.77K - $7.5K
|
200
$8.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
688New |
$23.3K - $25.8K
|
688
$29.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.66K- 21.58% |
$293K - $325K
|
31.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
64New |
$2.17K - $2.4K
|
64
$2.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.81KNew |
$230K - $255K
|
6.81K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.35KNew |
$181K - $201K
|
5.35K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 6.67% |
$13.5K - $15K
|
5.6K
$240K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
19.5KNew |
$661K - $733K
|
19.5K
$838K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 60.0% |
$313 - $323
|
6
$257
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.8K- 16.04% |
$62.5K - $64.6K
|
9.42K
$404K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$521 - $538
|
15
$644
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.9KNew |
$587K - $606K
|
16.9K
$725K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.8K- 19.07% |
$756K - $781K
|
92.4K
$3.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 15.94% |
$170K - $176K
|
25.9K
$1.11M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
37KNew |
$1.24M - $1.31M
|
37K
$1.59M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.79KNew |
$261K - $276K
|
7.79K
$334K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
8.1KNew |
$271K - $286K
|
8.1K
$347K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
22.7KNew |
$759K - $802K
|
22.7K
$973K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.93KNew |
$198K - $210K
|
5.93K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.79KNew |
$194K - $205K
|
5.79K
$248K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30.2KNew |
$1.01M - $1.07M
|
30.2K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
335New |
$11.2K - $11.8K
|
335
$14.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-162- 4.62% |
$5.42K - $5.73K
|
3.35K
$144K
|
|
| Q1 2023 | |||||||
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.75KNew |
$219K - $230K
|
6.75K
$290K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.57KNew |
$148K - $156K
|
4.57K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.55% |
$65 - $68.1
|
46
$1.97K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.2KNew |
$623K - $653K
|
19.2K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
279New |
$9.06K - $9.51K
|
279
$12K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.4KNew |
$336K - $353K
|
10.4K
$444K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7.46KNew |
$242K - $254K
|
7.46K
$320K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 20.0% |
$65 - $68.1
|
8
$343
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.1% |
$18.9K - $19.8K
|
18.2K
$781K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
10.4KNew |
$338K - $355K
|
10.4K
$447K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
214+ 1.17% |
$6.95K - $7.29K
|
18.5K
$793K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.23KNew |
$40.4K - $42.1K
|
1.23K
$53K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.6KNew |
$379K - $395K
|
11.6K
$497K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$370K - $386K
|
11.3K
$485K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 0.04% |
$425 - $444
|
32K
$1.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$2.03K - $2.12K
|
62
$2.66K
|
|