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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25KNew |
$46.5K - $48.7K
|
1.25K
$52.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
866New |
$32.3K - $33.9K
|
866
$36.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
6.56KNew |
$245K - $257K
|
6.56K
$276K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.4KNew |
$52.2K - $54.8K
|
1.4K
$58.9K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$6.77K - $7.5K
|
200
$8.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
688New |
$23.3K - $25.8K
|
688
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
64New |
$2.17K - $2.4K
|
64
$2.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.35KNew |
$181K - $201K
|
5.35K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.81KNew |
$230K - $255K
|
6.81K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 6.67% |
$13.5K - $15K
|
5.6K
$235K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 60.0% |
$313 - $323
|
6
$252
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$521 - $538
|
15
$631
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.9KNew |
$587K - $606K
|
16.9K
$711K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.8K- 19.07% |
$756K - $781K
|
92.4K
$3.88M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
37KNew |
$1.24M - $1.31M
|
37K
$1.56M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.79KNew |
$261K - $276K
|
7.79K
$328K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
8.1KNew |
$271K - $286K
|
8.1K
$341K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
22.7KNew |
$759K - $802K
|
22.7K
$954K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.79KNew |
$194K - $205K
|
5.79K
$243K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30.2KNew |
$1.01M - $1.07M
|
30.2K
$1.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
335New |
$11.2K - $11.8K
|
335
$14.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-162- 4.62% |
$5.42K - $5.73K
|
3.35K
$141K
|
|
| Q1 2023 | |||||||
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.75KNew |
$219K - $230K
|
6.75K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.2KNew |
$623K - $653K
|
19.2K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.55% |
$65 - $68.1
|
46
$1.93K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.77K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
279New |
$9.06K - $9.51K
|
279
$11.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7.46KNew |
$242K - $254K
|
7.46K
$314K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 20.0% |
$65 - $68.1
|
8
$336
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.1% |
$18.9K - $19.8K
|
18.2K
$765K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
214+ 1.17% |
$6.95K - $7.29K
|
18.5K
$777K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.23KNew |
$40.4K - $42.1K
|
1.23K
$51.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$370K - $386K
|
11.3K
$475K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 0.04% |
$425 - $444
|
32K
$1.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 12.01% |
$45.2K - $47.2K
|
10.1K
$426K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$2.03K - $2.12K
|
62
$2.61K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 5.64% |
$4.02K - $4.2K
|
2.06K
$86.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-602- 3.51% |
$19.7K - $21.2K
|
16.5K
$695K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-263- 67.96% |
$8.59K - $9.27K
|
124
$5.21K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
670+ 186.11% |
$21.9K - $23.6K
|
1.03K
$43.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
815+ 1.57% |
$26.6K - $28.7K
|
52.7K
$2.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$16.3K - $17.6K
|
500
$21K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.52K- 25.28% |
$82.2K - $88.7K
|
7.44K
$313K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.01KNew |
$295K - $324K
|
9.01K
$379K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-175- 11.42% |
$5.73K - $6.29K
|
1.36K
$57.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-498- 6.92% |
$16.3K - $17.9K
|
6.7K
$282K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17KNew |
$104K - $114K
|
3.17K
$133K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-89.3KClosed |
$2.93M - $3.21M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9.53K- 18.93% |
$312K - $343K
|
40.8K
$1.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.34K- 27.17% |
$76.6K - $83.9K
|
6.26K
$263K
|
|