Latest Institutional Transactions on First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FDEC) 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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3K- 24.86% |
$124K - $131K
|
9.07K
$410K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5KNew |
$888K - $940K
|
21.5K
$972K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$82.6K - $87.6K
|
2K
$90.5K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.4K- 28.31% |
$2.54M - $2.69M
|
155K
$7.03M
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15.4K- 43.94% |
$636K - $674K
|
19.6K
$888K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.9K- 40.42% |
$1.19M - $1.26M
|
42.6K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 0.23% |
$2.81K - $2.98K
|
30K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$1.03M - $1.09M
|
25K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.1K- 33.24% |
$417K - $442K
|
20.3K
$918K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 324.15% |
$764K - $810K
|
24.2K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.14K+ 87.61% |
$171K - $181K
|
8.87K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
788+ 84.91% |
$32.6K - $34.5K
|
1.72K
$77.6K
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-837- 3.05% |
$34.6K - $36.6K
|
26.6K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
11.3K+ 15.0% |
$467K - $495K
|
86.6K
$3.92M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-750- 8.32% |
$31K - $32.8K
|
8.26K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.72KNew |
$195K - $207K
|
4.72K
$214K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.5K- 24.31% |
$227K - $241K
|
17.1K
$775K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.7K- 53.07% |
$1.15M - $1.21M
|
24.5K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.72K- 9.8% |
$154K - $163K
|
34.2K
$1.55M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-345- 1.54% |
$14.3K - $15.1K
|
22.1K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.6K- 47.11% |
$2.01M - $2.13M
|
54.5K
$2.47M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 38.63% |
$502K - $531K
|
19.3K
$873K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 7.04% |
$558K - $591K
|
178K
$8.06M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.8K- 27.99% |
$903K - $956K
|
56.2K
$2.54M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.34K+ 8.44% |
$55.4K - $58.7K
|
17.2K
$779K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.9K- 10.52% |
$1.07M - $1.13M
|
220K
$9.97M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
814+ 3.78% |
$33.6K - $35.6K
|
22.3K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.46K- 48.55% |
$184K - $195K
|
4.72K
$214K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.2K- 16.04% |
$957K - $1.01M
|
121K
$5.49M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38.7K- 72.69% |
$1.6M - $1.69M
|
14.5K
$658K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.61K- 22.17% |
$66.5K - $70.5K
|
5.65K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.8K+ 70.48% |
$157K - $166K
|
9.18K
$415K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.83K+ 780.34% |
$75.5K - $79.9K
|
2.06K
$93.2K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.49K- 29.43% |
$144K - $153K
|
8.36K
$378K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.2K- 41.64% |
$256K - $271K
|
8.69K
$393K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 106.2% |
$4.25M - $4.5M
|
200K
$9.03M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 10.64% |
$41.4K - $43.9K
|
10.4K
$472K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
200+ 1.95% |
$8.26K - $8.76K
|
10.5K
$473K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-400K- 67.53% |
$16.5M - $17.5M
|
192K
$8.7M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
274New |
$11.3K - $12K
|
274
$12.4K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
44New |
$1.82K - $1.93K
|
44
$1.99K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.01K- 5.01% |
$41.8K - $44.3K
|
19.2K
$868K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 10.45% |
$7.23K - $7.66K
|
1.5K
$67.9K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
316New |
$13.1K - $13.8K
|
316
$14.3K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.27K- 8.36% |
$135K - $143K
|
35.8K
$1.62M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11.8K+ 101.63% |
$486K - $515K
|
23.3K
$1.06M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-461- 5.69% |
$19K - $20.2K
|
7.64K
$346K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
45.8K+ 196.13% |
$1.89M - $2.01M
|
69.2K
$3.13M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-123K- 22.4% |
$5.07M - $5.37M
|
425K
$19.2M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 12.3% |
$51.7K - $54.8K
|
11.4K
$517K
|