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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
53.7K+ 15.92% |
$2.34M - $2.43M
|
391K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-35- 0.45% |
$1.53K - $1.59K
|
7.74K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-368K- 86.66% |
$16.1M - $16.7M
|
56.7K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.37K+ 38.95% |
$365K - $379K
|
29.8K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.1K- 16.32% |
$1.27M - $1.32M
|
149K
$6.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
753+ 0.7% |
$32.8K - $34.1K
|
108K
$4.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.78K+ 88.37% |
$252K - $262K
|
12.3K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
864+ 9.94% |
$37.7K - $39.1K
|
9.55K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11.3K+ 53.26% |
$492K - $511K
|
32.5K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 37.65% |
$188K - $195K
|
15.7K
$714K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-110- 0.66% |
$4.8K - $4.98K
|
16.7K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.05% |
$87.2 - $90.6
|
4.04K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 8.19% |
$61.5K - $63.9K
|
18.6K
$845K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-943- 1.41% |
$41.1K - $42.7K
|
66.1K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
886+ 14.1% |
$38.6K - $40.1K
|
7.17K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.47KNew |
$239K - $248K
|
5.47K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-796- 4.05% |
$34.7K - $36.1K
|
18.9K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.98K+ 55.96% |
$130K - $135K
|
8.29K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
116KNew |
$5.05M - $5.25M
|
116K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.6K+ 118.31% |
$464K - $482K
|
19.6K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.49K- 99.91% |
$152K - $158K
|
3
$136
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.22K+ 13.72% |
$184K - $191K
|
34.9K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
384+ 8.14% |
$16.7K - $17.4K
|
5.1K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.2K+ 21.7% |
$1.45M - $1.5M
|
186K
$8.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 17.66% |
$65.9K - $68.5K
|
10.1K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.18K- 20.92% |
$270K - $280K
|
23.4K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
77.5KNew |
$3.38M - $3.51M
|
77.5K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
349+ 4.47% |
$15.2K - $15.8K
|
8.15K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-207- 3.7% |
$9.03K - $9.38K
|
5.39K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
29.8KNew |
$1.3M - $1.35M
|
29.8K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.97KNew |
$217K - $225K
|
4.97K
$226K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3K- 24.86% |
$124K - $131K
|
9.07K
$412K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.4K- 28.31% |
$2.54M - $2.69M
|
155K
$7.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$82.6K - $87.6K
|
2K
$90.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
788+ 84.91% |
$32.6K - $34.5K
|
1.72K
$77.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15.4K- 43.94% |
$636K - $674K
|
19.6K
$891K
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 324.15% |
$764K - $810K
|
24.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.1K- 33.24% |
$417K - $442K
|
20.3K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.14K+ 87.61% |
$171K - $181K
|
8.87K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-837- 3.05% |
$34.6K - $36.6K
|
26.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
11.3K+ 15.0% |
$467K - $495K
|
86.6K
$3.93M
|
|
|
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
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-750- 8.32% |
$31K - $32.8K
|
8.26K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.5K- 24.31% |
$227K - $241K
|
17.1K
$777K
|
|
|
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
|
|