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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 22.6% |
$1.18M - $1.38M
|
102K
$4.73M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.4K- 5.06% |
$375K - $439K
|
176K
$8.21M
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-427- 5.53% |
$17.1K - $19.9K
|
7.3K
$340K
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.91K- 2.85% |
$116K - $136K
|
99.1K
$4.62M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-2.08K- 2.5% |
$82.9K - $96.8K
|
80.9K
$3.77M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 2.64% |
$103K - $121K
|
95.5K
$4.45M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
475+ 4.14% |
$19K - $22.2K
|
11.9K
$557K
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$160 - $187
|
9.72K
$453K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.44KNew |
$177K - $207K
|
4.44K
$207K
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.29KNew |
$171K - $200K
|
4.29K
$200K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.33K- 38.14% |
$173K - $202K
|
7.02K
$327K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-150- 3.15% |
$5.99K - $7K
|
4.62K
$215K
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
604KNew |
$24.1M - $28.2M
|
604K
$28.2M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-254- 2.94% |
$10.1K - $11.9K
|
8.4K
$391K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.64K+ 73.04% |
$265K - $310K
|
15.7K
$733K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.94K- 18.03% |
$77.6K - $90.7K
|
8.84K
$412K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
900+ 1.37% |
$35.9K - $42K
|
66.7K
$3.11M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.76K- 30.74% |
$110K - $129K
|
6.21K
$289K
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.39KNew |
$175K - $205K
|
4.39K
$205K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-825- 15.46% |
$32.9K - $38.5K
|
4.51K
$210K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 8.85% |
$15.3K - $17.9K
|
4.72K
$220K
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.98K- 2.53% |
$159K - $186K
|
154K
$7.16M
|
|
Q1 2025 | |||||||
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
25K+ 85.35% |
$1.07M - $1.15M
|
54.4K
$2.54M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 5.19% |
$85.7K - $91.8K
|
36.6K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137- 7.98% |
$5.87K - $6.29K
|
1.58K
$73.6K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
234+ 1.88% |
$10K - $10.7K
|
12.7K
$591K
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.36K+ 15.28% |
$144K - $154K
|
25.4K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.16K+ 8.02% |
$178K - $191K
|
56K
$2.61M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.1K+ 585.87% |
$1.16M - $1.24M
|
31.7K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.34K- 32.41% |
$100K - $108K
|
4.89K
$228K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
876+ 2.86% |
$37.5K - $40.2K
|
31.5K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 7.21% |
$65.4K - $70K
|
19.6K
$915K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-431- 1.73% |
$18.5K - $19.8K
|
24.5K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.6KNew |
$411K - $441K
|
9.6K
$447K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.69K- 36.02% |
$330K - $353K
|
13.7K
$637K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.27K+ 112.01% |
$226K - $242K
|
9.98K
$465K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
167+ 16.89% |
$7.16K - $7.67K
|
1.16K
$53.9K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18.9K+ 30.98% |
$809K - $867K
|
79.8K
$3.72M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.6K- 14.77% |
$1.01M - $1.08M
|
136K
$6.34M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
283New |
$12.1K - $13K
|
283
$13.2K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.56K- 36.02% |
$281K - $301K
|
11.7K
$543K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.64K- 6.96% |
$70.2K - $75.2K
|
21.9K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5K+ 75.37% |
$879K - $942K
|
47.7K
$2.22M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
500New |
$21.4K - $23K
|
500
$23.3K
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.74K+ 49.15% |
$417K - $447K
|
29.6K
$1.38M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 24.42% |
$165K - $176K
|
19.6K
$912K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.4KClosed |
$573K - $614K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 27.77% |
$1.71M - $1.83M
|
184K
$8.56M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-458- 4.76% |
$19.6K - $21K
|
9.16K
$427K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-36- 0.19% |
$1.54K - $1.65K
|
18.8K
$876K
|