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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-36- 0.19% |
$1.54K - $1.65K
|
18.8K
$876K
|
|
|
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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 27.77% |
$1.71M - $1.83M
|
184K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.4KClosed |
$573K - $614K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.74K+ 49.15% |
$417K - $447K
|
29.6K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
45.5KNew |
$1.95M - $2.09M
|
45.5K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-16- 0.17% |
$686 - $735
|
9.13K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 0.5% |
$6.43K - $6.89K
|
29.6K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.27K+ 77.55% |
$183K - $196K
|
9.77K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-101K- 27.67% |
$4.33M - $4.64M
|
264K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17+ 3.55% |
$729 - $781
|
496
$23.1K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.16KNew |
$221K - $237K
|
5.16K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 12.12% |
$51.6K - $55.3K
|
11.1K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
7.72K+ 32.65% |
$331K - $355K
|
31.4K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.28K+ 20.37% |
$55K - $59K
|
7.59K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
289+ 6.79% |
$12.4K - $13.3K
|
4.54K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.45K+ 38.36% |
$234K - $250K
|
19.7K
$916K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
450+ 4.88% |
$19.3K - $20.7K
|
9.68K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
818+ 16.1% |
$35.1K - $37.6K
|
5.9K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 0.49% |
$2.36K - $2.53K
|
11.2K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
197K+ 60.16% |
$8.45M - $9.05M
|
525K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05K+ 8.8% |
$45K - $48.3K
|
13K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
544+ 5.7% |
$23.3K - $25K
|
10.1K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.46K+ 2.22% |
$320K - $342K
|
344K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-113- 2.21% |
$4.84K - $5.19K
|
4.99K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.12KNew |
$219K - $235K
|
5.12K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.41K+ 10.84% |
$360K - $386K
|
85.9K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 33.85% |
$94.1K - $101K
|
8.68K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01K+ 1.24% |
$86.1K - $92.3K
|
164K
$7.67M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-883- 3.67% |
$37.8K - $40.5K
|
23.2K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 3.13% |
$43.9K - $47K
|
31.7K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-439K- 77.58% |
$18.8M - $20.1M
|
127K
$5.91M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.19K- 4.07% |
$93.6K - $100K
|
51.5K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-98- 1.17% |
$4.2K - $4.5K
|
8.26K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 13.24% |
$45K - $48.2K
|
6.87K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.5K+ 15.77% |
$2.03M - $2.18M
|
349K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 80.66% |
$648K - $694K
|
33.9K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
41.6K+ 38.64% |
$1.78M - $1.91M
|
149K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
1.7K+ 7.89% |
$72.9K - $78.1K
|
23.3K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
17.3K+ 58.17% |
$742K - $795K
|
47.1K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-26- 0.15% |
$1.11K - $1.19K
|
17.4K
$813K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-794- 10.26% |
$34K - $36.5K
|
6.95K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-350- 1.88% |
$15K - $16.1K
|
18.3K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
251K+ 379.56% |
$10.7M - $11.5M
|
317K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-10.3K- 2.64% |
$442K - $474K
|
381K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 19.16% |
$466K - $499K
|
45.8K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 37.1% |
$95.4K - $102K
|
8.22K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.32KNew |
$271K - $290K
|
6.32K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.9K+ 2.53% |
$724K - $776K
|
685K
$31.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$570K - $611K
|
13.3K
$620K
|