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 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
325New |
$11K - $12.7K
|
325
$14.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.5KNew |
$424K - $489K
|
12.5K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.6KNew |
$223K - $258K
|
6.6K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
853+ 14.81% |
$28.9K - $33.3K
|
6.61K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.35K - $1.56K
|
40
$1.81K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
6.32KNew |
$214K - $247K
|
6.32K
$286K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.6KNew |
$594K - $685K
|
17.6K
$795K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.25KNew |
$279K - $322K
|
8.25K
$374K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$576 - $664
|
17
$770
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.51K- 26.33% |
$84.9K - $97.8K
|
7.02K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
77.3KNew |
$2.62M - $3.02M
|
77.3K
$3.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.57KNew |
$87.2K - $100K
|
2.57K
$117K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
195+ 3.35% |
$6.6K - $7.61K
|
6.02K
$273K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 64.18% |
$103K - $119K
|
7.78K
$352K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.03KNew |
$204K - $235K
|
6.03K
$273K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.34KNew |
$249K - $286K
|
7.34K
$333K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.68KClosed |
$269K - $282K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 6.25% |
$14K - $14.7K
|
6K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.22K- 9.37% |
$42.6K - $44.6K
|
11.8K
$532K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 0.3% |
$316 - $331
|
3K
$136K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.28KNew |
$210K - $226K
|
6.28K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.18KNew |
$307K - $331K
|
9.18K
$416K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-11.6K- 4.18% |
$387K - $416K
|
265K
$12M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28KNew |
$210K - $226K
|
6.28K
$285K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
700+ 10.73% |
$23.4K - $25.2K
|
7.23K
$327K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11KNew |
$347K - $373K
|
11K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.62KNew |
$209K - $224K
|
6.62K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$324K - $347K
|
10.2K
$464K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16.7KNew |
$527K - $565K
|
16.7K
$755K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.07K+ 10.13% |
$160K - $172K
|
55.1K
$2.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
193New |
$6.09K - $6.54K
|
193
$8.74K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.7K- 44.66% |
$243K - $261K
|
9.54K
$432K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$210K - $225K
|
6.64K
$301K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03KNew |
$30.3K - $34K
|
1.03K
$46.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.63KNew |
$77.7K - $87K
|
2.63K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 67.35% |
$351K - $393K
|
29.5K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
11KNew |
$326K - $364K
|
11K
$498K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-121- 0.76% |
$3.59K - $4.02K
|
15.8K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.92K- 34.95% |
$116K - $130K
|
7.3K
$331K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-150- 0.7% |
$4.45K - $4.98K
|
21.4K
$970K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.56K+ 23.12% |
$46.2K - $51.8K
|
8.31K
$376K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.92KClosed |
$206K - $238K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6KClosed |
$178K - $206K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.52KClosed |
$194K - $224K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.17K+ 666.86% |
$37.5K - $41K
|
1.34K
$60.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.85KClosed |
$252K - $276K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$348K - $365K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-42.5KClosed |
$1.4M - $1.44M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-24.2K- 49.88% |
$799K - $818K
|
24.3K
$1.1M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
551KNew |
$17.7M - $18.3M
|
551K
$25M
|
|