Latest Institutional Purchases of First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FDEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.64K+ 73.04% |
$265K - $310K
|
15.7K
$733K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.44KNew |
$177K - $207K
|
4.44K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.39KNew |
$175K - $205K
|
4.39K
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.29KNew |
$171K - $200K
|
4.29K
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
900+ 1.37% |
$35.9K - $42K
|
66.7K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
475+ 4.14% |
$19K - $22.2K
|
11.9K
$557K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 8.85% |
$15.3K - $17.9K
|
4.72K
$220K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
251K+ 379.56% |
$10.7M - $11.5M
|
317K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
197K+ 60.16% |
$8.45M - $9.05M
|
525K
$24.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.5K+ 15.77% |
$2.03M - $2.18M
|
349K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
45.5KNew |
$1.95M - $2.09M
|
45.5K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
41.6K+ 38.64% |
$1.78M - $1.91M
|
149K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 27.77% |
$1.71M - $1.83M
|
184K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
39.4K+ 7.6% |
$1.69M - $1.81M
|
558K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.1K+ 585.87% |
$1.16M - $1.24M
|
31.7K
$1.48M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
25K+ 85.35% |
$1.07M - $1.15M
|
54.4K
$2.54M
|
|
|
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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.5K+ 22.02% |
$834K - $894K
|
108K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18.9K+ 30.98% |
$809K - $867K
|
79.8K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
17.3K+ 58.17% |
$742K - $795K
|
47.1K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.9K+ 2.53% |
$724K - $776K
|
685K
$31.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 80.66% |
$648K - $694K
|
33.9K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$570K - $611K
|
13.3K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3KNew |
$569K - $610K
|
13.3K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8K+ 65.15% |
$549K - $588K
|
32.4K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.74K+ 49.15% |
$417K - $447K
|
29.6K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.6KNew |
$411K - $441K
|
9.6K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.41K+ 10.84% |
$360K - $386K
|
85.9K
$4.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.93KNew |
$340K - $364K
|
7.93K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
7.72K+ 32.65% |
$331K - $355K
|
31.4K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.46K+ 2.22% |
$320K - $342K
|
344K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.32KNew |
$271K - $290K
|
6.32K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.08K+ 3.74% |
$261K - $279K
|
169K
$7.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.52KNew |
$237K - $254K
|
5.52K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.45K+ 38.36% |
$234K - $250K
|
19.7K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.27K+ 112.01% |
$226K - $242K
|
9.98K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.16KNew |
$221K - $237K
|
5.16K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.12KNew |
$219K - $235K
|
5.12K
$239K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.27K+ 77.55% |
$183K - $196K
|
9.77K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.16K+ 8.02% |
$178K - $191K
|
56K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.16KNew |
$178K - $191K
|
4.16K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 24.42% |
$165K - $176K
|
19.6K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.36K+ 15.28% |
$144K - $154K
|
25.4K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.2KNew |
$137K - $147K
|
3.2K
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.6K+ 31.36% |
$111K - $119K
|
10.9K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 37.1% |
$95.4K - $102K
|
8.22K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 33.85% |
$94.1K - $101K
|
8.68K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.05K+ 33.98% |
$87.7K - $94K
|
8.07K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01K+ 1.24% |
$86.1K - $92.3K
|
164K
$7.67M
|
|