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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14.6KNew |
$584K - $620K
|
14.6K
$662K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.5KNew |
$582K - $618K
|
14.5K
$660K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.4KNew |
$499K - $530K
|
12.4K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.4KNew |
$456K - $484K
|
11.4K
$517K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.93KNew |
$398K - $423K
|
9.93K
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.46KNew |
$380K - $403K
|
9.46K
$430K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.05KNew |
$323K - $343K
|
8.05K
$366K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$311K - $330K
|
7.76K
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.52KNew |
$262K - $278K
|
6.52K
$296K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.97KNew |
$239K - $254K
|
5.97K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.22KNew |
$210K - $222K
|
5.22K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.64K+ 4.06% |
$186K - $198K
|
119K
$5.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.44KNew |
$138K - $146K
|
3.44K
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$40.1K - $42.6K
|
1K
$45.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
263+ 0.28% |
$10.5K - $11.2K
|
94.4K
$4.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
213New |
$8.54K - $9.07K
|
213
$9.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
113New |
$4.53K - $4.81K
|
113
$5.14K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40New |
$1.6K - $1.7K
|
40
$1.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$762 - $809
|
19
$864
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.71MNew |
$66.1M - $70.6M
|
1.71M
$77.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
28.4KNew |
$1.09M - $1.17M
|
28.4K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16.7KNew |
$644K - $688K
|
16.7K
$759K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 13.83% |
$532K - $568K
|
114K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.8K+ 13.95% |
$378K - $404K
|
80K
$3.64M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
8.57K+ 88.85% |
$331K - $353K
|
18.2K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.11KNew |
$313K - $334K
|
8.11K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.28KNew |
$242K - $259K
|
6.28K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.94KNew |
$229K - $245K
|
5.94K
$270K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.37KNew |
$207K - $221K
|
5.37K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.37KNew |
$130K - $139K
|
3.37K
$153K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.09KNew |
$119K - $128K
|
3.09K
$141K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.28K+ 20.79% |
$49.3K - $52.6K
|
7.42K
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
17New |
$656 - $701
|
17
$773
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
77.3KNew |
$2.62M - $3.02M
|
77.3K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60.9KNew |
$2.06M - $2.38M
|
60.9K
$2.77M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
19.2KNew |
$650K - $749K
|
19.2K
$873K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$625K - $720K
|
18.5K
$839K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.6KNew |
$594K - $685K
|
17.6K
$798K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.5KNew |
$424K - $489K
|
12.5K
$569K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.1KNew |
$308K - $355K
|
9.1K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.25KNew |
$279K - $322K
|
8.25K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
7.65KNew |
$259K - $299K
|
7.65K
$348K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.34KNew |
$249K - $286K
|
7.34K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.9KNew |
$234K - $269K
|
6.9K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.6KNew |
$223K - $258K
|
6.6K
$300K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
6.32KNew |
$214K - $247K
|
6.32K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.24KNew |
$211K - $243K
|
6.24K
$283K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.03KNew |
$204K - $235K
|
6.03K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.88KNew |
$199K - $229K
|
5.88K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.8KNew |
$196K - $226K
|
5.8K
$264K
|
|