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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.05KNew |
$323K - $343K
|
8.05K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$311K - $330K
|
7.76K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.52KNew |
$262K - $278K
|
6.52K
$304K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.97KNew |
$239K - $254K
|
5.97K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.22KNew |
$210K - $222K
|
5.22K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.44KNew |
$138K - $146K
|
3.44K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$40.1K - $42.6K
|
1K
$46.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
213New |
$8.54K - $9.07K
|
213
$9.93K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$762 - $809
|
19
$886
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.71MNew |
$66.1M - $70.6M
|
1.71M
$79.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16.7KNew |
$644K - $688K
|
16.7K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 13.83% |
$532K - $568K
|
114K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.8K+ 13.95% |
$378K - $404K
|
80K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.11KNew |
$313K - $334K
|
8.11K
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.28KNew |
$242K - $259K
|
6.28K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.94KNew |
$229K - $245K
|
5.94K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.37KNew |
$130K - $139K
|
3.37K
$157K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.09KNew |
$119K - $128K
|
3.09K
$144K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.28K+ 20.79% |
$49.3K - $52.6K
|
7.42K
$346K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
17New |
$656 - $701
|
17
$792
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
77.3KNew |
$2.62M - $3.02M
|
77.3K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60.9KNew |
$2.06M - $2.38M
|
60.9K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$625K - $720K
|
18.5K
$860K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.6KNew |
$594K - $685K
|
17.6K
$818K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.5KNew |
$424K - $489K
|
12.5K
$584K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.25KNew |
$279K - $322K
|
8.25K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
7.65KNew |
$259K - $299K
|
7.65K
$357K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.34KNew |
$249K - $286K
|
7.34K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.9KNew |
$234K - $269K
|
6.9K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.6KNew |
$223K - $258K
|
6.6K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
6.32KNew |
$214K - $247K
|
6.32K
$294K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.03KNew |
$204K - $235K
|
6.03K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.88KNew |
$199K - $229K
|
5.88K
$274K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$47.5K - $54.8K
|
1.4K
$65.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
853+ 14.81% |
$28.9K - $33.3K
|
6.61K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
325New |
$11K - $12.7K
|
325
$15.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
173New |
$5.86K - $6.75K
|
173
$8.06K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.35K - $1.56K
|
40
$1.86K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$576 - $664
|
17
$792
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.18KNew |
$307K - $331K
|
9.18K
$428K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28KNew |
$210K - $226K
|
6.28K
$293K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16.7KNew |
$527K - $565K
|
16.7K
$777K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11KNew |
$347K - $373K
|
11K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$324K - $347K
|
10.2K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.62KNew |
$209K - $224K
|
6.62K
$309K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.07K+ 10.13% |
$160K - $172K
|
55.1K
$2.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
193New |
$6.09K - $6.54K
|
193
$9K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 67.35% |
$351K - $393K
|
29.5K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
11KNew |
$326K - $364K
|
11K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.63KNew |
$77.7K - $87K
|
2.63K
$122K
|
|