Latest Institutional Transactions on First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Cboe Ve (QDEC) 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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-674- 3.04% |
$16.1K - $17.6K
|
21.5K
$574K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-360K- 31.17% |
$8.61M - $9.38M
|
794K
$21.2M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-22K- 8.53% |
$525K - $573K
|
235K
$6.28M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.7KNew |
$398K - $434K
|
16.7K
$444K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.12K- 2.72% |
$26.7K - $29.1K
|
40K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04M- 86.03% |
$25M - $27.2M
|
170K
$4.52M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
71.4KNew |
$1.71M - $1.86M
|
71.4K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 34.77% |
$32.3K - $35.2K
|
5.23K
$140K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-600- 4.27% |
$14.4K - $15.6K
|
13.5K
$359K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28K+ 39.85% |
$669K - $730K
|
98.2K
$2.62M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.36KNew |
$56.4K - $61.4K
|
2.36K
$62.9K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.5K- 39.73% |
$299K - $326K
|
19K
$506K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.92K- 10.53% |
$93.7K - $102K
|
33.3K
$889K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-164K- 91.25% |
$3.93M - $4.29M
|
15.8K
$420K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
350+ 1.36% |
$8.37K - $9.12K
|
26.1K
$695K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.75K+ 1.42% |
$233K - $254K
|
696K
$18.6M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.33K+ 5.78% |
$79.5K - $86.7K
|
60.9K
$1.62M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.82K- 2.14% |
$43.5K - $47.4K
|
83.3K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-278- 1.52% |
$6.65K - $7.25K
|
18.1K
$482K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 117.96% |
$308K - $336K
|
23.8K
$635K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-116- 0.12% |
$2.77K - $3.02K
|
93.8K
$2.5M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.83K+ 25.68% |
$91.5K - $99.7K
|
18.7K
$500K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-86K- 56.99% |
$2.06M - $2.24M
|
64.9K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.39K - $2.61K
|
100
$2.67K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$209K - $227K
|
8.73K
$233K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.67K- 46.75% |
$207K - $226K
|
9.88K
$264K
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.78K- 14.91% |
$42.5K - $46.4K
|
10.1K
$271K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 0.93% |
$26.9K - $29.3K
|
122K
$3.24M
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
905+ 1.78% |
$21.6K - $23.6K
|
51.7K
$1.38M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 144.84% |
$3.92M - $4.28M
|
277K
$7.4M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.61K- 12.48% |
$62.5K - $68.1K
|
18.3K
$489K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-470- 5.39% |
$11.2K - $12.3K
|
8.25K
$220K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.42K- 9.27% |
$33.9K - $37K
|
13.9K
$370K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.44K+ 1444.0% |
$34.5K - $37.6K
|
1.54K
$41.2K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-931- 5.02% |
$22.3K - $24.3K
|
17.6K
$470K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.5K- 14.13% |
$801K - $873K
|
204K
$5.43M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-618- 2.02% |
$14.8K - $16.1K
|
29.9K
$798K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
618New |
$14.8K - $16.1K
|
618
$16.5K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$184K - $201K
|
7.7K
$205K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-827- 0.64% |
$19.8K - $21.6K
|
129K
$3.45M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-90.4K- 47.46% |
$2.16M - $2.36M
|
100K
$2.67M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.6K- 10.06% |
$1.07M - $1.16M
|
399K
$10.6M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.89KNew |
$189K - $206K
|
7.89K
$211K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.29K- 6.07% |
$78.7K - $85.7K
|
50.9K
$1.36M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2K- 8.06% |
$243K - $265K
|
116K
$3.09M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 72.81% |
$29.5K - $32.1K
|
460
$12.3K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-52.6K- 35.53% |
$1.26M - $1.37M
|
95.5K
$2.55M
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-18- 0.17% |
$431 - $469
|
10.8K
$288K
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.63K- 3.58% |
$111K - $121K
|
125K
$3.32M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
87+ 0.34% |
$2.08K - $2.27K
|
25.5K
$680K
|