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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.3K- 8.23% |
$343K - $420K
|
159K
$4.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42K+ 12.32% |
$33.9K - $41.6K
|
12.9K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 0.94% |
$18K - $22K
|
79.3K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.16K- 39.23% |
$148K - $181K
|
9.55K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
450+ 2.49% |
$10.8K - $13.2K
|
18.5K
$541K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-500- 4.53% |
$12K - $14.7K
|
10.5K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145New |
$3.47K - $4.25K
|
145
$4.24K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$7.19K - $8.8K
|
300
$8.78K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-976- 11.14% |
$23.4K - $28.6K
|
7.79K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
126+ 0.83% |
$3.02K - $3.7K
|
15.3K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 0.86% |
$1.68K - $2.05K
|
8.06K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-26- 0.06% |
$623 - $763
|
41.8K
$1.22M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$6.52K - $7.14K
|
250
$7.32K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
57.9KNew |
$1.51M - $1.65M
|
57.9K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.77KNew |
$254K - $279K
|
9.77K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.18K+ 46.58% |
$213K - $233K
|
25.7K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.19K- 14.91% |
$57.1K - $62.5K
|
12.5K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2K+ 18.87% |
$52.1K - $57.1K
|
12.6K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.37K+ 32.46% |
$244K - $267K
|
38.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.1K+ 215.89% |
$1.05M - $1.15M
|
58.7K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.59K+ 20.16% |
$41.5K - $45.4K
|
9.48K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-256- 74.64% |
$6.67K - $7.31K
|
87
$2.55K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
32.9K+ 306.06% |
$857K - $938K
|
43.6K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.8K- 8.04% |
$595K - $652K
|
261K
$7.64M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.13K- 2.34% |
$55.5K - $60.8K
|
88.7K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3K+ 29.19% |
$347K - $380K
|
58.9K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.2K- 73.81% |
$1.41M - $1.55M
|
19.2K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.19KClosed |
$83K - $90.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$265K - $290K
|
10.2K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
762+ 6.37% |
$19.9K - $21.7K
|
12.7K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.99K+ 48.41% |
$51.9K - $56.8K
|
6.1K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
329New |
$8.57K - $9.39K
|
329
$9.63K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
146K+ 7.86% |
$3.8M - $4.17M
|
2M
$58.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.3K- 4.67% |
$86K - $94.2K
|
67.4K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 27.2% |
$78.2K - $85.6K
|
8.03K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.9K+ 4.59% |
$362K - $396K
|
316K
$9.26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.54KNew |
$144K - $158K
|
5.54K
$162K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
6.06K+ 795.67% |
$158K - $173K
|
6.83K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 22.62% |
$1.31M - $1.44M
|
273K
$7.98M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.82% |
$156 - $171
|
723
$21.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.72K+ 10.99% |
$123K - $135K
|
47.6K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.49K- 9.16% |
$38.8K - $42.5K
|
14.8K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
58.8KNew |
$1.53M - $1.68M
|
58.8K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.36K+ 12.81% |
$35.5K - $38.8K
|
12K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-66- 0.78% |
$1.72K - $1.88K
|
8.36K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11.8K+ 36.87% |
$307K - $336K
|
43.7K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 1.59% |
$41.5K - $45.4K
|
102K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
146K+ 154.92% |
$3.81M - $4.18M
|
241K
$7.05M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13K- 10.77% |
$339K - $371K
|
108K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-87- 1.07% |
$2.27K - $2.48K
|
8.02K
$235K
|
|