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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-425- 4.21% |
$11.1K - $12.1K
|
9.68K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.6K+ 11.13% |
$1.27M - $1.39M
|
486K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.82K+ 61.03% |
$152K - $166K
|
15.3K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 22.48% |
$40K - $43.8K
|
5.29K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 5.19% |
$38.5K - $42.1K
|
29.9K
$876K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-398- 3.68% |
$10.4K - $11.4K
|
10.4K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
12.9K+ 36.84% |
$337K - $369K
|
48K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-51- 0.1% |
$1.33K - $1.46K
|
52.6K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
266K+ 227.71% |
$6.93M - $7.59M
|
383K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.64K- 3.2% |
$68.8K - $75.3K
|
79.9K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.4K- 73.53% |
$167K - $183K
|
2.3K
$67.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
180+ 1.39% |
$4.69K - $5.14K
|
13.1K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.7K+ 221.64% |
$513K - $562K
|
28.6K
$837K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
57+ 7.12% |
$1.49K - $1.63K
|
857
$25.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.8K+ 30.37% |
$542K - $593K
|
89.2K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-10.4K- 5.77% |
$270K - $296K
|
169K
$4.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-450- 2.78% |
$11.7K - $12.8K
|
15.8K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.65KNew |
$68.9K - $75.5K
|
2.65K
$77.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.95K+ 5.1% |
$129K - $141K
|
102K
$2.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.4K+ 191.57% |
$480K - $525K
|
28K
$820K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.7K+ 112.16% |
$201K - $220K
|
14.6K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.84KNew |
$73.9K - $80.9K
|
2.84K
$83K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
439KNew |
$11.4M - $12.5M
|
439K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.92K- 37.89% |
$128K - $140K
|
8.06K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.3KNew |
$659K - $722K
|
25.3K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.11K+ 5.82% |
$185K - $203K
|
129K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.3K+ 178.33% |
$347K - $380K
|
20.8K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
6.15KNew |
$160K - $176K
|
6.15K
$180K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
185+ 0.74% |
$4.82K - $5.28K
|
25.2K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
164+ 1.27% |
$4.27K - $4.68K
|
13K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
55.3K+ 59.18% |
$1.44M - $1.58M
|
149K
$4.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
175+ 1.21% |
$4.56K - $4.99K
|
14.6K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.46K+ 107716.67% |
$168K - $184K
|
6.47K
$189K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-184K- 19.84% |
$4.88M - $5.16M
|
742K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9KNew |
$239K - $253K
|
9K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.8MNew |
$47.6M - $50.4M
|
1.8M
$52.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.04K- 8.9% |
$80.6K - $85.4K
|
31.1K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-65.7K- 78.85% |
$1.74M - $1.84M
|
17.6K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 1.49% |
$43.7K - $46.3K
|
112K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.85K+ 80.59% |
$235K - $248K
|
19.8K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.7KNew |
$284K - $301K
|
10.7K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-485- 2.54% |
$12.9K - $13.6K
|
18.6K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.54K+ 61.35% |
$40.9K - $43.3K
|
4.05K
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
7.75KNew |
$206K - $218K
|
7.75K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.08KNew |
$28.7K - $30.4K
|
1.08K
$31.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 236.8% |
$138K - $149K
|
7.94K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 106.59% |
$629K - $678K
|
49.2K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.17K- 33.33% |
$178K - $191K
|
14.3K
$420K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-599- 38.8% |
$14.8K - $16K
|
945
$27.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-22.4K- 68.05% |
$554K - $597K
|
10.5K
$307K
|
|