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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
24.9K+ 57.02% |
$596K - $730K
|
68.5K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.8K- 13.01% |
$402K - $493K
|
112K
$3.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.8K+ 26.9% |
$163K - $200K
|
32.1K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.72K- 8.65% |
$185K - $227K
|
81.5K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.25K+ 1.57% |
$30K - $36.7K
|
81.1K
$2.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.71K- 8.56% |
$209K - $256K
|
93K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.41K- 29.13% |
$130K - $159K
|
13.2K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20+ 0.24% |
$479 - $587
|
8.38K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
222+ 0.74% |
$5.32K - $6.51K
|
30.1K
$942K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.73K+ 254.25% |
$161K - $197K
|
9.37K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.37K+ 15.6% |
$105K - $128K
|
32.4K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
742+ 12.06% |
$17.8K - $21.8K
|
6.89K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.1K- 28.51% |
$697K - $854K
|
72.9K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.3K- 8.23% |
$343K - $420K
|
159K
$4.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 0.94% |
$18K - $22K
|
79.3K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42K+ 12.32% |
$33.9K - $41.6K
|
12.9K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
450+ 2.49% |
$10.8K - $13.2K
|
18.5K
$578K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.16K- 39.23% |
$148K - $181K
|
9.55K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145New |
$3.47K - $4.25K
|
145
$4.53K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-500- 4.53% |
$12K - $14.7K
|
10.5K
$330K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$7.19K - $8.8K
|
300
$9.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
126+ 0.83% |
$3.02K - $3.7K
|
15.3K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-26- 0.06% |
$623 - $763
|
41.8K
$1.31M
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
14.4KNew |
$374K - $410K
|
14.4K
$449K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.77KNew |
$229K - $250K
|
8.77K
$274K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$6.52K - $7.14K
|
250
$7.81K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.19K- 14.91% |
$57.1K - $62.5K
|
12.5K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-256- 74.64% |
$6.67K - $7.31K
|
87
$2.72K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.59K+ 20.16% |
$41.5K - $45.4K
|
9.48K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.99K+ 48.41% |
$51.9K - $56.8K
|
6.1K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
762+ 6.37% |
$19.9K - $21.7K
|
12.7K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$265K - $290K
|
10.2K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.2K- 73.81% |
$1.41M - $1.55M
|
19.2K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 27.2% |
$78.2K - $85.6K
|
8.03K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
329New |
$8.57K - $9.39K
|
329
$10.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.54KNew |
$144K - $158K
|
5.54K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.82% |
$156 - $171
|
723
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.72K+ 10.99% |
$123K - $135K
|
47.6K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.49K- 9.16% |
$38.8K - $42.5K
|
14.8K
$461K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-87- 1.07% |
$2.27K - $2.48K
|
8.02K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
180+ 1.39% |
$4.69K - $5.14K
|
13.1K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
57+ 7.12% |
$1.49K - $1.63K
|
857
$26.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-450- 2.78% |
$11.7K - $12.8K
|
15.8K
$492K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.84KNew |
$73.9K - $80.9K
|
2.84K
$88.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
439KNew |
$11.4M - $12.5M
|
439K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.92K- 37.89% |
$128K - $140K
|
8.06K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
164+ 1.27% |
$4.27K - $4.68K
|
13K
$407K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.46K+ 107716.67% |
$168K - $184K
|
6.47K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
175+ 1.21% |
$4.56K - $4.99K
|
14.6K
$457K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9KNew |
$239K - $253K
|
9K
$281K
|
|