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 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$264K - $288K
|
12.9K
$351K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$329K - $359K
|
16.1K
$438K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$10.2K - $11.2K
|
500
$13.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63KNew |
$33.3K - $36.4K
|
1.63K
$44.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$5.12K - $5.6K
|
250
$6.82K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
9KNew |
$184K - $202K
|
9K
$245K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
346New |
$7.09K - $7.75K
|
346
$9.43K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-321- 2.78% |
$6.57K - $7.19K
|
11.2K
$306K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3KNew |
$187K - $214K
|
10.3K
$281K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.8KNew |
$232K - $266K
|
12.8K
$350K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$197K - $220K
|
11.2K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$201K - $224K
|
11.4K
$309K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.22K- 31.4% |
$39.2K - $43.8K
|
4.84K
$132K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.28K- 1.92% |
$23.2K - $27.3K
|
65.5K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
121K+ 445.2% |
$2.19M - $2.58M
|
148K
$4.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
247New |
$4.48K - $5.28K
|
247
$6.73K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.1KClosed |
$184K - $228K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.91K- 48.96% |
$108K - $133K
|
6.16K
$168K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.22KClosed |
$168K - $208K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-530Closed |
$9.66K - $12K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-10.1KClosed |
$185K - $229K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$4.09K - $4.73K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-400Closed |
$8.18K - $9.47K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1KNew |
$20.4K - $23.7K
|
1K
$27.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-124Closed |
$2.53K - $2.94K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
20.8KNew |
$425K - $493K
|
20.8K
$567K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8.35KNew |
$184K - $198K
|
8.35K
$228K
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-191K- 82.19% |
$3.79M - $3.84M
|
41.4K
$1.13M
|
|