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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-125K- 43.44% |
$3.09M - $3.33M
|
163K
$4.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.67K- 5.79% |
$41.3K - $44.5K
|
27.1K
$794K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.35K- 12.87% |
$33.5K - $36.1K
|
9.14K
$268K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.1KNew |
$473K - $510K
|
19.1K
$559K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.7KNew |
$398K - $434K
|
16.7K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 34.77% |
$32.3K - $35.2K
|
5.23K
$153K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.78K- 14.91% |
$42.5K - $46.4K
|
10.1K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
905+ 1.78% |
$21.6K - $23.6K
|
51.7K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.42K- 9.27% |
$33.9K - $37K
|
13.9K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$184K - $201K
|
7.7K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.86K- 19.47% |
$44.5K - $48.5K
|
7.7K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22.5K+ 12.61% |
$539K - $587K
|
201K
$5.88M
|
|
| Q1 2024 | |||||||
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
39.3KNew |
$912K - $979K
|
39.3K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
512K+ 110.27% |
$11.9M - $12.7M
|
976K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 64.08% |
$507K - $545K
|
56K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.73K+ 26.48% |
$86.6K - $93K
|
17.8K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.1KNew |
$512K - $550K
|
22.1K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.8KNew |
$389K - $418K
|
16.8K
$491K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.6K+ 92.43% |
$245K - $263K
|
22K
$643K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$944K - $1.01M
|
40.7K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36.2K+ 25.03% |
$838K - $900K
|
181K
$5.29M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3KNew |
$69.6K - $74.7K
|
3K
$87.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.6K+ 165.93% |
$756K - $812K
|
52.3K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.53KNew |
$198K - $212K
|
8.53K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.4KNew |
$311K - $334K
|
13.4K
$393K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
111KNew |
$2.57M - $2.76M
|
111K
$3.24M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.69KNew |
$105K - $111K
|
4.69K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41New |
$920 - $973
|
41
$1.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.33K+ 32.06% |
$142K - $150K
|
26.1K
$763K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32KNew |
$714K - $732K
|
32K
$938K
|
|
| Q2 2023 | |||||||
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-23.6KClosed |
$482K - $527K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$264K - $288K
|
12.9K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$329K - $359K
|
16.1K
$470K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$10.2K - $11.2K
|
500
$14.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63KNew |
$33.3K - $36.4K
|
1.63K
$47.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
346New |
$7.09K - $7.75K
|
346
$10.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
9KNew |
$184K - $202K
|
9K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-321- 2.78% |
$6.57K - $7.19K
|
11.2K
$329K
|
|
| Q1 2023 | |||||||
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.8KNew |
$232K - $266K
|
12.8K
$376K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$197K - $220K
|
11.2K
$326K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$201K - $224K
|
11.4K
$332K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.22K- 31.4% |
$39.2K - $43.8K
|
4.84K
$142K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.28K- 1.92% |
$23.2K - $27.3K
|
65.5K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
121K+ 445.2% |
$2.19M - $2.58M
|
148K
$4.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
247New |
$4.48K - $5.28K
|
247
$7.23K
|
|
| 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
$180K
|
|
|
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
|
|