Latest Institutional Purchases of First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Cboe Ve (QDEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
342K+ 123.28% |
$8.47M - $9.13M
|
619K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.3K+ 38.49% |
$1.62M - $1.74M
|
235K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 106.59% |
$629K - $678K
|
49.2K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.1KNew |
$473K - $510K
|
19.1K
$524K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.2K+ 15.96% |
$377K - $407K
|
111K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 236.8% |
$138K - $149K
|
7.94K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.35K+ 28.22% |
$133K - $143K
|
24.3K
$666K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 5.04% |
$116K - $125K
|
97.9K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 12.31% |
$79.5K - $85.7K
|
29.3K
$802K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.28K+ 26.67% |
$56.4K - $60.7K
|
10.8K
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.58K+ 343.26% |
$39.1K - $42.2K
|
2.04K
$55.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34KNew |
$33.3K - $35.9K
|
1.34K
$36.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.17K+ 10.79% |
$28.9K - $31.1K
|
12K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
335+ 5.46% |
$8.3K - $8.94K
|
6.47K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 0.15% |
$2.63K - $2.83K
|
71.1K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 2.03% |
$1.24K - $1.34K
|
2.51K
$68.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
46+ 6.73% |
$1.14K - $1.23K
|
729
$20K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
71.4KNew |
$1.71M - $1.86M
|
71.4K
$1.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22.5K+ 12.61% |
$539K - $587K
|
201K
$5.51M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.7KNew |
$398K - $434K
|
16.7K
$456K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.89KNew |
$189K - $206K
|
7.89K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$184K - $201K
|
7.7K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 34.77% |
$32.3K - $35.2K
|
5.23K
$143K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
905+ 1.78% |
$21.6K - $23.6K
|
51.7K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
618New |
$14.8K - $16.1K
|
618
$16.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.39K - $2.61K
|
100
$2.74K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
512K+ 110.27% |
$11.9M - $12.7M
|
976K
$26.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
111KNew |
$2.57M - $2.76M
|
111K
$3.03M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$944K - $1.01M
|
40.7K
$1.12M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
39.3KNew |
$912K - $979K
|
39.3K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36.2K+ 25.03% |
$838K - $900K
|
181K
$4.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.6K+ 165.93% |
$756K - $812K
|
52.3K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.1KNew |
$512K - $550K
|
22.1K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 64.08% |
$507K - $545K
|
56K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.8KNew |
$389K - $418K
|
16.8K
$460K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.8K+ 134.84% |
$367K - $394K
|
27.6K
$755K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.4KNew |
$311K - $334K
|
13.4K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$253K - $272K
|
10.9K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7K+ 32.86% |
$248K - $267K
|
43.3K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.6K+ 92.43% |
$245K - $263K
|
22K
$602K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.53KNew |
$198K - $212K
|
8.53K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.31KNew |
$193K - $207K
|
8.31K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.73K+ 26.48% |
$86.6K - $93K
|
17.8K
$489K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3KNew |
$69.6K - $74.7K
|
3K
$82.2K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
614+ 17.56% |
$14.2K - $15.3K
|
4.11K
$113K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.33K+ 32.06% |
$142K - $150K
|
26.1K
$715K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.69KNew |
$105K - $111K
|
4.69K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
318+ 2.8% |
$7.13K - $7.54K
|
11.7K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41New |
$920 - $973
|
41
$1.12K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32KNew |
$714K - $732K
|
32K
$878K
|
|