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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.37K+ 15.6% |
$105K - $128K
|
32.4K
$961K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42K+ 12.32% |
$33.9K - $41.6K
|
12.9K
$383K
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
742+ 12.06% |
$17.8K - $21.8K
|
6.89K
$204K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
450+ 2.49% |
$10.8K - $13.2K
|
18.5K
$549K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$7.19K - $8.8K
|
300
$8.9K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145New |
$3.47K - $4.25K
|
145
$4.3K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
126+ 0.83% |
$3.02K - $3.7K
|
15.3K
$455K
|
|
Q1 2025 | |||||||
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
439KNew |
$11.4M - $12.5M
|
439K
$13M
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
266K+ 227.71% |
$6.93M - $7.59M
|
383K
$11.4M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
146K+ 154.92% |
$3.81M - $4.18M
|
241K
$7.14M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
146K+ 7.86% |
$3.8M - $4.17M
|
2M
$59.4M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
58.8KNew |
$1.53M - $1.68M
|
58.8K
$1.75M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
57.9KNew |
$1.51M - $1.65M
|
57.9K
$1.72M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
55.3K+ 59.18% |
$1.44M - $1.58M
|
149K
$4.41M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 22.62% |
$1.31M - $1.44M
|
273K
$8.09M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.6K+ 11.13% |
$1.27M - $1.39M
|
486K
$14.4M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.1K+ 215.89% |
$1.05M - $1.15M
|
58.7K
$1.74M
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
32.9K+ 306.06% |
$857K - $938K
|
43.6K
$1.29M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.3KNew |
$659K - $722K
|
25.3K
$750K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.8K+ 30.37% |
$542K - $593K
|
89.2K
$2.65M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.7K+ 221.64% |
$513K - $562K
|
28.6K
$848K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.9K+ 4.59% |
$362K - $396K
|
316K
$9.38M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3K+ 29.19% |
$347K - $380K
|
58.9K
$1.75M
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11.8K+ 36.87% |
$307K - $336K
|
43.7K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$265K - $290K
|
10.2K
$301K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.77KNew |
$254K - $279K
|
9.77K
$290K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.37K+ 32.46% |
$244K - $267K
|
38.2K
$1.13M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.18K+ 46.58% |
$213K - $233K
|
25.7K
$763K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.7K+ 112.16% |
$201K - $220K
|
14.6K
$432K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.11K+ 5.82% |
$185K - $203K
|
129K
$3.83M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.46K+ 107716.67% |
$168K - $184K
|
6.47K
$192K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
6.06K+ 795.67% |
$158K - $173K
|
6.83K
$202K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.82K+ 61.03% |
$152K - $166K
|
15.3K
$455K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.54KNew |
$144K - $158K
|
5.54K
$164K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.72K+ 10.99% |
$123K - $135K
|
47.6K
$1.41M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.84KNew |
$73.9K - $80.9K
|
2.84K
$84.1K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.65KNew |
$68.9K - $75.5K
|
2.65K
$78.5K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2K+ 18.87% |
$52.1K - $57.1K
|
12.6K
$374K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.99K+ 48.41% |
$51.9K - $56.8K
|
6.1K
$181K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.59K+ 20.16% |
$41.5K - $45.4K
|
9.48K
$281K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 1.59% |
$41.5K - $45.4K
|
102K
$3.02M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 5.19% |
$38.5K - $42.1K
|
29.9K
$887K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.36K+ 12.81% |
$35.5K - $38.8K
|
12K
$355K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
762+ 6.37% |
$19.9K - $21.7K
|
12.7K
$377K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
329New |
$8.57K - $9.39K
|
329
$9.76K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
180+ 1.39% |
$4.69K - $5.14K
|
13.1K
$389K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
175+ 1.21% |
$4.56K - $4.99K
|
14.6K
$434K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
164+ 1.27% |
$4.27K - $4.68K
|
13K
$387K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
57+ 7.12% |
$1.49K - $1.63K
|
857
$25.4K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.8MNew |
$47.6M - $50.4M
|
1.8M
$53.3M
|