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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
175+ 1.21% |
$4.56K - $4.99K
|
14.6K
$428K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
164+ 1.27% |
$4.27K - $4.68K
|
13K
$382K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
57+ 7.12% |
$1.49K - $1.63K
|
857
$25.1K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.8MNew |
$47.6M - $50.4M
|
1.8M
$52.6M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.7KNew |
$284K - $301K
|
10.7K
$313K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9KNew |
$239K - $253K
|
9K
$263K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.85K+ 80.59% |
$235K - $248K
|
19.8K
$580K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
7.75KNew |
$206K - $218K
|
7.75K
$227K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 1.49% |
$43.7K - $46.3K
|
112K
$3.29M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.54K+ 61.35% |
$40.9K - $43.3K
|
4.05K
$119K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.08KNew |
$28.7K - $30.4K
|
1.08K
$31.6K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 106.59% |
$629K - $678K
|
49.2K
$1.44M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.1KNew |
$473K - $510K
|
19.1K
$559K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 236.8% |
$138K - $149K
|
7.94K
$232K
|
|
Q2 2024 | |||||||
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22.5K+ 12.61% |
$539K - $587K
|
201K
$5.88M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.7KNew |
$398K - $434K
|
16.7K
$487K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$184K - $201K
|
7.7K
$225K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 34.77% |
$32.3K - $35.2K
|
5.23K
$153K
|
|
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
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
512K+ 110.27% |
$11.9M - $12.7M
|
976K
$28.6M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
111KNew |
$2.57M - $2.76M
|
111K
$3.24M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$944K - $1.01M
|
40.7K
$1.19M
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
39.3KNew |
$912K - $979K
|
39.3K
$1.15M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36.2K+ 25.03% |
$838K - $900K
|
181K
$5.29M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.6K+ 165.93% |
$756K - $812K
|
52.3K
$1.53M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.1KNew |
$512K - $550K
|
22.1K
$647K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 64.08% |
$507K - $545K
|
56K
$1.64M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.8KNew |
$389K - $418K
|
16.8K
$491K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.4KNew |
$311K - $334K
|
13.4K
$393K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.6K+ 92.43% |
$245K - $263K
|
22K
$643K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.53KNew |
$198K - $212K
|
8.53K
$250K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.73K+ 26.48% |
$86.6K - $93K
|
17.8K
$522K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3KNew |
$69.6K - $74.7K
|
3K
$87.8K
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.33K+ 32.06% |
$142K - $150K
|
26.1K
$763K
|
|
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
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32KNew |
$714K - $732K
|
32K
$938K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$329K - $359K
|
16.1K
$470K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$264K - $288K
|
12.9K
$377K
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
9KNew |
$184K - $202K
|
9K
$263K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63KNew |
$33.3K - $36.4K
|
1.63K
$47.6K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$10.2K - $11.2K
|
500
$14.6K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
346New |
$7.09K - $7.75K
|
346
$10.1K
|
|
Q1 2023 | |||||||
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.8KNew |
$232K - $266K
|
12.8K
$376K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$201K - $224K
|
11.4K
$332K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$197K - $220K
|
11.2K
$326K
|
|
Q3 2022 | |||||||
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
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
20.8KNew |
$425K - $493K
|
20.8K
$609K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1KNew |
$20.4K - $23.7K
|
1K
$29.3K
|