Latest Institutional Transactions on First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest U (XDEC) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.31K- 2.96% |
$48.2K - $49.3K
|
43K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35M- 90.82% |
$49.5M - $50.6M
|
136K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$454K - $464K
|
12.4K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-141- 0.49% |
$5.18K - $5.29K
|
28.9K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.57K- 20.51% |
$94.4K - $96.6K
|
9.97K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.19KNew |
$227K - $232K
|
6.19K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
310K+ 77.12% |
$11.4M - $11.6M
|
711K
$26.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-958- 6.58% |
$35.2K - $36K
|
13.6K
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.4K- 24.43% |
$88K - $90K
|
7.42K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-916- 13.86% |
$33.6K - $34.4K
|
5.69K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
849+ 0.69% |
$31.2K - $31.9K
|
123K
$4.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.6K- 23.65% |
$3.07M - $3.14M
|
270K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.34K- 2.27% |
$196K - $200K
|
230K
$8.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-170- 1.7% |
$6.24K - $6.38K
|
9.86K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
95.2KNew |
$3.5M - $3.58M
|
95.2K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.38K- 6.91% |
$87.3K - $89.3K
|
32K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.09K- 36.49% |
$260K - $266K
|
12.3K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.09K+ 17.38% |
$76.8K - $78.5K
|
14.1K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
843+ 6.54% |
$30.9K - $31.7K
|
13.7K
$519K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.16K+ 16.76% |
$42.5K - $43.5K
|
8.08K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.32K- 18.02% |
$48.4K - $49.5K
|
6K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.4KNew |
$198K - $203K
|
5.4K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.68K+ 1.39% |
$172K - $176K
|
342K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-24.5K- 71.81% |
$899K - $919K
|
9.61K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.45K- 2.87% |
$53.2K - $54.4K
|
49.1K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82.4K- 93.29% |
$3.03M - $3.1M
|
5.93K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-464K- 96.78% |
$17M - $17.4M
|
15.4K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-55- 0.46% |
$2.02K - $2.07K
|
12K
$455K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 40.78% |
$106K - $110K
|
4.36K
$165K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.28K- 3.83% |
$293K - $305K
|
208K
$7.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
657New |
$23.3K - $24.2K
|
657
$24.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.81K- 7.87% |
$135K - $140K
|
44.6K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.04K+ 339.26% |
$178K - $185K
|
6.52K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.62K- 1.88% |
$92.9K - $96.5K
|
137K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66New |
$2.34K - $2.43K
|
66
$2.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32KNew |
$82.1K - $85.2K
|
2.32K
$87.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.26K- 10.38% |
$80.1K - $83.2K
|
19.5K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-657- 14.46% |
$23.3K - $24.2K
|
3.89K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2K+ 36.92% |
$360K - $374K
|
37.7K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.87K- 33.09% |
$243K - $253K
|
13.9K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.85KNew |
$349K - $363K
|
9.85K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.6K+ 28.87% |
$1.23M - $1.27M
|
154K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 10.4% |
$57.3K - $59.5K
|
13.9K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-975- 13.4% |
$34.5K - $35.9K
|
6.3K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 24.04% |
$2.76M - $2.87M
|
403K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.5KNew |
$1.33M - $1.38M
|
37.5K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-300- 2.06% |
$10.6K - $11K
|
14.3K
$540K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 7.93% |
$51.1K - $53.1K
|
19.6K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.48K- 13.57% |
$87.9K - $91.3K
|
15.8K
$597K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 33.43% |
$6.22M - $6.46M
|
700K
$26.5M
|
|