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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-211K- 95.44% |
$7.22M - $8.2M
|
10.1K
$391K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.07K+ 0.6% |
$70.9K - $80.5K
|
347K
$13.5M
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33- 0.43% |
$1.13K - $1.28K
|
7.59K
$295K
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-143- 2.48% |
$4.89K - $5.55K
|
5.62K
$218K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-138- 0.74% |
$4.72K - $5.36K
|
18.6K
$721K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105New |
$3.59K - $4.08K
|
105
$4.07K
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
131KNew |
$4.49M - $5.09M
|
131K
$5.09M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.04K- 7.41% |
$35.7K - $40.5K
|
13K
$506K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.07K- 1.8% |
$139K - $158K
|
222K
$8.63M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.37K- 23.2% |
$81.1K - $92.1K
|
7.85K
$304K
|
|
Q1 2025 | |||||||
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.55K- 19.97% |
$56.5K - $59.1K
|
6.23K
$242K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
80New |
$2.91K - $3.04K
|
80
$3.1K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
35.2KNew |
$1.28M - $1.34M
|
35.2K
$1.37M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-439- 5.66% |
$16K - $16.7K
|
7.32K
$284K
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.81K- 12.85% |
$66K - $69K
|
12.3K
$478K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
547+ 13.18% |
$19.9K - $20.8K
|
4.7K
$182K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
150New |
$5.46K - $5.71K
|
150
$5.82K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.94K+ 46.07% |
$216K - $226K
|
18.8K
$731K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.69K+ 35.61% |
$171K - $178K
|
17.9K
$693K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
105+ 0.85% |
$3.82K - $4K
|
12.5K
$483K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.11K- 7.59% |
$40.5K - $42.4K
|
13.6K
$526K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.77K+ 5.23% |
$319K - $334K
|
176K
$6.84M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17K- 23.05% |
$617K - $646K
|
56.7K
$2.2M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.6KNew |
$1.73M - $1.81M
|
47.6K
$1.85M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
43New |
$1.56K - $1.64K
|
43
$1.67K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
386+ 4.51% |
$14K - $14.7K
|
8.94K
$347K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 6.92% |
$404K - $423K
|
149K
$5.8M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-65- 0.42% |
$2.36K - $2.47K
|
15.3K
$595K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.44KClosed |
$307K - $321K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-348- 2.43% |
$12.7K - $13.2K
|
14K
$543K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-39- 0.67% |
$1.42K - $1.48K
|
5.77K
$224K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.3KNew |
$520K - $544K
|
14.3K
$555K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.41K- 1.07% |
$51.2K - $53.5K
|
130K
$5.03M
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-365- 5.9% |
$13.3K - $13.9K
|
5.83K
$226K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
16.7KNew |
$607K - $635K
|
16.7K
$648K
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
15K+ 2.1% |
$544K - $569K
|
726K
$28.2M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.67K- 2.28% |
$352K - $368K
|
414K
$16.1M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34.8K- 40.97% |
$1.27M - $1.33M
|
50.2K
$1.95M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
54+ 0.6% |
$1.96K - $2.05K
|
9.01K
$349K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.14K- 25.28% |
$114K - $119K
|
9.26K
$359K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-560- 0.83% |
$20.4K - $21.3K
|
66.7K
$2.59M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25K+ 28.29% |
$910K - $952K
|
113K
$4.4M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.44K+ 13.17% |
$125K - $131K
|
29.5K
$1.14M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.36K- 2.69% |
$268K - $280K
|
267K
$10.3M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13K- 82.49% |
$472K - $494K
|
2.75K
$107K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.03% |
$364 - $381
|
28.9K
$1.12M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.5K- 39.07% |
$455K - $476K
|
19.5K
$757K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.7K- 31.88% |
$569K - $595K
|
33.4K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.25K- 9.88% |
$155K - $162K
|
38.7K
$1.5M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.23K- 16.62% |
$44.9K - $46.9K
|
6.19K
$240K
|