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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.81K- 7.87% |
$135K - $140K
|
44.6K
$1.67M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
657New |
$23.3K - $24.2K
|
657
$24.6K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.28K- 3.83% |
$293K - $305K
|
208K
$7.8M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.04K+ 339.26% |
$178K - $185K
|
6.52K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.62K- 1.88% |
$92.9K - $96.5K
|
137K
$5.12M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66New |
$2.34K - $2.43K
|
66
$2.47K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32KNew |
$82.1K - $85.2K
|
2.32K
$86.7K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.26K- 10.38% |
$80.1K - $83.2K
|
19.5K
$731K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-657- 14.46% |
$23.3K - $24.2K
|
3.89K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2K+ 36.92% |
$360K - $374K
|
37.7K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.87K- 33.09% |
$243K - $253K
|
13.9K
$520K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.85KNew |
$349K - $363K
|
9.85K
$369K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 4.3% |
$517K - $537K
|
354K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.6K+ 28.87% |
$1.23M - $1.27M
|
154K
$5.78M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
76+ 0.22% |
$2.69K - $2.8K
|
34.4K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-179K- 10.76% |
$6.34M - $6.59M
|
1.48M
$55.6M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-975- 13.4% |
$34.5K - $35.9K
|
6.3K
$236K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 10.4% |
$57.3K - $59.5K
|
13.9K
$522K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 24.04% |
$2.76M - $2.87M
|
403K
$15.1M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.5KNew |
$1.33M - $1.38M
|
37.5K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.05K- 2.1% |
$179K - $186K
|
235K
$8.8M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-300- 2.06% |
$10.6K - $11K
|
14.3K
$535K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 7.93% |
$51.1K - $53.1K
|
19.6K
$736K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.48K- 13.57% |
$87.9K - $91.3K
|
15.8K
$591K
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.08K- 6.49% |
$109K - $113K
|
44.3K
$1.66M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 33.43% |
$6.22M - $6.46M
|
700K
$26.2M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.46K- 10.48% |
$123K - $127K
|
29.6K
$1.11M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12- 0.02% |
$425 - $442
|
67.2K
$2.52M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.42K- 37.69% |
$121K - $126K
|
5.65K
$211K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-412- 2.37% |
$14.6K - $15.2K
|
17K
$636K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.3K- 17.62% |
$649K - $674K
|
85.7K
$3.21M
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-25- 0.17% |
$886 - $920
|
14.6K
$545K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.59K- 18.65% |
$56.2K - $58.4K
|
6.92K
$259K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.2KNew |
$679K - $705K
|
19.2K
$717K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-22.2K- 4.42% |
$785K - $816K
|
479K
$17.9M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98KNew |
$212K - $220K
|
5.98K
$224K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.32K- 97.44% |
$117K - $122K
|
87
$3.26K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.45KNew |
$229K - $237K
|
6.45K
$242K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 0.33% |
$39.8K - $41.3K
|
337K
$12.6M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.05K- 3.49% |
$37.3K - $38.7K
|
29.1K
$1.09M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-384- 34.13% |
$13.6K - $14.1K
|
741
$27.8K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.56K- 4.77% |
$268K - $278K
|
151K
$5.65M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.06K- 2.05% |
$37.6K - $39K
|
50.5K
$1.89M
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-19.5K- 4.63% |
$690K - $717K
|
401K
$15M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.07K- 1.19% |
$37.8K - $39.2K
|
88.4K
$3.31M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21K+ 10.34% |
$42.8K - $44.5K
|
12.9K
$483K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.91K- 12.58% |
$174K - $181K
|
34.1K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 16.15% |
$45.1K - $46.8K
|
6.61K
$248K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-845- 42.23% |
$29.9K - $31.1K
|
1.16K
$43.3K
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-452- 5.82% |
$16K - $16.6K
|
7.32K
$274K
|