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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.23K- 16.62% |
$44.9K - $46.9K
|
6.19K
$240K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62.6K- 15.01% |
$2.28M - $2.38M
|
355K
$13.8M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.16K- 17.53% |
$78.7K - $82.3K
|
10.2K
$395K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-1.17K- 7.57% |
$42.4K - $44.4K
|
14.2K
$552K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 16.42% |
$698K - $730K
|
136K
$5.28M
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
12.8KNew |
$465K - $487K
|
12.8K
$496K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 0.31% |
$1.13K - $1.18K
|
9.83K
$381K
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-30.6K- 17.87% |
$1.11M - $1.16M
|
141K
$5.46M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
600+ 4.86% |
$21.8K - $22.8K
|
13K
$502K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$5.28K - $5.52K
|
145
$5.63K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 21.98% |
$4.14M - $4.24M
|
400K
$15.5M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.9KNew |
$656K - $671K
|
17.9K
$693K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.5K+ 482.62% |
$1.75M - $1.79M
|
57.4K
$2.23M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
92.6K+ 3493.51% |
$3.4M - $3.48M
|
95.2K
$3.69M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$414K - $423K
|
11.3K
$438K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.65KNew |
$207K - $212K
|
5.65K
$219K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-285- 24.65% |
$10.5K - $10.7K
|
871
$33.8K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-768- 12.19% |
$28.2K - $28.8K
|
5.53K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
776New |
$28.5K - $29.1K
|
776
$30.1K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
102KNew |
$3.76M - $3.84M
|
102K
$3.97M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18- 0.31% |
$661 - $676
|
5.86K
$227K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
480New |
$17.6K - $18K
|
480
$18.6K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.57K- 20.51% |
$94.4K - $96.6K
|
9.97K
$387K
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-958- 6.58% |
$35.2K - $36K
|
13.6K
$527K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-916- 13.86% |
$33.6K - $34.4K
|
5.69K
$221K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
849+ 0.69% |
$31.2K - $31.9K
|
123K
$4.79M
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
95.2KNew |
$3.5M - $3.58M
|
95.2K
$3.69M
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.32K- 18.02% |
$48.4K - $49.5K
|
6K
$233K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.4KNew |
$198K - $203K
|
5.4K
$209K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-24.5K- 71.81% |
$899K - $919K
|
9.61K
$373K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82.4K- 93.29% |
$3.03M - $3.1M
|
5.93K
$230K
|
|
Q3 2024 | |||||||
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 40.78% |
$106K - $110K
|
4.36K
$169K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-657- 14.46% |
$23.3K - $24.2K
|
3.89K
$151K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32KNew |
$82.1K - $85.2K
|
2.32K
$89.9K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66New |
$2.34K - $2.43K
|
66
$2.56K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-412- 2.37% |
$14.6K - $15.2K
|
17K
$659K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.42K- 37.69% |
$121K - $126K
|
5.65K
$219K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.2KNew |
$679K - $705K
|
19.2K
$743K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98KNew |
$212K - $220K
|
5.98K
$232K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.45KNew |
$229K - $237K
|
6.45K
$250K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.32K- 97.44% |
$117K - $122K
|
87
$3.38K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-384- 34.13% |
$13.6K - $14.1K
|
741
$28.8K
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
18.8KNew |
$666K - $692K
|
18.8K
$730K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.2K+ 63.62% |
$320K - $332K
|
23.7K
$918K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.55KNew |
$193K - $200K
|
5.55K
$215K
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.2K- 13.07% |
$76.6K - $79.4K
|
14.6K
$568K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.8K- 36.03% |
$132K - $137K
|
6.75K
$262K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.6KNew |
$1.79M - $1.86M
|
51.6K
$2M
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-473- 7.86% |
$16.4K - $17.1K
|
5.55K
$215K
|
|
Q1 2024 | |||||||
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-529KClosed |
$17.9M - $18.7M
|
0
$0
|