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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.9K- 8.88% |
$1.31M - $1.36M
|
379K
$14.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.55K- 7.41% |
$55K - $57.2K
|
19.4K
$724K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.12K- 6.21% |
$288K - $299K
|
123K
$4.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.25K+ 76.72% |
$186K - $193K
|
12.1K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-550- 4.2% |
$19.5K - $20.2K
|
12.5K
$468K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-38- 0.46% |
$1.35K - $1.4K
|
8.29K
$309K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-55- 0.46% |
$1.95K - $2.02K
|
12K
$449K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 26.28% |
$72.4K - $75.2K
|
9.82K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
18.8KNew |
$666K - $692K
|
18.8K
$702K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.2K+ 63.62% |
$320K - $332K
|
23.7K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.1KNew |
$593K - $615K
|
17.1K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.55KNew |
$193K - $200K
|
5.55K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.8K- 36.03% |
$132K - $137K
|
6.75K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.2K- 13.07% |
$76.6K - $79.4K
|
14.6K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.6KNew |
$1.79M - $1.86M
|
51.6K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6KNew |
$195K - $202K
|
5.6K
$209K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 17.68% |
$54.9K - $57K
|
7.36K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-473- 7.86% |
$16.4K - $17.1K
|
5.55K
$207K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.88KNew |
$204K - $212K
|
5.88K
$219K
|
|
| Q1 2024 | |||||||
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-529KClosed |
$17.9M - $18.7M
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42Closed |
$1.42K - $1.48K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.64KNew |
$259K - $269K
|
7.64K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 8733.33% |
$88.8K - $92.4K
|
2.65K
$98.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.11K- 1.16% |
$71.4K - $74.3K
|
179K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 13.19% |
$96.8K - $101K
|
24.5K
$915K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-138- 1.82% |
$4.68K - $4.87K
|
7.43K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.02K - $1.06K
|
30
$1.12K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19.2KNew |
$649K - $676K
|
19.2K
$715K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.65KNew |
$55.9K - $58.2K
|
1.65K
$61.6K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.41KNew |
$251K - $261K
|
7.41K
$276K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.06K- 3.61% |
$104K - $108K
|
81.6K
$3.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 0.15% |
$305 - $317
|
5.9K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.26K- 45.65% |
$280K - $291K
|
9.83K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-124- 1.32% |
$4.2K - $4.37K
|
9.29K
$347K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.94K+ 96.94% |
$167K - $174K
|
10K
$374K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25KNew |
$849K - $883K
|
25K
$934K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$4.91K - $5.11K
|
145
$5.41K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6KNew |
$84.5K - $88.7K
|
2.6K
$97K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.56K+ 4.75% |
$50.7K - $53.3K
|
34.4K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 2.66% |
$10.9K - $11.5K
|
12.3K
$460K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.57K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.09K+ 7.43% |
$35.4K - $37.2K
|
15.8K
$588K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.91KNew |
$192K - $202K
|
5.91K
$220K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.47K- 1.96% |
$47.6K - $50K
|
73.5K
$2.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
550+ 4.06% |
$17.9K - $18.8K
|
14.1K
$526K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$32.5K - $33.2K
|
1K
$37.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
583New |
$19K - $19.4K
|
583
$21.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.7K- 88.09% |
$444K - $454K
|
1.85K
$68.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-400- 25.0% |
$13K - $13.3K
|
1.2K
$44.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.84K- 3.54% |
$59.8K - $61.1K
|
50.1K
$1.87M
|
|