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, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
367New |
$11.9K - $12.2K
|
367
$13.7K
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$232K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9KNew |
$341K - $357K
|
10.9K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.59M+ 2974.82% |
$143M - $150M
|
4.74M
$177M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-84- 0.9% |
$2.62K - $2.74K
|
9.26K
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.7K- 66.55% |
$490K - $513K
|
7.9K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$232K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-56.7K- 72.35% |
$1.77M - $1.85M
|
21.7K
$808K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10.2K- 52.06% |
$317K - $332K
|
9.37K
$349K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$510K - $538K
|
17.2K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.7K+ 9.89% |
$139K - $147K
|
52.2K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$889 - $937
|
30
$1.12K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.48K- 77.16% |
$103K - $109K
|
1.03K
$38.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22KNew |
$65.9K - $69.4K
|
2.22K
$83K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
340New |
$10.1K - $10.6K
|
340
$12.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24.4KNew |
$722K - $761K
|
24.4K
$909K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$421K - $460K
|
15.3K
$570K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
10.5KNew |
$290K - $318K
|
10.5K
$393K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.38KNew |
$92.9K - $102K
|
3.38K
$126K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 24.0% |
$16.5K - $18.1K
|
1.9K
$70.9K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-16.1KClosed |
$439K - $491K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-79.2K- 88.17% |
$2.16M - $2.42M
|
10.6K
$396K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.37K+ 5.13% |
$68.6K - $73.1K
|
48.5K
$1.81M
|
|