Latest Institutional Purchases of First Tr ETF Viii Cboe Vest U (XDEC)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest U (XDEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 33.43% |
$6.22M - $6.46M
|
700K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 24.04% |
$2.76M - $2.87M
|
403K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.5KNew |
$1.33M - $1.38M
|
37.5K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.6K+ 28.87% |
$1.23M - $1.27M
|
154K
$5.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.2KNew |
$679K - $705K
|
19.2K
$711K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
18.8KNew |
$666K - $692K
|
18.8K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 4.3% |
$517K - $537K
|
354K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2K+ 36.92% |
$360K - $374K
|
37.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.85KNew |
$349K - $363K
|
9.85K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.45KNew |
$229K - $237K
|
6.45K
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98KNew |
$212K - $220K
|
5.98K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.25K+ 76.72% |
$186K - $193K
|
12.1K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.04K+ 339.26% |
$178K - $185K
|
6.52K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32KNew |
$82.1K - $85.2K
|
2.32K
$86K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 26.28% |
$72.4K - $75.2K
|
9.82K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 7.93% |
$51.1K - $53.1K
|
19.6K
$729K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21K+ 10.34% |
$42.8K - $44.5K
|
12.9K
$478K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 0.33% |
$39.8K - $41.3K
|
337K
$12.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
657New |
$23.3K - $24.2K
|
657
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
76+ 0.22% |
$2.69K - $2.8K
|
34.4K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66New |
$2.34K - $2.43K
|
66
$2.45K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.6KNew |
$1.79M - $1.86M
|
51.6K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.1KNew |
$593K - $615K
|
17.1K
$633K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.2K+ 63.62% |
$320K - $332K
|
23.7K
$879K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.88KNew |
$204K - $212K
|
5.88K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6KNew |
$195K - $202K
|
5.6K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.55KNew |
$193K - $200K
|
5.55K
$206K
|
|
| Q1 2024 | |||||||
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25KNew |
$849K - $883K
|
25K
$930K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19.2KNew |
$649K - $676K
|
19.2K
$712K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.64KNew |
$259K - $269K
|
7.64K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.41KNew |
$251K - $261K
|
7.41K
$275K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.94K+ 96.94% |
$167K - $174K
|
10K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 13.19% |
$96.8K - $101K
|
24.5K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 8733.33% |
$88.8K - $92.4K
|
2.65K
$98.4K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.65KNew |
$55.9K - $58.2K
|
1.65K
$61.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$4.91K - $5.11K
|
145
$5.38K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.02K - $1.06K
|
30
$1.11K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.91KNew |
$192K - $202K
|
5.91K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6KNew |
$84.5K - $88.7K
|
2.6K
$96.5K
|
|
|
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
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.09K+ 7.43% |
$35.4K - $37.2K
|
15.8K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
550+ 4.06% |
$17.9K - $18.8K
|
14.1K
$524K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.56K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$32.5K - $33.2K
|
1K
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
583New |
$19K - $19.4K
|
583
$21.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
367New |
$11.9K - $12.2K
|
367
$13.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.59M+ 2974.82% |
$143M - $150M
|
4.74M
$176M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9KNew |
$341K - $357K
|
10.9K
$406K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$231K
|
|