Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-152K- 87.4% |
$5.15M - $5.36M
|
21.9K
$790K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.8K- 3.85% |
$2.23M - $2.32M
|
1.64M
$59.3M
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-12.6K- 20.25% |
$427K - $445K
|
49.7K
$1.79M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.4K- 4.83% |
$419K - $436K
|
243K
$8.78M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.2K- 24.66% |
$346K - $361K
|
31.2K
$1.13M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.7K- 40.15% |
$329K - $342K
|
14.5K
$522K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.26K- 45.65% |
$280K - $291K
|
9.83K
$355K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.81K- 13.9% |
$265K - $275K
|
48.4K
$1.74M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.38K- 15.67% |
$216K - $225K
|
34.3K
$1.24M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.71K- 1.68% |
$194K - $202K
|
335K
$12.1M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.92K- 14.44% |
$133K - $138K
|
23.2K
$837K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.06K- 3.61% |
$104K - $108K
|
81.6K
$2.94M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.86K- 15.54% |
$96.8K - $101K
|
15.5K
$560K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.11K- 1.16% |
$71.4K - $74.3K
|
179K
$6.46M
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-837- 5.16% |
$28.4K - $29.5K
|
15.4K
$555K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-802- 1.16% |
$27.2K - $28.3K
|
68.1K
$2.46M
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-510- 5.3% |
$17.3K - $18K
|
9.11K
$329K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-506- 0.69% |
$17.1K - $17.8K
|
73.1K
$2.64M
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-493- 0.12% |
$16.7K - $17.4K
|
426K
$15.4M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-200- 1.25% |
$6.78K - $7.05K
|
15.8K
$568K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-138- 1.82% |
$4.68K - $4.87K
|
7.43K
$268K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-124- 1.32% |
$4.2K - $4.37K
|
9.29K
$335K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.03% |
$339 - $353
|
30.3K
$1.09M
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 0.15% |
$305 - $317
|
5.9K
$213K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.66K- 13.24% |
$86.3K - $90.6K
|
17.4K
$628K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.47K- 3.01% |
$80.1K - $84.2K
|
79.4K
$2.86M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.68K- 27.45% |
$54.4K - $57.2K
|
4.43K
$160K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.47K- 1.96% |
$47.6K - $50K
|
73.5K
$2.65M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 2.66% |
$10.9K - $11.5K
|
12.3K
$445K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.7K- 88.09% |
$444K - $454K
|
1.85K
$66.5K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.84K- 3.54% |
$59.8K - $61.1K
|
50.1K
$1.81M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.79K- 18.59% |
$58.4K - $59.6K
|
7.85K
$283K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-909- 45.22% |
$29.6K - $30.2K
|
1.1K
$39.7K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-400- 25.0% |
$13K - $13.3K
|
1.2K
$43.3K
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-56.7K- 72.35% |
$1.77M - $1.85M
|
21.7K
$782K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43K- 31.64% |
$1.34M - $1.4M
|
92.8K
$3.35M
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.7K- 66.55% |
$490K - $513K
|
7.9K
$285K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10.2K- 52.06% |
$317K - $332K
|
9.37K
$338K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-84- 0.9% |
$2.62K - $2.74K
|
9.26K
$334K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.48K- 77.16% |
$103K - $109K
|
1.03K
$37.1K
|
|
Q4 2022 | |||||||
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 24.0% |
$17.2K - $18.1K
|
1.9K
$68.5K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-79.2K- 88.17% |
$2.16M - $2.42M
|
10.6K
$383K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-16.1KClosed |
$439K - $491K
|
0
$0
|