Latest Institutional Transactions on Ft Tr ETF Viii Ft Cboe Vest Us (DFEB)
This table provides information on the latest institutional transactions involving Ft Tr ETF Viii Ft Cboe Vest Us (DFEB) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.5KNew |
$454K - $481K
|
11.5K
$500K
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.2K+ 7.61% |
$47.2K - $50.1K
|
17K
$735K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
250+ 1.19% |
$9.83K - $10.4K
|
21.3K
$925K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133+ 14.46% |
$5.23K - $5.55K
|
1.05K
$45.6K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.06K- 11.24% |
$120K - $128K
|
24.2K
$1.05M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.8K- 15.54% |
$1.01M - $1.08M
|
140K
$6.07M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-55- 0.35% |
$2.16K - $2.3K
|
15.7K
$681K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
830+ 16.3% |
$32.6K - $34.6K
|
5.92K
$257K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
460New |
$18.1K - $19.2K
|
460
$19.9K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39.2K- 23.47% |
$1.54M - $1.64M
|
128K
$5.54M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-75- 0.85% |
$2.95K - $3.13K
|
8.71K
$377K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.7KNew |
$224K - $238K
|
5.7K
$247K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-140- 0.47% |
$5.51K - $5.84K
|
29.4K
$1.28M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.08K- 6.08% |
$239K - $254K
|
93.9K
$4.07M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.19K- 12.12% |
$165K - $175K
|
30.4K
$1.32M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-571- 2.18% |
$22.5K - $23.8K
|
25.7K
$1.11M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1KNew |
$711K - $755K
|
18.1K
$784K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.71K- 2.4% |
$185K - $197K
|
191K
$8.29M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116K- 37.64% |
$4.55M - $4.83M
|
192K
$8.31M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.2KNew |
$204K - $217K
|
5.2K
$225K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
744+ 9.84% |
$29.3K - $31.1K
|
8.31K
$360K
|
|
Q2 2024 | |||||||
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.84KNew |
$336K - $357K
|
8.84K
$383K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
760+ 11.08% |
$28.9K - $30.7K
|
7.62K
$330K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-600- 8.21% |
$22.8K - $24.2K
|
6.71K
$291K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.54K- 71.64% |
$58.6K - $62.2K
|
610
$26.4K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$560K - $595K
|
14.7K
$639K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.1KNew |
$194K - $206K
|
5.1K
$221K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-661- 5.71% |
$25.1K - $26.7K
|
10.9K
$473K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
114+ 2.1% |
$4.33K - $4.6K
|
5.54K
$240K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.43KNew |
$54.2K - $57.6K
|
1.43K
$61.8K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-55- 0.94% |
$2.09K - $2.22K
|
5.8K
$252K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
22New |
$836 - $888
|
22
$953
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.3KNew |
$201K - $214K
|
5.3K
$230K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-179- 2.98% |
$6.8K - $7.23K
|
5.82K
$252K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5KNew |
$190K - $202K
|
5K
$217K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
256New |
$9.73K - $10.3K
|
256
$11.1K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-74- 53.62% |
$2.81K - $2.99K
|
64
$2.77K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.17K+ 1865.29% |
$120K - $128K
|
3.34K
$145K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.15KNew |
$43.7K - $46.4K
|
1.15K
$49.8K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-270- 1.86% |
$10.3K - $10.9K
|
14.2K
$618K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
80+ 0.48% |
$3.04K - $3.23K
|
16.9K
$732K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.3KNew |
$201K - $214K
|
5.3K
$230K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4K- 36.36% |
$152K - $162K
|
7K
$303K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.08KNew |
$193K - $205K
|
5.08K
$220K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.47K- 2.41% |
$55.7K - $59.2K
|
59.3K
$2.57M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
741+ 2.98% |
$28.2K - $29.9K
|
25.6K
$1.11M
|
|
Q1 2024 | |||||||
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.6K+ 222.69% |
$1.22M - $1.28M
|
47.3K
$2.05M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.2K- 74.06% |
$606K - $635K
|
5.69K
$246K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.05K- 2.87% |
$39.1K - $41K
|
35.5K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.8K+ 146.25% |
$2.08M - $2.18M
|
93.9K
$4.07M
|