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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
335New |
$11.2K - $11.8K
|
335
$15.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-162- 4.62% |
$5.42K - $5.73K
|
3.35K
$156K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.2KNew |
$623K - $653K
|
19.2K
$896K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.55% |
$65 - $68.1
|
46
$2.15K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.96K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
279New |
$9.06K - $9.51K
|
279
$13K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7.46KNew |
$242K - $254K
|
7.46K
$349K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 20.0% |
$65 - $68.1
|
8
$374
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.1% |
$18.9K - $19.8K
|
18.2K
$851K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
214+ 1.17% |
$6.95K - $7.29K
|
18.5K
$864K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.23KNew |
$40.4K - $42.1K
|
1.23K
$57.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$370K - $386K
|
11.3K
$528K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 0.04% |
$425 - $444
|
32K
$1.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$2.03K - $2.12K
|
62
$2.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 12.01% |
$45.2K - $47.2K
|
10.1K
$474K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 5.64% |
$4.02K - $4.2K
|
2.06K
$96.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-602- 3.51% |
$19.7K - $21.2K
|
16.5K
$773K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-263- 67.96% |
$8.59K - $9.27K
|
124
$5.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
815+ 1.57% |
$26.6K - $28.7K
|
52.7K
$2.47M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$16.3K - $17.6K
|
500
$23.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.52K- 25.28% |
$82.2K - $88.7K
|
7.44K
$348K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.01KNew |
$295K - $324K
|
9.01K
$421K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-175- 11.42% |
$5.73K - $6.29K
|
1.36K
$63.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-498- 6.92% |
$16.3K - $17.9K
|
6.7K
$313K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17KNew |
$104K - $114K
|
3.17K
$148K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-89.3KClosed |
$2.93M - $3.21M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9.53K- 18.93% |
$312K - $343K
|
40.8K
$1.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.34K- 27.17% |
$76.6K - $83.9K
|
6.26K
$293K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$13.1K - $14.4K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-56- 0.21% |
$1.84K - $2.01K
|
27.1K
$1.27M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-88.2KClosed |
$2.89M - $3.17M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.8KClosed |
$132K - $137K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-29.3KClosed |
$1.02M - $1.06M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.3KNew |
$496K - $516K
|
14.3K
$668K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-600Closed |
$20.8K - $21.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.8KClosed |
$472K - $485K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.9KClosed |
$236K - $243K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.33KClosed |
$217K - $223K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.5KClosed |
$257K - $264K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
41New |
$1.39K - $1.42K
|
41
$1.92K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-65.4KClosed |
$2.22M - $2.27M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-12.5KClosed |
$425K - $434K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12Closed |
$408 - $416
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.65KClosed |
$56.1K - $57.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24.2KClosed |
$806K - $828K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-176KClosed |
$5.88M - $6.04M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.81KClosed |
$294K - $302K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-573KClosed |
$19.1M - $19.7M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.03KNew |
$268K - $275K
|
8.03K
$375K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-674Closed |
$22.5K - $23.1K
|
0
$0
|
|