Latest Institutional Purchases of Ft Tr ETF Viii Ft Cboe Vest Us (DFEB)
This list provides information on the latest institutional transactions involving Ft Tr ETF Viii Ft Cboe Vest Us (DFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.15KNew |
$43.7K - $46.4K
|
1.15K
$47.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
256New |
$9.73K - $10.3K
|
256
$10.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
80+ 0.48% |
$3.04K - $3.23K
|
16.9K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
22New |
$836 - $888
|
22
$909
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.8K+ 146.25% |
$2.08M - $2.18M
|
93.9K
$3.88M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
21K+ 65.22% |
$785K - $823K
|
53.3K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15.5KNew |
$578K - $605K
|
15.5K
$640K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
6.56KNew |
$245K - $257K
|
6.56K
$271K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.2KNew |
$194K - $203K
|
5.2K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.21KNew |
$157K - $165K
|
4.21K
$174K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.4KNew |
$52.2K - $54.8K
|
1.4K
$57.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25KNew |
$46.5K - $48.7K
|
1.25K
$51.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
866New |
$32.3K - $33.9K
|
866
$35.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$18.7K - $19.6K
|
500
$20.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 6.46% |
$1.57K - $1.64K
|
692
$28.6K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.81KNew |
$230K - $255K
|
6.81K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.35KNew |
$181K - $201K
|
5.35K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
688New |
$23.3K - $25.8K
|
688
$28.4K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$6.77K - $7.5K
|
200
$8.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
64New |
$2.17K - $2.4K
|
64
$2.65K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.9KNew |
$587K - $606K
|
16.9K
$699K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$521 - $538
|
15
$620
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
37KNew |
$1.24M - $1.31M
|
37K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30.2KNew |
$1.01M - $1.07M
|
30.2K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
22.7KNew |
$759K - $802K
|
22.7K
$937K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
8.1KNew |
$271K - $286K
|
8.1K
$335K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.79KNew |
$261K - $276K
|
7.79K
$322K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.79KNew |
$194K - $205K
|
5.79K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
335New |
$11.2K - $11.8K
|
335
$13.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.2KNew |
$623K - $653K
|
19.2K
$792K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
10.4KNew |
$338K - $355K
|
10.4K
$431K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.4KNew |
$336K - $353K
|
10.4K
$428K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7.46KNew |
$242K - $254K
|
7.46K
$308K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.75KNew |
$219K - $230K
|
6.75K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
279New |
$9.06K - $9.51K
|
279
$11.5K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
214+ 1.17% |
$6.95K - $7.29K
|
18.5K
$763K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.74K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.55% |
$65 - $68.1
|
46
$1.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.6KNew |
$379K - $395K
|
11.6K
$478K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$370K - $386K
|
11.3K
$467K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.23KNew |
$40.4K - $42.1K
|
1.23K
$51K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$2.03K - $2.12K
|
62
$2.56K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
815+ 1.57% |
$26.6K - $28.7K
|
52.7K
$2.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
670+ 186.11% |
$21.9K - $23.6K
|
1.03K
$42.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$16.3K - $17.6K
|
500
$20.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.01KNew |
$295K - $324K
|
9.01K
$372K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17KNew |
$104K - $114K
|
3.17K
$131K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.3KNew |
$496K - $516K
|
14.3K
$590K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
453New |
$15.7K - $16.4K
|
453
$18.7K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
41New |
$1.39K - $1.42K
|
41
$1.69K
|
|