Latest Institutional Transactions on First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FDEC) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.95KNew |
$390K - $406K
|
8.95K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.22K+ 32.65% |
$315K - $327K
|
29.3K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-862- 1.58% |
$37.6K - $39K
|
53.7K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-29.2K- 45.76% |
$1.27M - $1.32M
|
34.6K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
406+ 1.75% |
$17.7K - $18.4K
|
23.7K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
476K+ 247.43% |
$20.7M - $21.6M
|
668K
$30.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.25KNew |
$186K - $193K
|
4.25K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.56K- 13.33% |
$112K - $116K
|
16.6K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.49KNew |
$283K - $294K
|
6.49K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.62KNew |
$202K - $209K
|
4.62K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-64.6K- 74.59% |
$2.82M - $2.93M
|
22K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.03K- 20.42% |
$88.4K - $91.9K
|
7.9K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
366K+ 183.21% |
$15.9M - $16.6M
|
565K
$25.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.62KNew |
$420K - $436K
|
9.62K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
24.1KNew |
$1.05M - $1.09M
|
24.1K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-13K- 55.57% |
$565K - $587K
|
10.4K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
3.33K+ 18.29% |
$145K - $151K
|
21.6K
$980K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.3K+ 7.66% |
$1.02M - $1.06M
|
328K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.03K+ 54.76% |
$219K - $228K
|
14.2K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.2K+ 57.32% |
$1.4M - $1.46M
|
88.4K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.82K+ 19.4% |
$167K - $173K
|
23.5K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.8KNew |
$384K - $399K
|
8.8K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.13K- 8.74% |
$136K - $142K
|
32.7K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
798+ 8.2% |
$34.8K - $36.1K
|
10.5K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.86KNew |
$299K - $311K
|
6.86K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.07K+ 440.19% |
$395K - $411K
|
11.1K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64K- 29.05% |
$2.79M - $2.9M
|
156K
$7.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 67.72% |
$140K - $145K
|
7.92K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.25KNew |
$316K - $328K
|
7.25K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.51K+ 10.26% |
$327K - $340K
|
80.7K
$3.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-234- 0.78% |
$10.2K - $10.6K
|
29.7K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
38.6K+ 55.87% |
$1.68M - $1.75M
|
108K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$817K - $849K
|
18.7K
$852K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-87- 0.5% |
$3.79K - $3.94K
|
17.5K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
365KNew |
$15.9M - $16.6M
|
365K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
336KNew |
$14.7M - $15.2M
|
336K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-35- 0.45% |
$1.53K - $1.59K
|
7.74K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
53.7K+ 15.92% |
$2.34M - $2.43M
|
391K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-118- 0.61% |
$5.15K - $5.35K
|
19.1K
$867K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-368K- 86.66% |
$16.1M - $16.7M
|
56.7K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
753+ 0.7% |
$32.8K - $34.1K
|
108K
$4.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.37K+ 38.95% |
$365K - $379K
|
29.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.1K- 16.32% |
$1.27M - $1.32M
|
149K
$6.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
864+ 9.94% |
$37.7K - $39.1K
|
9.55K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.78K+ 88.37% |
$252K - $262K
|
12.3K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11.3K+ 53.26% |
$492K - $511K
|
32.5K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 37.65% |
$188K - $195K
|
15.7K
$715K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-110- 0.66% |
$4.8K - $4.98K
|
16.7K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.05% |
$87.2 - $90.6
|
4.04K
$184K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-943- 1.41% |
$41.1K - $42.7K
|
66.1K
$3M
|