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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
864+ 9.94% |
$37.7K - $39.1K
|
9.55K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
753+ 0.7% |
$32.8K - $34.1K
|
108K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11.3K+ 53.26% |
$492K - $511K
|
32.5K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-110- 0.66% |
$4.8K - $4.98K
|
16.7K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 37.65% |
$188K - $195K
|
15.7K
$663K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 8.19% |
$61.5K - $63.9K
|
18.6K
$786K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-943- 1.41% |
$41.1K - $42.7K
|
66.1K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.05% |
$87.2 - $90.6
|
4.04K
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
886+ 14.1% |
$38.6K - $40.1K
|
7.17K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.47KNew |
$239K - $248K
|
5.47K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-796- 4.05% |
$34.7K - $36.1K
|
18.9K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.98K+ 55.96% |
$130K - $135K
|
8.29K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
116KNew |
$5.05M - $5.25M
|
116K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.22K+ 13.72% |
$184K - $191K
|
34.9K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.6K+ 118.31% |
$464K - $482K
|
19.6K
$829K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
384+ 8.14% |
$16.7K - $17.4K
|
5.1K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 17.66% |
$65.9K - $68.5K
|
10.1K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.18K- 20.92% |
$270K - $280K
|
23.4K
$986K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
77.5KNew |
$3.38M - $3.51M
|
77.5K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
29.8KNew |
$1.3M - $1.35M
|
29.8K
$1.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.97KNew |
$217K - $225K
|
4.97K
$210K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15.4K- 43.94% |
$636K - $674K
|
19.6K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
788+ 84.91% |
$32.6K - $34.5K
|
1.72K
$72.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$1.03M - $1.09M
|
25K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.49K- 29.43% |
$144K - $153K
|
8.36K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
274New |
$11.3K - $12K
|
274
$11.6K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
44New |
$1.82K - $1.93K
|
44
$1.86K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
316New |
$13.1K - $13.8K
|
316
$13.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-461- 5.69% |
$19K - $20.2K
|
7.64K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-337- 34.81% |
$13.9K - $14.8K
|
631
$26.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-757- 0.47% |
$31.3K - $33.1K
|
159K
$6.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.35K- 1.39% |
$55.7K - $59K
|
95.4K
$4.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.76K- 2.57% |
$279K - $296K
|
257K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-193- 3.29% |
$7.97K - $8.45K
|
5.67K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 48.84% |
$43.4K - $46K
|
1.1K
$46.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.21KNew |
$91.2K - $96.7K
|
2.21K
$93.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14KNew |
$47.3K - $50.1K
|
1.14K
$48.3K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14.6KNew |
$584K - $620K
|
14.6K
$615K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.97KNew |
$239K - $254K
|
5.97K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-362- 1.58% |
$14.5K - $15.4K
|
22.5K
$949K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.44KNew |
$138K - $146K
|
3.44K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
983KNew |
$39.4M - $41.8M
|
983K
$41.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.52KNew |
$262K - $278K
|
6.52K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$40.1K - $42.6K
|
1K
$42.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$762 - $809
|
19
$802
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.22KNew |
$210K - $222K
|
5.22K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.5KNew |
$582K - $618K
|
14.5K
$613K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.7KNew |
$590K - $626K
|
14.7K
$621K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.05KNew |
$323K - $343K
|
8.05K
$340K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.4KNew |
$499K - $530K
|
12.4K
$525K
|
|