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 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
571New |
$24.9K - $25.9K
|
571
$28.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 1.53% |
$4.36K - $4.53K
|
6.65K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
350+ 5.61% |
$15.3K - $15.9K
|
6.59K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500+ 33.33% |
$21.8K - $22.7K
|
2K
$99.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.88% |
$43.6 - $45.3
|
112
$5.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$62.4K - $64.8K
|
1.43K
$71K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.95KNew |
$390K - $406K
|
8.95K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.42KNew |
$323K - $336K
|
7.42K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.03K- 20.42% |
$88.4K - $91.9K
|
7.9K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.8KNew |
$384K - $399K
|
8.8K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.05% |
$87.2 - $90.6
|
4.04K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
886+ 14.1% |
$38.6K - $40.1K
|
7.17K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-796- 4.05% |
$34.7K - $36.1K
|
18.9K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.22K+ 13.72% |
$184K - $191K
|
34.9K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.97KNew |
$217K - $225K
|
4.97K
$247K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.75K- 2.33% |
$113K - $120K
|
115K
$5.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
274New |
$11.3K - $12K
|
274
$13.6K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
44New |
$1.82K - $1.93K
|
44
$2.19K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
316New |
$13.1K - $13.8K
|
316
$15.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-461- 5.69% |
$19K - $20.2K
|
7.64K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.35K- 1.39% |
$55.7K - $59K
|
95.4K
$4.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.76K- 2.57% |
$279K - $296K
|
257K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-193- 3.29% |
$7.97K - $8.45K
|
5.67K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 48.84% |
$43.4K - $46K
|
1.1K
$54.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.21KNew |
$91.2K - $96.7K
|
2.21K
$110K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14.6KNew |
$584K - $620K
|
14.6K
$724K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.97KNew |
$239K - $254K
|
5.97K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-362- 1.58% |
$14.5K - $15.4K
|
22.5K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
983KNew |
$39.4M - $41.8M
|
983K
$48.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$40.1K - $42.6K
|
1K
$49.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.52KNew |
$262K - $278K
|
6.52K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$762 - $809
|
19
$944
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.5KNew |
$582K - $618K
|
14.5K
$721K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.22KNew |
$210K - $222K
|
5.22K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.7KNew |
$590K - $626K
|
14.7K
$731K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.05KNew |
$323K - $343K
|
8.05K
$400K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
25.6KNew |
$1.03M - $1.09M
|
25.6K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.4KNew |
$499K - $530K
|
12.4K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.46KNew |
$380K - $403K
|
9.46K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
BUY
|
- |
468KNew |
$18.8M - $19.9M
|
468K
$23.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
100KNew |
$4.02M - $4.27M
|
100K
$4.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$311K - $330K
|
7.76K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
213New |
$8.54K - $9.07K
|
213
$10.6K
|
|
| Q1 2024 | |||||||
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-185KClosed |
$7.13M - $7.61M
|
0
$0
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.28K+ 20.79% |
$49.3K - $52.6K
|
7.42K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 13.83% |
$532K - $568K
|
114K
$5.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.8K+ 13.95% |
$378K - $404K
|
80K
$3.98M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.94KNew |
$229K - $245K
|
5.94K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.37KNew |
$130K - $139K
|
3.37K
$167K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.09KNew |
$119K - $128K
|
3.09K
$154K
|
|