Latest Institutional Purchases of First Tr Ex Tr Fd Viii Ft Cboe (FDEC)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FDEC) 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
116KNew |
$5.05M - $5.25M
|
116K
$5.29M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
77.5KNew |
$3.38M - $3.51M
|
77.5K
$3.54M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.2K+ 21.7% |
$1.45M - $1.5M
|
186K
$8.49M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
29.8KNew |
$1.3M - $1.35M
|
29.8K
$1.36M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.6K+ 118.31% |
$464K - $482K
|
19.6K
$896K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.97KNew |
$217K - $225K
|
4.97K
$227K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.22K+ 13.72% |
$184K - $191K
|
34.9K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.98K+ 55.96% |
$130K - $135K
|
8.29K
$378K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 17.66% |
$65.9K - $68.5K
|
10.1K
$460K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
384+ 8.14% |
$16.7K - $17.4K
|
5.1K
$233K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
349+ 4.47% |
$15.2K - $15.8K
|
8.15K
$372K
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 106.2% |
$4.25M - $4.5M
|
200K
$9.1M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
45.8K+ 196.13% |
$1.89M - $2.01M
|
69.2K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$1.03M - $1.09M
|
25K
$1.14M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5KNew |
$888K - $940K
|
21.5K
$980K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 324.15% |
$764K - $810K
|
24.2K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11.8K+ 101.63% |
$486K - $515K
|
23.3K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
11.3K+ 15.0% |
$467K - $495K
|
86.6K
$3.95M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.14K+ 87.61% |
$171K - $181K
|
8.87K
$405K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.8K+ 70.48% |
$157K - $166K
|
9.18K
$419K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.21KNew |
$91.2K - $96.7K
|
2.21K
$101K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$82.6K - $87.6K
|
2K
$91.2K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.83K+ 780.34% |
$75.5K - $79.9K
|
2.06K
$94K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.34K+ 8.44% |
$55.4K - $58.7K
|
17.2K
$785K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 12.3% |
$51.7K - $54.8K
|
11.4K
$521K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14KNew |
$47.3K - $50.1K
|
1.14K
$52.2K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.11K+ 20.31% |
$45.7K - $48.4K
|
6.55K
$299K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 10.64% |
$41.4K - $43.9K
|
10.4K
$476K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
814+ 3.78% |
$33.6K - $35.6K
|
22.3K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
788+ 84.91% |
$32.6K - $34.5K
|
1.72K
$78.3K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
316New |
$13.1K - $13.8K
|
316
$14.4K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
274New |
$11.3K - $12K
|
274
$12.5K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
200+ 1.95% |
$8.26K - $8.76K
|
10.5K
$477K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 0.23% |
$2.81K - $2.98K
|
30K
$1.37M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
44New |
$1.82K - $1.93K
|
44
$2.01K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
983KNew |
$39.4M - $41.8M
|
983K
$44.8M
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
BUY
|
- |
468KNew |
$18.8M - $19.9M
|
468K
$21.3M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 336.68% |
$4.55M - $4.83M
|
147K
$6.71M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
100KNew |
$4.02M - $4.27M
|
100K
$4.57M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 1017.67% |
$1.36M - $1.44M
|
37.3K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.6KNew |
$1.27M - $1.34M
|
31.6K
$1.44M
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
25.6KNew |
$1.03M - $1.09M
|
25.6K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16K+ 33.38% |
$640K - $680K
|
63.8K
$2.91M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.7KNew |
$590K - $626K
|
14.7K
$671K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14.6KNew |
$584K - $620K
|
14.6K
$664K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.5KNew |
$582K - $618K
|
14.5K
$662K
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.4KNew |
$499K - $530K
|
12.4K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.4KNew |
$456K - $484K
|
11.4K
$518K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.93KNew |
$398K - $423K
|
9.93K
$453K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.46KNew |
$380K - $403K
|
9.46K
$432K
|