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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$177K - $204K
|
5.23K
$238K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 64.18% |
$103K - $119K
|
7.78K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.57KNew |
$87.2K - $100K
|
2.57K
$117K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$47.5K - $54.8K
|
1.4K
$63.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
853+ 14.81% |
$28.9K - $33.3K
|
6.61K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
571+ 6.6% |
$19.3K - $22.3K
|
9.23K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
325New |
$11K - $12.7K
|
325
$14.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200New |
$6.77K - $7.81K
|
200
$9.09K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
195+ 3.35% |
$6.6K - $7.61K
|
6.02K
$274K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
173New |
$5.86K - $6.75K
|
173
$7.86K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.35K - $1.56K
|
40
$1.82K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$576 - $664
|
17
$773
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.18KNew |
$307K - $331K
|
9.18K
$417K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28KNew |
$210K - $226K
|
6.28K
$286K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16.7KNew |
$527K - $565K
|
16.7K
$758K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11KNew |
$347K - $373K
|
11K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$324K - $347K
|
10.2K
$466K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$210K - $225K
|
6.64K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.62KNew |
$209K - $224K
|
6.62K
$301K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.07K+ 10.13% |
$160K - $172K
|
55.1K
$2.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
193New |
$6.09K - $6.54K
|
193
$8.77K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 67.35% |
$351K - $393K
|
29.5K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
11KNew |
$326K - $364K
|
11K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.63KNew |
$77.7K - $87K
|
2.63K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03KNew |
$30.3K - $34K
|
1.03K
$46.6K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.56K+ 23.12% |
$46.2K - $51.8K
|
8.31K
$378K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.17K+ 666.86% |
$37.5K - $41K
|
1.34K
$61K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
551KNew |
$17.7M - $18.3M
|
551K
$25.1M
|
|