Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-800- 7.6% |
$32.1K - $34.1K
|
9.73K
$444K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-372- 6.55% |
$14.9K - $15.8K
|
5.31K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-362- 1.58% |
$14.5K - $15.4K
|
22.5K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-332- 3.33% |
$13.3K - $14.1K
|
9.63K
$440K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-260- 1.21% |
$10.4K - $11.1K
|
21.2K
$968K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-50- 0.25% |
$2.01K - $2.13K
|
19.7K
$899K
|
|
| Q1 2024 | |||||||
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-185KClosed |
$7.13M - $7.61M
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.26K- 62.24% |
$319K - $340K
|
5.01K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.78K- 48.57% |
$223K - $238K
|
6.11K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.52K- 19.78% |
$174K - $186K
|
18.3K
$837K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.26K- 28.39% |
$126K - $134K
|
8.22K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-612- 13.15% |
$23.6K - $25.2K
|
4.04K
$185K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.51K- 26.33% |
$84.9K - $97.8K
|
7.02K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-497- 2.62% |
$16.8K - $19.4K
|
18.5K
$843K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.68KClosed |
$269K - $282K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.22K- 9.37% |
$42.6K - $44.6K
|
11.8K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 6.25% |
$14K - $14.7K
|
6K
$274K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 0.3% |
$316 - $331
|
3K
$137K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-11.6K- 4.18% |
$387K - $416K
|
265K
$12.1M
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.7K- 44.66% |
$243K - $261K
|
9.54K
$436K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.92K- 34.95% |
$116K - $130K
|
7.3K
$333K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-150- 0.7% |
$4.45K - $4.98K
|
21.4K
$978K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-121- 0.76% |
$3.59K - $4.02K
|
15.8K
$720K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.92KClosed |
$206K - $238K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.52KClosed |
$194K - $224K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6KClosed |
$178K - $206K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.85KClosed |
$252K - $276K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$348K - $365K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-42.5KClosed |
$1.4M - $1.44M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-24.2K- 49.88% |
$799K - $818K
|
24.3K
$1.11M
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10.3KClosed |
$330K - $342K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-848K- 99.92% |
$25.6M - $26M
|
700
$32K
|
|