Latest Institutional Transactions on First Tr Ex Tr Fd Viii Cboe Ve (QDEC)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Cboe Ve (QDEC) 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 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-485- 2.54% |
$12.9K - $13.6K
|
18.6K
$524K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-185- 1.71% |
$4.91K - $5.2K
|
10.6K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-823- 5.96% |
$21.8K - $23.1K
|
13K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.61KNew |
$255K - $270K
|
9.61K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.47KNew |
$198K - $210K
|
7.47K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.46K- 99.91% |
$171K - $182K
|
6
$169
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.54K+ 61.35% |
$40.9K - $43.3K
|
4.05K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29K+ 74.27% |
$770K - $816K
|
68.1K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.71K+ 29.66% |
$98.4K - $104K
|
16.2K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
7.75KNew |
$206K - $218K
|
7.75K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.08KNew |
$28.7K - $30.4K
|
1.08K
$30.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.91K- 2.06% |
$50.6K - $53.6K
|
90.8K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.46K- 2.06% |
$65.2K - $69K
|
117K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.3K- 41.01% |
$300K - $317K
|
16.3K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22.3K- 18.7% |
$593K - $627K
|
97.1K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 4.57% |
$119K - $126K
|
93.5K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.43KNew |
$197K - $209K
|
7.43K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.66K+ 8.21% |
$70.6K - $74.8K
|
35.1K
$990K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.97K- 3.09% |
$197K - $213K
|
250K
$7.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11KNew |
$272K - $293K
|
11K
$310K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.4K- 53.35% |
$1.3M - $1.4M
|
45.8K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 106.59% |
$629K - $678K
|
49.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.82K- 14.55% |
$144K - $155K
|
34.2K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-23.3K- 70.05% |
$578K - $623K
|
9.98K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.3K- 8.16% |
$131K - $141K
|
59.6K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34KNew |
$33.3K - $35.9K
|
1.34K
$37.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-123- 0.68% |
$3.05K - $3.28K
|
17.9K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-554- 6.35% |
$13.7K - $14.8K
|
8.17K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 236.8% |
$138K - $149K
|
7.94K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.35K+ 28.22% |
$133K - $143K
|
24.3K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.77K- 23.9% |
$93.3K - $101K
|
12K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1K- 7.43% |
$24.8K - $26.7K
|
12.5K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 0.15% |
$2.63K - $2.83K
|
71.1K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-24.2K- 10.26% |
$599K - $645K
|
211K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.3K+ 38.49% |
$1.62M - $1.74M
|
235K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191K- 27.45% |
$4.73M - $5.1M
|
505K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 12.31% |
$79.5K - $85.7K
|
29.3K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-350K- 44.12% |
$8.68M - $9.36M
|
444K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.85K- 25.9% |
$120K - $129K
|
13.9K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
46+ 6.73% |
$1.14K - $1.23K
|
729
$20.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
342K+ 123.28% |
$8.47M - $9.13M
|
619K
$17.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.3K- 47.12% |
$1.42M - $1.53M
|
64.3K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.13K- 17.41% |
$52.7K - $56.8K
|
10.1K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16.6K- 65.15% |
$412K - $444K
|
8.89K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.4K- 4.4% |
$109K - $118K
|
95.7K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-276K- 69.24% |
$6.84M - $7.38M
|
123K
$3.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-910- 1.08% |
$22.5K - $24.3K
|
83K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-599- 38.8% |
$14.8K - $16K
|
945
$26.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.17K- 33.33% |
$178K - $191K
|
14.3K
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-22.4K- 68.05% |
$554K - $597K
|
10.5K
$296K
|
|