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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$194K - $207K
|
6.66K
$210K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.39K+ 63.69% |
$245K - $261K
|
21.6K
$678K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.57K- 7.92% |
$74.8K - $79.8K
|
29.8K
$938K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.1K- 23.41% |
$498K - $532K
|
55.9K
$1.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.43KNew |
$188K - $200K
|
6.43K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-465- 6.32% |
$13.6K - $14.5K
|
6.89K
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-435- 6.09% |
$12.7K - $13.5K
|
6.71K
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-293- 3.78% |
$8.55K - $9.12K
|
7.46K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.33KNew |
$243K - $259K
|
8.33K
$262K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.09% |
$875 - $934
|
32.1K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-687- 0.84% |
$20K - $21.4K
|
80.8K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-6.06K- 14.23% |
$177K - $189K
|
36.5K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-400- 2.54% |
$11.7K - $12.5K
|
15.4K
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.22K- 5.16% |
$240K - $256K
|
151K
$4.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
13.8KNew |
$403K - $430K
|
13.8K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.26K- 45.39% |
$65.9K - $70.3K
|
2.72K
$85.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.16KNew |
$209K - $223K
|
7.16K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.9KNew |
$785K - $837K
|
26.9K
$845K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113K- 75.63% |
$3.3M - $3.53M
|
36.5K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
105+ 0.15% |
$3.06K - $3.27K
|
68.6K
$2.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
380+ 2.57% |
$11.1K - $11.8K
|
15.1K
$476K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.4K- 4.29% |
$99.2K - $106K
|
75.9K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-3.56K- 4.39% |
$104K - $111K
|
77.6K
$2.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-161- 1.92% |
$4.7K - $5.01K
|
8.22K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.95K- 30.89% |
$86.1K - $91.8K
|
6.6K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-4.77K- 5.44% |
$139K - $149K
|
82.9K
$2.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15- 0.04% |
$438 - $467
|
41.8K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-111K- 21.95% |
$3.24M - $3.46M
|
395K
$12.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-663- 0.59% |
$19.3K - $20.6K
|
112K
$3.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-166- 0.67% |
$4.84K - $5.17K
|
24.6K
$772K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.72K- 5.96% |
$50.2K - $53.5K
|
27.1K
$853K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-69- 2.99% |
$2.01K - $2.15K
|
2.24K
$70.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.15K- 6.78% |
$92K - $98.2K
|
43.3K
$1.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.7KNew |
$108K - $115K
|
3.7K
$116K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.98KNew |
$95.2K - $117K
|
3.98K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
442KNew |
$10.6M - $13M
|
442K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9KNew |
$334K - $409K
|
13.9K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
59K+ 15.4% |
$1.41M - $1.73M
|
442K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
370New |
$8.86K - $10.9K
|
370
$11.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.45K- 22.47% |
$82.6K - $101K
|
11.9K
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$3.59K - $4.4K
|
150
$4.72K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.73K+ 254.25% |
$161K - $197K
|
9.37K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42K+ 12.32% |
$33.9K - $41.6K
|
12.9K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145New |
$3.47K - $4.25K
|
145
$4.56K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$7.19K - $8.8K
|
300
$9.43K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$6.52K - $7.14K
|
250
$7.86K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.19K- 14.91% |
$57.1K - $62.5K
|
12.5K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-256- 74.64% |
$6.67K - $7.31K
|
87
$2.74K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.59K+ 20.16% |
$41.5K - $45.4K
|
9.48K
$298K
|
|