Latest Institutional Transactions on First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest U (XDEC) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-124- 1.32% |
$4.2K - $4.37K
|
9.29K
$352K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25KNew |
$849K - $883K
|
25K
$948K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$4.91K - $5.11K
|
145
$5.49K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6KNew |
$84.5K - $88.7K
|
2.6K
$98.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.56K+ 4.75% |
$50.7K - $53.3K
|
34.4K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.59K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.09K+ 7.43% |
$35.4K - $37.2K
|
15.8K
$597K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.91KNew |
$192K - $202K
|
5.91K
$224K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.47K- 1.96% |
$47.6K - $50K
|
73.5K
$2.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
550+ 4.06% |
$17.9K - $18.8K
|
14.1K
$534K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$32.5K - $33.2K
|
1K
$37.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
583New |
$19K - $19.4K
|
583
$22.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.7K- 88.09% |
$444K - $454K
|
1.85K
$69.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-400- 25.0% |
$13K - $13.3K
|
1.2K
$45.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.84K- 3.54% |
$59.8K - $61.1K
|
50.1K
$1.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
367New |
$11.9K - $12.2K
|
367
$13.9K
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.59M+ 2974.82% |
$143M - $150M
|
4.74M
$179M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.7K- 66.55% |
$490K - $513K
|
7.9K
$299K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-56.7K- 72.35% |
$1.77M - $1.85M
|
21.7K
$820K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10.2K- 52.06% |
$317K - $332K
|
9.37K
$354K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$510K - $538K
|
17.2K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.7K+ 9.89% |
$139K - $147K
|
52.2K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$889 - $937
|
30
$1.14K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.48K- 77.16% |
$103K - $109K
|
1.03K
$38.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22KNew |
$65.9K - $69.4K
|
2.22K
$84.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
340New |
$10.1K - $10.6K
|
340
$12.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24.4KNew |
$722K - $761K
|
24.4K
$922K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$421K - $460K
|
15.3K
$578K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
10.5KNew |
$290K - $318K
|
10.5K
$399K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.38KNew |
$92.9K - $102K
|
3.38K
$128K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 24.0% |
$16.5K - $18.1K
|
1.9K
$71.9K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-16.1KClosed |
$439K - $491K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-79.2K- 88.17% |
$2.16M - $2.42M
|
10.6K
$402K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.37K+ 5.13% |
$68.6K - $73.1K
|
48.5K
$1.83M
|
|