Latest Institutional Purchases of First Tr ETF Viii Cboe Vest U (XDEC)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest U (XDEC) 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.02K - $1.06K
|
30
$1.14K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.91KNew |
$192K - $202K
|
5.91K
$224K
|
|
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 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.09K+ 7.43% |
$35.4K - $37.2K
|
15.8K
$597K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
550+ 4.06% |
$17.9K - $18.8K
|
14.1K
$534K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.59K
|
|
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
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
367New |
$11.9K - $12.2K
|
367
$13.9K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.59M+ 2974.82% |
$143M - $150M
|
4.74M
$179M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$236K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24.4KNew |
$722K - $761K
|
24.4K
$922K
|
|
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
|
|
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
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$889 - $937
|
30
$1.14K
|
|
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
|
|
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
|