Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (DMAR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.62K- 7.36% |
$48.9K - $50.1K
|
20.4K
$786K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.72K- 25.77% |
$51.7K - $53K
|
4.94K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.42K- 24.86% |
$103K - $106K
|
10.4K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.8K- 50.0% |
$114K - $117K
|
3.8K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.41K- 8.23% |
$163K - $167K
|
60.3K
$2.32M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.02K- 31.5% |
$211K - $217K
|
15.3K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.2K- 37.73% |
$367K - $377K
|
20.1K
$773K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.3K- 29.09% |
$370K - $380K
|
30K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.3K- 61.25% |
$914K - $937K
|
19.2K
$737K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.2K- 40.87% |
$941K - $964K
|
45.2K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-132K- 88.3% |
$3.97M - $4.07M
|
17.5K
$671K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-194K- 91.66% |
$5.85M - $6M
|
17.7K
$679K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-265K- 67.34% |
$8M - $8.2M
|
129K
$4.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-504K- 97.91% |
$15.2M - $15.6M
|
10.7K
$413K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.43M- 97.29% |
$73.1M - $74.9M
|
67.7K
$2.6M
|