Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
600KNew |
$20.3M - $21.6M
|
600K
$23M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131K+ 74.68% |
$4.43M - $4.71M
|
306K
$11.7M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
112K+ 457.42% |
$3.81M - $4.05M
|
137K
$5.27M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
99.2K+ 1146.78% |
$3.36M - $3.57M
|
108K
$4.15M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
75.2K+ 134.32% |
$2.55M - $2.71M
|
131K
$5.04M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
58.7K+ 3354.77% |
$1.99M - $2.12M
|
60.5K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.9KNew |
$1.25M - $1.33M
|
36.9K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
34.6K+ 129.37% |
$1.17M - $1.25M
|
61.4K
$2.36M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.6K+ 37.58% |
$1.14M - $1.21M
|
123K
$4.72M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27.2K+ 21.78% |
$923K - $981K
|
152K
$5.85M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.4KNew |
$860K - $915K
|
25.4K
$976K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
20.4K+ 127.48% |
$692K - $736K
|
36.4K
$1.4M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
20.2KNew |
$683K - $727K
|
20.2K
$775K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.9KNew |
$573K - $609K
|
16.9K
$650K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.5KNew |
$560K - $596K
|
16.5K
$636K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$557K - $592K
|
16.4K
$632K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 257.62% |
$556K - $592K
|
22.8K
$876K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 6.99% |
$508K - $541K
|
230K
$8.83M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3KNew |
$485K - $516K
|
14.3K
$551K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 14.18% |
$462K - $491K
|
110K
$4.22M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1KNew |
$444K - $472K
|
13.1K
$504K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9KNew |
$439K - $467K
|
12.9K
$498K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
11KNew |
$373K - $396K
|
11K
$423K
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.78K+ 136.85% |
$331K - $352K
|
16.9K
$650K
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.57KNew |
$324K - $345K
|
9.57K
$368K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.13KNew |
$275K - $293K
|
8.13K
$312K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
7.98KNew |
$270K - $288K
|
7.98K
$307K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.56KNew |
$222K - $236K
|
6.56K
$252K
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.26KNew |
$212K - $225K
|
6.26K
$240K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.85KNew |
$198K - $211K
|
5.85K
$225K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.75KNew |
$195K - $207K
|
5.75K
$221K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$188K - $200K
|
5.56K
$214K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4.03K+ 26.3% |
$136K - $145K
|
19.3K
$743K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.36K+ 14.23% |
$114K - $121K
|
26.9K
$1.03M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.9K+ 36.53% |
$98.1K - $104K
|
10.8K
$416K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.61K+ 8.97% |
$88.4K - $94K
|
31.7K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.84K+ 1.4% |
$62.2K - $66.2K
|
133K
$5.1M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72KNew |
$58.3K - $62K
|
1.72K
$66.1K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.58K+ 63.41% |
$53.5K - $56.9K
|
4.07K
$156K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.56KNew |
$52.8K - $56.2K
|
1.56K
$60K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39K+ 7.36% |
$47.1K - $50.1K
|
20.3K
$779K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02KNew |
$34.4K - $36.6K
|
1.02K
$39K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 6.83% |
$33.9K - $36K
|
15.6K
$601K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
912+ 4.98% |
$30.9K - $32.9K
|
19.2K
$739K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
789+ 1.51% |
$26.7K - $28.4K
|
52.9K
$2.03M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
787+ 5.53% |
$26.7K - $28.4K
|
15K
$577K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
692+ 5.1% |
$23.4K - $24.9K
|
14.3K
$548K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
435+ 0.8% |
$14.7K - $15.7K
|
54.8K
$2.11M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
301New |
$10.2K - $10.8K
|
301
$11.6K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
287+ 4.3% |
$9.72K - $10.3K
|
6.96K
$268K
|