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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
185+ 25.48% |
$6.27K - $6.67K
|
911
$35K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
173New |
$5.86K - $6.23K
|
173
$6.65K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
114+ 0.28% |
$3.86K - $4.11K
|
41.3K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30+ 0.18% |
$1.02K - $1.08K
|
16.8K
$647K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$847 - $901
|
25
$961
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17- 0.21% |
$576 - $613
|
8.24K
$317K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 1.19% |
$1.02K - $1.08K
|
2.5K
$96.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-40- 0.52% |
$1.35K - $1.44K
|
7.72K
$297K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-78- 31.45% |
$2.64K - $2.81K
|
170
$6.53K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80- 7.8% |
$2.71K - $2.88K
|
946
$36.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-335- 17.84% |
$11.3K - $12.1K
|
1.54K
$59.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-524- 1.45% |
$17.7K - $18.9K
|
35.5K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-600- 7.63% |
$20.3K - $21.6K
|
7.26K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-798- 9.26% |
$27K - $28.8K
|
7.82K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.76K- 3.35% |
$127K - $135K
|
109K
$4.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5.69K- 37.24% |
$193K - $205K
|
9.59K
$369K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.27K- 26.64% |
$212K - $226K
|
17.3K
$663K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.1K- 54.07% |
$647K - $688K
|
16.2K
$623K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-109K- 86.92% |
$3.68M - $3.92M
|
16.4K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-141K- 91.68% |
$4.76M - $5.07M
|
12.8K
$490K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-142K- 49.86% |
$4.81M - $5.11M
|
143K
$5.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-185K- 79.55% |
$6.27M - $6.67M
|
47.6K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-218K- 26.71% |
$7.37M - $7.84M
|
597K
$22.9M
|