Purchases and Sales Made in Q1 2025 in First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (DMAY) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII CBOE VE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.7K+ 3804.8% |
$1.08M - $1.16M
|
28.5K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.7K+ 134.76% |
$810K - $868K
|
36.1K
$1.5M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 34.8% |
$761K - $815K
|
75.4K
$3.14M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 118.05% |
$700K - $750K
|
33K
$1.38M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 23.83% |
$445K - $477K
|
59.1K
$2.47M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10.9KNew |
$425K - $455K
|
10.9K
$453K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.69KNew |
$261K - $280K
|
6.69K
$279K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.06KNew |
$237K - $254K
|
6.06K
$253K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.43K+ 17.06% |
$173K - $185K
|
30.4K
$1.27M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.74K+ 2.99% |
$68.2K - $73.1K
|
60K
$2.5M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.68K+ 7.22% |
$65.7K - $70.4K
|
24.9K
$1.04M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57KNew |
$61.4K - $65.8K
|
1.57K
$65.5K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
665New |
$26K - $27.9K
|
665
$27.7K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
645+ 12.51% |
$25.2K - $27K
|
5.8K
$242K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
536+ 19.53% |
$21K - $22.5K
|
3.28K
$137K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
495+ 10.02% |
$19.4K - $20.7K
|
5.44K
$227K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
441New |
$17.2K - $18.5K
|
441
$18.4K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
386+ 2.04% |
$15.1K - $16.2K
|
19.3K
$804K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375+ 100.0% |
$14.7K - $15.7K
|
750
$31.3K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
368New |
$14.4K - $15.4K
|
368
$15.3K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.09% |
$39.1 - $41.9
|
1.12K
$46.7K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-12- 0.12% |
$469 - $503
|
9.84K
$410K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15- 0.11% |
$587 - $629
|
13.3K
$554K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 0.89% |
$3.91K - $4.19K
|
11.2K
$466K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-132- 2.39% |
$5.16K - $5.53K
|
5.4K
$225K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-180- 0.52% |
$7.04K - $7.54K
|
34.8K
$1.45M
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-340- 3.69% |
$13.3K - $14.2K
|
8.87K
$370K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-375- 50.0% |
$14.7K - $15.7K
|
375
$15.6K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 0.81% |
$15.6K - $16.8K
|
49.2K
$2.05M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-416- 2.03% |
$16.3K - $17.4K
|
20.1K
$836K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-485- 7.78% |
$19K - $20.3K
|
5.75K
$240K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-528Closed |
$20.7K - $22.1K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-674- 26.56% |
$26.4K - $28.2K
|
1.86K
$77.7K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-697- 10.85% |
$27.3K - $29.2K
|
5.73K
$239K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-850- 3.47% |
$33.2K - $35.6K
|
23.6K
$986K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-871- 33.33% |
$34.1K - $36.5K
|
1.74K
$72.6K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-904- 4.1% |
$35.4K - $37.9K
|
21.1K
$881K
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1K- 7.98% |
$39.1K - $41.9K
|
11.5K
$481K
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.03K- 5.62% |
$40.4K - $43.2K
|
17.3K
$723K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04K- 0.48% |
$40.8K - $43.7K
|
216K
$9.01M
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.46K- 4.67% |
$57.2K - $61.3K
|
29.8K
$1.24M
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.64K- 6.75% |
$63.9K - $68.5K
|
22.6K
$942K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.25K- 2.62% |
$88.1K - $94.4K
|
83.6K
$3.49M
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-2.54K- 7.41% |
$99.4K - $106K
|
31.7K
$1.32M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.33K- 20.34% |
$130K - $139K
|
13K
$543K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.83K- 35.39% |
$150K - $160K
|
6.99K
$291K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.35K- 39.5% |
$170K - $182K
|
6.66K
$278K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-4.44K- 11.63% |
$174K - $186K
|
33.7K
$1.41M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.79K- 17.96% |
$226K - $242K
|
26.4K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-17.9K- 7.19% |
$699K - $749K
|
230K
$9.61M
|