Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
132KNew |
$4.85M - $5.66M
|
132K
$5.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
131K+ 1472.66% |
$4.79M - $5.59M
|
139K
$6.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
114KNew |
$4.18M - $4.88M
|
114K
$4.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
79.9K+ 135.12% |
$2.93M - $3.42M
|
139K
$6.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
5.98K+ 68.4% |
$219K - $256K
|
14.7K
$638K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.85KNew |
$178K - $207K
|
4.85K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.29K+ 5.13% |
$158K - $184K
|
87.9K
$3.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.31K+ 23.73% |
$84.9K - $99K
|
12.1K
$523K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 125.35% |
$72.2K - $84.3K
|
3.54K
$154K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.72K+ 5.96% |
$63.1K - $73.6K
|
30.6K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.6K+ 22.9% |
$58.7K - $68.5K
|
8.59K
$373K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
116+ 26.3% |
$4.26K - $4.97K
|
557
$24.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 0.56% |
$2.31K - $2.7K
|
11.1K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-475- 5.0% |
$17.4K - $20.3K
|
9.03K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.04K- 17.21% |
$38.1K - $44.4K
|
4.99K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.14K- 6.55% |
$41.7K - $48.6K
|
16.2K
$703K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 4.41% |
$46K - $53.7K
|
27.2K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.95K- 12.52% |
$71.7K - $83.6K
|
13.6K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-44K- 19.4% |
$1.62M - $1.89M
|
183K
$7.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-44.3K- 19.22% |
$1.63M - $1.9M
|
186K
$8.08M
|