Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
27.2KNew |
$918K - $945K
|
27.2K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$646K - $665K
|
19.1K
$793K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.5KNew |
$590K - $608K
|
17.5K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.3KNew |
$586K - $603K
|
17.3K
$719K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.5KNew |
$253K - $261K
|
7.5K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82K+ 41.29% |
$95.1K - $98K
|
9.64K
$400K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.74KNew |
$58.6K - $60.3K
|
1.74K
$71.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 2.48% |
$49.4K - $50.9K
|
60.5K
$2.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
961+ 14.16% |
$32.4K - $33.4K
|
7.75K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
880+ 3.72% |
$29.7K - $30.6K
|
24.5K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
484New |
$16.3K - $16.8K
|
484
$20.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
332+ 2.98% |
$11.2K - $11.5K
|
11.5K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-173- 0.4% |
$5.84K - $6.02K
|
42.8K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-300- 0.72% |
$10.1K - $10.4K
|
41.6K
$1.72M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-436- 10.22% |
$14.7K - $15.2K
|
3.83K
$159K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-501- 2.2% |
$16.9K - $17.4K
|
22.2K
$921K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-569- 0.51% |
$19.2K - $19.8K
|
112K
$4.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-922- 2.51% |
$31.1K - $32.1K
|
35.8K
$1.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.02K- 5.65% |
$34.3K - $35.3K
|
17K
$703K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.07K- 0.47% |
$36K - $37.1K
|
226K
$9.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.15K- 5.75% |
$38.9K - $40K
|
18.9K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.16K- 5.32% |
$39.3K - $40.4K
|
20.7K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.41K- 1.57% |
$47.5K - $48.9K
|
88.1K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.56K- 33.89% |
$52.6K - $54.1K
|
3.04K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 22.88% |
$60.4K - $62.2K
|
6.03K
$250K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.76K- 23.03% |
$93.3K - $96.1K
|
9.24K
$383K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.99K- 28.01% |
$101K - $104K
|
7.67K
$318K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.09K- 24.53% |
$104K - $107K
|
9.51K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.29K- 7.55% |
$111K - $114K
|
40.2K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.53K- 96.73% |
$119K - $123K
|
119
$4.93K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.68K- 15.88% |
$124K - $128K
|
19.5K
$807K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4.15K- 26.78% |
$140K - $144K
|
11.3K
$470K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.07K- 4.01% |
$171K - $176K
|
121K
$5.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.51K- 7.13% |
$186K - $192K
|
71.8K
$2.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-5.53K- 2.9% |
$187K - $192K
|
186K
$7.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.19K- 24.53% |
$209K - $215K
|
19K
$789K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-10.9K- 23.12% |
$367K - $378K
|
36.2K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.7K- 52.86% |
$396K - $408K
|
10.5K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-17.1K- 21.33% |
$578K - $595K
|
63.2K
$2.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-43K- 66.37% |
$1.45M - $1.49M
|
21.8K
$902K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147K- 59.07% |
$4.95M - $5.1M
|
102K
$4.21M
|