Purchases and Sales Made in Q3 2024 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 2024. 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 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
160KNew |
$5.98M - $6.39M
|
160K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
91.4KNew |
$3.42M - $3.65M
|
91.4K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25KNew |
$937K - $1M
|
25K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.8KNew |
$817K - $872K
|
21.8K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$685K - $731K
|
18.3K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
13.1KNew |
$491K - $525K
|
13.1K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.9KNew |
$445K - $476K
|
11.9K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.11KNew |
$303K - $324K
|
8.11K
$336K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.84KNew |
$219K - $233K
|
5.84K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.08KNew |
$190K - $203K
|
5.08K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.74K+ 26.28% |
$140K - $150K
|
18K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.36K+ 70.62% |
$126K - $134K
|
8.11K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.33K+ 20.04% |
$124K - $133K
|
19.9K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.23KNew |
$121K - $129K
|
3.23K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.05KNew |
$114K - $122K
|
3.05K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12K+ 17.81% |
$79.4K - $84.7K
|
14K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.8KNew |
$67.4K - $72K
|
1.8K
$74.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.45KNew |
$54.3K - $58K
|
1.45K
$60.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.37K+ 2.49% |
$51.4K - $54.9K
|
56.5K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.26K+ 3.42% |
$47.3K - $50.5K
|
38.2K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
796+ 1.1% |
$29.8K - $31.8K
|
73K
$3.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
339+ 100.0% |
$12.7K - $13.5K
|
678
$28.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 15.05% |
$5.35K - $5.72K
|
1.09K
$45.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1- 0.01% |
$37.4 - $40
|
13.9K
$578K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-50- 0.44% |
$1.87K - $2K
|
11.3K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 0.21% |
$3.74K - $4K
|
48K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-172- 2.59% |
$6.44K - $6.87K
|
6.47K
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-202- 2.84% |
$7.56K - $8.07K
|
6.92K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-250- 3.07% |
$9.36K - $9.99K
|
7.89K
$327K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-256- 1.52% |
$9.58K - $10.2K
|
16.6K
$686K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-315- 1.28% |
$11.8K - $12.6K
|
24.2K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-392- 6.81% |
$14.7K - $15.7K
|
5.36K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-494- 0.4% |
$18.5K - $19.7K
|
122K
$5.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-565- 2.94% |
$21.1K - $22.6K
|
18.6K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.25K- 6.18% |
$46.8K - $50K
|
19K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 0.94% |
$71.5K - $76.3K
|
202K
$8.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.6K- 1.68% |
$97.2K - $104K
|
152K
$6.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.87K- 84.45% |
$107K - $115K
|
528
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.98K- 21.49% |
$111K - $119K
|
10.9K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.29K- 1.49% |
$123K - $132K
|
217K
$9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.33K- 9.62% |
$124K - $133K
|
31.2K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.54K- 40.91% |
$133K - $142K
|
5.12K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4K- 39.12% |
$150K - $160K
|
6.23K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.96K- 38.51% |
$185K - $198K
|
7.91K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5.31K- 66.98% |
$199K - $212K
|
2.62K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.35K- 33.23% |
$200K - $214K
|
10.7K
$445K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.35K- 33.23% |
$200K - $214K
|
10.7K
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.98K- 47.56% |
$224K - $239K
|
6.6K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-7.09K- 7.36% |
$266K - $284K
|
89.3K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11K- 16.49% |
$412K - $440K
|
55.7K
$2.31M
|