Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28.8KNew |
$1.14M - $1.19M
|
28.8K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
671+ 0.42% |
$26.6K - $27.7K
|
160K
$6.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-48- 0.77% |
$1.91K - $1.98K
|
6.18K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-156- 1.63% |
$6.19K - $6.44K
|
9.41K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-249- 0.52% |
$9.88K - $10.3K
|
47.7K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-269- 1.44% |
$10.7K - $11.1K
|
18.4K
$762K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 16.14% |
$42.3K - $43.9K
|
5.53K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.08K- 9.11% |
$43K - $44.7K
|
10.8K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.4K- 53.54% |
$55.6K - $57.8K
|
1.22K
$50.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.4K- 13.32% |
$95.1K - $98.9K
|
15.6K
$646K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.37K- 2.21% |
$134K - $139K
|
149K
$6.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.58K- 12.74% |
$142K - $148K
|
24.5K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-24.3K- 42.95% |
$963K - $1M
|
32.2K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-28.7K- 4.63% |
$1.14M - $1.19M
|
592K
$24.5M
|