Purchases and Sales Made in Q1 2024 in First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FMAR) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII FT CBOE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
398K+ 2807.41% |
$15M - $15.6M
|
412K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
335K+ 1625.17% |
$12.6M - $13.1M
|
356K
$15.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
316KNew |
$11.9M - $12.4M
|
316K
$13.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
201KNew |
$7.54M - $7.87M
|
201K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
171KNew |
$6.42M - $6.71M
|
171K
$7.46M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 106.46% |
$6.3M - $6.58M
|
325K
$14.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
163KNew |
$6.13M - $6.4M
|
163K
$7.12M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 199.75% |
$6.02M - $6.29M
|
240K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
123KNew |
$4.62M - $4.82M
|
123K
$5.36M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
89.3K+ 112.26% |
$3.35M - $3.5M
|
169K
$7.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.2KNew |
$3.01M - $3.15M
|
80.2K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.3K+ 355.33% |
$2.9M - $3.03M
|
99K
$4.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.4K+ 54.52% |
$2.83M - $2.96M
|
214K
$9.32M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55K+ 221.03% |
$2.07M - $2.16M
|
79.9K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
50.9KNew |
$1.91M - $2M
|
50.9K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.3K+ 373.47% |
$1.81M - $1.89M
|
61.2K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
42K+ 324.33% |
$1.58M - $1.65M
|
54.9K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.6K+ 60.89% |
$1.49M - $1.55M
|
105K
$4.56M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
36.5K+ 356.76% |
$1.37M - $1.43M
|
46.7K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
34.9KNew |
$1.31M - $1.37M
|
34.9K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 13.15% |
$1.19M - $1.24M
|
273K
$11.9M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.3K+ 16.31% |
$1.14M - $1.19M
|
216K
$9.42M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 293.92% |
$749K - $782K
|
26.7K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.2K+ 216.03% |
$723K - $755K
|
28.1K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.2KNew |
$646K - $674K
|
17.2K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.4KNew |
$540K - $564K
|
14.4K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.3K+ 85.11% |
$538K - $562K
|
31.1K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.3KNew |
$536K - $560K
|
14.3K
$623K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$399K - $416K
|
10.6K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.78KNew |
$330K - $344K
|
8.78K
$383K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.57KNew |
$322K - $336K
|
8.57K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.45K+ 19.39% |
$318K - $332K
|
52.1K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.28KNew |
$311K - $325K
|
8.28K
$361K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.7KNew |
$289K - $302K
|
7.7K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.35KNew |
$276K - $288K
|
7.35K
$321K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.08KNew |
$266K - $278K
|
7.08K
$309K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.91KNew |
$260K - $271K
|
6.91K
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.53K+ 30.85% |
$245K - $256K
|
27.7K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.48KNew |
$244K - $254K
|
6.48K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.43KNew |
$241K - $252K
|
6.43K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.72KNew |
$215K - $224K
|
5.72K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.53KNew |
$208K - $217K
|
5.53K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.3KNew |
$199K - $208K
|
5.3K
$231K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.17K+ 4.78% |
$194K - $203K
|
113K
$4.94M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.95KNew |
$186K - $194K
|
4.95K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.76K+ 23.29% |
$179K - $187K
|
25.2K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$160K - $168K
|
4.27K
$186K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.15K+ 31.43% |
$156K - $163K
|
17.4K
$758K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.99K+ 26.42% |
$112K - $117K
|
14.3K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.8K+ 3.82% |
$105K - $110K
|
76.1K
$3.32M
|