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 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.72K+ 46.58% |
$102K - $107K
|
8.57K
$374K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.43K+ 4.49% |
$91.2K - $95.3K
|
56.5K
$2.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.42K+ 18.51% |
$90.8K - $94.8K
|
15.5K
$675K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.4K+ 38.86% |
$90.3K - $94.3K
|
8.59K
$375K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.4K+ 24.73% |
$90.3K - $94.3K
|
12.1K
$529K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.23K+ 6.03% |
$83.7K - $87.3K
|
39.2K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.94K+ 33.09% |
$72.7K - $75.9K
|
7.78K
$340K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.65K+ 793.75% |
$62K - $64.8K
|
1.86K
$81.1K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.58KNew |
$59.5K - $62.1K
|
1.58K
$69.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$54.1K - $56.5K
|
1.44K
$62.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.36KNew |
$51.1K - $53.3K
|
1.36K
$59.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
984+ 59.46% |
$37K - $38.6K
|
2.64K
$115K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
753+ 31.47% |
$28.3K - $29.5K
|
3.15K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
636New |
$23.9K - $25K
|
636
$27.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
636New |
$23.9K - $25K
|
636
$27.8K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
636New |
$23.9K - $25K
|
636
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
562New |
$21.1K - $22.1K
|
562
$24.5K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
541+ 8.5% |
$20.3K - $21.2K
|
6.9K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
465+ 52.31% |
$17.5K - $18.2K
|
1.35K
$59.1K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
263+ 19.92% |
$9.88K - $10.3K
|
1.58K
$69.1K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
171+ 2.18% |
$6.43K - $6.71K
|
8K
$349K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$1.13K - $1.18K
|
30
$1.31K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-81- 0.45% |
$3.04K - $3.18K
|
17.9K
$783K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 18.52% |
$18.8K - $19.6K
|
2.2K
$96K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-730- 16.44% |
$27.4K - $28.6K
|
3.71K
$162K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.24K- 12.72% |
$46.7K - $48.8K
|
8.54K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.33K- 12.41% |
$50.1K - $52.3K
|
9.41K
$411K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.39K- 1.79% |
$52.2K - $54.5K
|
76.1K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 8.96% |
$58.4K - $60.9K
|
15.8K
$689K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.97K- 1.82% |
$73.8K - $77.1K
|
106K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 21.09% |
$97.7K - $102K
|
9.73K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.54K- 16.42% |
$133K - $139K
|
18K
$786K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.93K- 3.86% |
$148K - $154K
|
97.8K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.27KClosed |
$160K - $168K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.28K- 41.68% |
$161K - $168K
|
5.99K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.9K- 51.72% |
$222K - $232K
|
5.51K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.1K- 51.45% |
$1.54M - $1.61M
|
38.8K
$1.69M
|