Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.71K+ 56.82% |
$178K - $191K
|
13K
$567K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.6K+ 16.34% |
$174K - $187K
|
32.7K
$1.43M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.45K+ 83.51% |
$169K - $181K
|
9.78K
$427K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.01K+ 15.92% |
$152K - $163K
|
29.2K
$1.27M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.84K+ 49.88% |
$146K - $156K
|
11.5K
$504K
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
2.98K+ 10.33% |
$113K - $121K
|
31.8K
$1.39M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.92K+ 58.92% |
$111K - $119K
|
7.87K
$343K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.89K+ 109.59% |
$110K - $118K
|
5.53K
$241K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.87K+ 37.81% |
$109K - $117K
|
10.5K
$457K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.78K+ 2.45% |
$105K - $113K
|
116K
$5.06M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.48K+ 13.74% |
$93.8K - $101K
|
20.5K
$894K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.35KNew |
$89.2K - $95.6K
|
2.35K
$103K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.12K+ 12.21% |
$80.3K - $86.2K
|
19.5K
$850K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.02K+ 4.32% |
$76.5K - $82.1K
|
48.7K
$2.13M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85K+ 12.87% |
$70.1K - $75.2K
|
16.2K
$708K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.83K+ 134.66% |
$69.4K - $74.4K
|
3.19K
$139K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39K+ 1.83% |
$52.6K - $56.5K
|
77.4K
$3.38M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 20.12% |
$49.4K - $53K
|
7.79K
$340K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.03K+ 18.59% |
$39K - $41.8K
|
6.56K
$286K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
925+ 4.26% |
$35.1K - $37.6K
|
22.6K
$988K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
732+ 6.04% |
$27.7K - $29.8K
|
12.8K
$561K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
705+ 1.28% |
$26.7K - $28.7K
|
55.6K
$2.43M
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
637New |
$24.1K - $25.9K
|
637
$27.8K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
408+ 4.33% |
$15.5K - $16.6K
|
9.82K
$429K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
383New |
$14.5K - $15.6K
|
383
$16.7K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
153+ 1.78% |
$5.8K - $6.22K
|
8.74K
$381K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70+ 1.89% |
$2.65K - $2.85K
|
3.78K
$165K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.57% |
$682 - $732
|
3.16K
$138K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17New |
$644 - $691
|
17
$742
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-37- 0.54% |
$1.4K - $1.5K
|
6.87K
$300K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-144- 0.41% |
$5.46K - $5.85K
|
34.8K
$1.52M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-146- 1.7% |
$5.53K - $5.93K
|
8.42K
$367K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-535- 12.53% |
$20.3K - $21.7K
|
3.74K
$163K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-563- 3.14% |
$21.3K - $22.9K
|
17.4K
$758K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-937- 5.94% |
$35.5K - $38.1K
|
14.8K
$648K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.76K- 12.31% |
$66.6K - $71.4K
|
12.5K
$546K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.88K- 3.32% |
$71.2K - $76.3K
|
54.7K
$2.39M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.1K- 1.99% |
$79.7K - $85.4K
|
104K
$4.52M
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.01K- 5.12% |
$190K - $203K
|
92.8K
$4.05M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.6K- 5.9% |
$478K - $513K
|
201K
$8.77M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 12.78% |
$817K - $877K
|
147K
$6.42M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.2K- 17.68% |
$1.15M - $1.23M
|
141K
$6.14M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-116K- 53.57% |
$4.38M - $4.7M
|
100K
$4.38M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 41.11% |
$5.06M - $5.43M
|
191K
$8.35M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-191K- 95.26% |
$7.24M - $7.77M
|
9.52K
$415K
|