Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-404- 0.34% |
$17K - $17.7K
|
120K
$5.03M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-500- 4.83% |
$21K - $21.8K
|
9.85K
$414K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-501- 9.24% |
$21K - $21.9K
|
4.92K
$207K
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-593- 5.67% |
$24.9K - $25.9K
|
9.87K
$415K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-658- 2.04% |
$27.6K - $28.7K
|
31.6K
$1.33M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-823- 10.03% |
$34.5K - $36K
|
7.39K
$311K
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.03K- 0.55% |
$43.3K - $45.1K
|
186K
$7.82M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.07K- 13.85% |
$44.8K - $46.6K
|
6.64K
$279K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.08K- 6.2% |
$45.4K - $47.3K
|
16.4K
$689K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 17.36% |
$50.4K - $52.4K
|
5.71K
$240K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.4K- 2.57% |
$58.6K - $61K
|
52.9K
$2.23M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.68K- 2.58% |
$70.4K - $73.3K
|
63.4K
$2.67M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.89K- 8.31% |
$79.2K - $82.5K
|
20.8K
$877K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.02K- 27.95% |
$84.8K - $88.3K
|
5.21K
$219K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.05K- 17.76% |
$86K - $89.6K
|
9.49K
$399K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.07K- 3.85% |
$86.9K - $90.5K
|
51.7K
$2.17M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 11.67% |
$97.8K - $102K
|
17.6K
$742K
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.36K- 27.05% |
$99.2K - $103K
|
6.38K
$268K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.48K- 5.48% |
$104K - $108K
|
42.7K
$1.8M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.7K- 36.24% |
$113K - $118K
|
4.75K
$200K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.78K- 6.29% |
$117K - $122K
|
41.5K
$1.75M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.82K- 2.62% |
$118K - $123K
|
105K
$4.42M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.12K- 94.46% |
$131K - $136K
|
183
$7.7K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.98K- 25.51% |
$167K - $174K
|
11.6K
$489K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.02K- 43.11% |
$169K - $176K
|
5.3K
$223K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.07K- 3.98% |
$171K - $178K
|
98.2K
$4.13M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.08K- 20.96% |
$171K - $178K
|
15.4K
$646K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.37K- 7.19% |
$183K - $191K
|
56.4K
$2.37M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.38K- 99.95% |
$184K - $192K
|
2
$84.1
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.65K- 1.38% |
$195K - $203K
|
333K
$14M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.49K- 18.93% |
$230K - $240K
|
23.5K
$989K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.35K- 23.3% |
$308K - $321K
|
24.2K
$1.02M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.52K- 5.2% |
$316K - $329K
|
137K
$5.77M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8K- 8.6% |
$336K - $349K
|
85K
$3.58M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.73K- 8.53% |
$366K - $381K
|
93.6K
$3.94M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.6K- 55.54% |
$529K - $551K
|
10.1K
$425K
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-19.9K- 15.05% |
$835K - $869K
|
112K
$4.72M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.6K- 11.94% |
$990K - $1.03M
|
174K
$7.32M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 16.39% |
$1.33M - $1.38M
|
161K
$6.79M
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-38.1K- 69.01% |
$1.6M - $1.66M
|
17.1K
$719K
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-50.7K- 57.46% |
$2.13M - $2.21M
|
37.5K
$1.58M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.2K- 36.03% |
$2.19M - $2.28M
|
92.6K
$3.9M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-96.8K- 89.15% |
$4.06M - $4.23M
|
11.8K
$496K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-155K- 89.05% |
$6.52M - $6.79M
|
19.1K
$803K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-190K- 62.58% |
$7.97M - $8.3M
|
114K
$4.78M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-273K- 57.24% |
$11.4M - $11.9M
|
204K
$8.57M
|