Purchases and Sales Made in Q1 2023 in First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCH-TR FD VIII CBOE .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
762KNew |
$26.6M - $28.5M
|
762K
$36.6M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
105K+ 23.9% |
$3.66M - $3.92M
|
543K
$26.1M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70.1K+ 540.18% |
$2.45M - $2.63M
|
83.1K
$3.99M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59.4KNew |
$2.08M - $2.22M
|
59.4K
$2.85M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.8K+ 469.51% |
$1.57M - $1.68M
|
54.3K
$2.61M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.3K+ 5.38% |
$851K - $912K
|
477K
$22.9M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.4KNew |
$505K - $541K
|
14.4K
$695K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$501K - $537K
|
14.3K
$690K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$462K - $495K
|
13.2K
$635K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$370K - $397K
|
10.6K
$509K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.69KNew |
$269K - $288K
|
7.69K
$370K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
7.5K+ 35.04% |
$262K - $281K
|
28.9K
$1.39M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.84K+ 33.98% |
$239K - $256K
|
27K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.42KNew |
$224K - $240K
|
6.42K
$309K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.5KNew |
$192K - $206K
|
5.5K
$264K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15KNew |
$75.2K - $80.6K
|
2.15K
$103K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.05K+ 1.83% |
$36.7K - $39.3K
|
58.3K
$2.8M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
730New |
$25.5K - $27.3K
|
730
$35.1K
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
701+ 7.62% |
$24.5K - $26.3K
|
9.9K
$476K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
399+ 3.27% |
$13.9K - $14.9K
|
12.6K
$607K
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
88+ 0.06% |
$3.08K - $3.3K
|
156K
$7.52M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30- 0.08% |
$1.05K - $1.12K
|
37.5K
$1.81M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-46- 0.51% |
$1.61K - $1.72K
|
9.04K
$435K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-115- 0.71% |
$4.02K - $4.31K
|
16K
$771K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-119- 79.87% |
$4.16K - $4.46K
|
30
$1.44K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-129- 0.9% |
$4.51K - $4.83K
|
14.2K
$684K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-129- 0.85% |
$4.51K - $4.83K
|
15.1K
$725K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 1.24% |
$5.24K - $5.62K
|
12K
$575K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 2.26% |
$5.24K - $5.62K
|
6.5K
$313K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-207- 1.75% |
$7.23K - $7.75K
|
11.6K
$558K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-305- 2.87% |
$10.7K - $11.4K
|
10.3K
$496K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.43K- 11.17% |
$49.8K - $53.4K
|
11.3K
$545K
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.54K- 3.67% |
$53.9K - $57.8K
|
40.5K
$1.95M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.81K- 15.51% |
$63.2K - $67.8K
|
9.85K
$474K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.77K- 80.49% |
$96.8K - $104K
|
671
$32.3K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.81K- 0.98% |
$133K - $143K
|
387K
$18.6M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.58K- 41.44% |
$160K - $172K
|
6.48K
$311K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.87K- 6.18% |
$170K - $183K
|
74K
$3.56M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.62K- 7.75% |
$196K - $210K
|
66.8K
$3.21M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.67K- 53.41% |
$198K - $212K
|
4.95K
$238K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.4K- 32.64% |
$224K - $240K
|
13.2K
$635K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11K- 67.51% |
$384K - $412K
|
5.29K
$254K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.9K- 35.78% |
$414K - $444K
|
21.3K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 1.96% |
$480K - $514K
|
685K
$32.9M
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-17.7K- 75.69% |
$620K - $665K
|
5.7K
$274K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.5K- 7.67% |
$682K - $730K
|
235K
$11.3M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20.1K- 50.48% |
$703K - $754K
|
19.7K
$949K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21.4K- 23.55% |
$748K - $801K
|
69.5K
$3.34M
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-24.6K- 55.0% |
$861K - $923K
|
20.2K
$969K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.9K- 60.13% |
$976K - $1.05M
|
18.5K
$891K
|