Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39K+ 38.24% |
$1.78M - $1.91M
|
141K
$6.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
35.5KNew |
$1.62M - $1.74M
|
35.5K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 43.16% |
$1.42M - $1.52M
|
103K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.1KNew |
$1.01M - $1.08M
|
22.1K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 4250.82% |
$947K - $1.01M
|
21.2K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$485K - $519K
|
10.6K
$518K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.97K+ 200.0% |
$409K - $438K
|
13.4K
$657K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.08KNew |
$369K - $395K
|
8.08K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.63K+ 12.45% |
$303K - $324K
|
59.9K
$2.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.67K+ 24.84% |
$259K - $277K
|
28.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.42KNew |
$248K - $265K
|
5.42K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 1343.61% |
$221K - $236K
|
5.2K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.59K+ 25.33% |
$210K - $224K
|
22.7K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.7K+ 23.59% |
$169K - $181K
|
19.4K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.61K+ 26.68% |
$165K - $176K
|
17.2K
$837K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.37K+ 118250.0% |
$108K - $116K
|
2.37K
$116K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 0.56% |
$87.8K - $93.9K
|
346K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.4KNew |
$64.1K - $68.5K
|
1.4K
$68.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.16K+ 48.35% |
$53K - $56.7K
|
3.56K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.04K+ 0.49% |
$47.3K - $50.6K
|
212K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
890+ 7.91% |
$40.6K - $43.5K
|
12.1K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
743+ 17.77% |
$33.9K - $36.3K
|
4.93K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
444+ 79.43% |
$20.3K - $21.7K
|
1K
$49K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
337New |
$15.4K - $16.5K
|
337
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
264New |
$12.1K - $12.9K
|
264
$12.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
88+ 0.21% |
$4.02K - $4.3K
|
41.1K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6+ 0.01% |
$274 - $293
|
108K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 0.02% |
$137 - $147
|
14.6K
$713K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.08% |
$183 - $195
|
4.9K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8- 0.01% |
$365 - $391
|
63.8K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.83% |
$1.19K - $1.27K
|
3.12K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-79- 0.68% |
$3.61K - $3.86K
|
11.6K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-89- 1.8% |
$4.06K - $4.35K
|
4.85K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 3.64% |
$9.13K - $9.77K
|
5.3K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-214- 1.28% |
$9.77K - $10.5K
|
16.5K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-350- 1.56% |
$16K - $17.1K
|
22.1K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-416- 4.12% |
$19K - $20.3K
|
9.68K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-527- 0.32% |
$24.1K - $25.7K
|
162K
$7.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-625- 2.26% |
$28.5K - $30.5K
|
27.1K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-633- 3.07% |
$28.9K - $30.9K
|
20K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-644- 0.39% |
$29.4K - $31.5K
|
166K
$8.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-813- 33.33% |
$37.1K - $39.7K
|
1.63K
$79.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-846- 2.23% |
$38.6K - $41.3K
|
37.1K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-850- 1.97% |
$38.8K - $41.5K
|
42.3K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-895- 5.72% |
$40.9K - $43.7K
|
14.8K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-925- 1.07% |
$42.2K - $45.2K
|
85.7K
$4.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-945- 7.39% |
$43.1K - $46.2K
|
11.8K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.04K- 8.91% |
$47.4K - $50.8K
|
10.6K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 1.55% |
$57.1K - $61.1K
|
79.6K
$3.88M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.3K- 30.3% |
$59.5K - $63.7K
|
3K
$146K
|