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 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 11.34% |
$66.6K - $71.3K
|
11.4K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.49K- 0.91% |
$68.2K - $73K
|
162K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.63K- 6.35% |
$74.4K - $79.6K
|
24K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.72K- 11.46% |
$78.3K - $83.8K
|
13.2K
$647K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.17K- 30.45% |
$98.9K - $106K
|
4.95K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.62K- 62.09% |
$119K - $128K
|
1.6K
$78K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.98K- 19.54% |
$136K - $146K
|
12.3K
$599K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.27K- 20.8% |
$149K - $160K
|
12.4K
$607K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.28K- 41.3% |
$150K - $160K
|
4.67K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.75K- 5.41% |
$217K - $232K
|
83.1K
$4.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.75K- 9.03% |
$217K - $232K
|
47.9K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.77K- 31.67% |
$218K - $233K
|
10.3K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.93K- 2.73% |
$225K - $241K
|
175K
$8.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.98K- 9.96% |
$227K - $243K
|
45K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.18K- 59.72% |
$328K - $350K
|
4.84K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7.36KClosed |
$336K - $360K
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.97K- 66.67% |
$409K - $438K
|
4.48K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-9.17K- 20.2% |
$419K - $448K
|
36.2K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 2.18% |
$487K - $521K
|
478K
$23.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-11.1K- 59.78% |
$507K - $542K
|
7.47K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.3K- 61.53% |
$561K - $600K
|
7.68K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-12.6K- 9.92% |
$573K - $613K
|
114K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.4KClosed |
$794K - $849K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.6K- 17.4% |
$849K - $908K
|
88.2K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.1K- 81.25% |
$920K - $984K
|
4.65K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-30K- 30.07% |
$1.37M - $1.47M
|
69.8K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.2K- 12.66% |
$1.56M - $1.67M
|
236K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-35.1K- 17.65% |
$1.6M - $1.71M
|
164K
$7.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-222K- 92.8% |
$10.1M - $10.8M
|
17.2K
$840K
|