Purchases and Sales Made in Q2 2023 in First Tr Exch Tr Fd Viii Cboe (FMAY)

FMAY Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY) during Q2 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
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
535K
+ 112.29%
$19.4M - $20.9M
1.01M $48.1M
Jul 14, 2023 Q2 2023
Focus Wealth Advisors, LLC

BUY
 -
409K
New
$14.8M - $15.9M
409K $19.4M
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
155K
+ 1554.11%
$5.61M - $6.03M
165K $7.84M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
132K
New
$4.8M - $5.15M
132K $6.29M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
114K
+ 688.49%
$4.15M - $4.46M
131K $6.23M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
94.8K
+ 17.48%
$3.44M - $3.7M
637K $30.3M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
65.8K
New
$2.38M - $2.56M
65.8K $3.13M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
49.3K
+ 995.82%
$1.79M - $1.92M
54.2K $2.58M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
43.9K
+ 59.26%
$1.59M - $1.71M
118K $5.6M
Aug 02, 2023 Q2 2023
1776 Wealth LLC

BUY
 -
28.8K
New
$1.04M - $1.12M
28.8K $1.37M
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

BUY
 -
19.8K
New
$719K - $773K
19.8K $943K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
19.6K
New
$711K - $764K
19.6K $933K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
15.9K
New
$578K - $621K
15.9K $758K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
15.7K
New
$570K - $613K
15.7K $747K
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
15.1K
New
$548K - $589K
15.1K $719K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
14.7K
+ 93.64%
$532K - $572K
30.3K $1.44M
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
14.5K
+ 1755.86%
$527K - $566K
15.3K $730K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
13.2K
New
$480K - $516K
13.2K $630K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
12.9K
New
$469K - $504K
12.9K $615K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
12.1K
New
$439K - $472K
12.1K $576K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
11.9K
New
$431K - $464K
11.9K $566K
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
10.3K
New
$374K - $402K
10.3K $491K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.76K
+ 12.18%
$318K - $341K
80.7K $3.84M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.72K
+ 40.98%
$316K - $340K
30K $1.43M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.06K
New
$292K - $314K
8.06K $383K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
7.98K
New
$289K - $311K
7.98K $379K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
7.89K
New
$286K - $307K
7.89K $375K
Aug 08, 2023 Q2 2023
Integrity Financial Corp

BUY
 -
6.95K
+ 46.0%
$252K - $271K
22.1K $1.05M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
6.46K
New
$234K - $252K
6.46K $307K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
6.27K
New
$227K - $244K
6.27K $298K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.18K
+ 53.22%
$224K - $241K
17.8K $846K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.67K
+ 53.53%
$206K - $221K
16.3K $774K
Jul 12, 2023 Q2 2023
Darwin Advisors, LLC

BUY
 -
5.48K
New
$199K - $214K
5.48K $261K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
4.8K
+ 28.18%
$174K - $187K
21.8K $1.04M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.8K
+ 45.87%
$138K - $148K
12.1K $574K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
3.42K
New
$124K - $133K
3.42K $163K
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
2.67K
+ 23.54%
$96.7K - $104K
14K $666K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
2.66K
+ 396.42%
$96.5K - $104K
3.33K $158K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.84K
+ 9.86%
$66.8K - $71.8K
20.5K $976K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
1.78K
+ 2.31%
$64.5K - $69.4K
78.8K $3.75M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.33K
New
$48.1K - $51.7K
1.33K $63.1K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1K
+ 1.2%
$36.3K - $39K
84.1K $4M
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
750
+ 483.87%
$27.2K - $29.2K
905 $43K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
491
+ 6.39%
$17.8K - $19.1K
8.18K $389K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
426
+ 1.71%
$15.4K - $16.6K
25.4K $1.21M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
233
New
$8.45K - $9.08K
233 $11.1K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
150
+ 1.25%
$5.44K - $5.85K
12.1K $575K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
111
+ 1.71%
$4.02K - $4.33K
6.61K $314K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
110
+ 15.07%
$3.99K - $4.29K
840 $39.9K

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