Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
243K+ 461.55% |
$10.4M - $10.9M
|
296K
$14.2M
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
218KNew |
$9.36M - $9.76M
|
218K
$10.5M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172K+ 142.15% |
$7.36M - $7.67M
|
292K
$14M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
139KNew |
$5.97M - $6.22M
|
139K
$6.69M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 359.59% |
$4.51M - $4.7M
|
134K
$6.46M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
102KNew |
$4.36M - $4.55M
|
102K
$4.89M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
90.6K+ 97.06% |
$3.89M - $4.05M
|
184K
$8.84M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87.8K+ 344.3% |
$3.77M - $3.93M
|
113K
$5.45M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85.6KNew |
$3.67M - $3.83M
|
85.6K
$4.12M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
83.9K+ 1027.34% |
$3.6M - $3.75M
|
92K
$4.43M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 66.83% |
$2.82M - $2.94M
|
164K
$7.88M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.8K+ 62.94% |
$2.57M - $2.68M
|
155K
$7.44M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47.9K+ 502.84% |
$2.06M - $2.14M
|
57.4K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
45.5KNew |
$1.95M - $2.04M
|
45.5K
$2.19M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.5K+ 6.93% |
$1.78M - $1.86M
|
639K
$30.7M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
38.1KNew |
$1.64M - $1.71M
|
38.1K
$1.83M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
36.7K+ 28.35% |
$1.57M - $1.64M
|
166K
$7.98M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.1K+ 75.05% |
$1.38M - $1.44M
|
75K
$3.6M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
31KNew |
$1.33M - $1.39M
|
31K
$1.49M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
28.5KNew |
$1.22M - $1.27M
|
28.5K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.6K+ 36.93% |
$1.05M - $1.1M
|
91K
$4.38M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.2K+ 3631.64% |
$951K - $991K
|
22.8K
$1.09M
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 4.6% |
$909K - $948K
|
481K
$23.1M
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
18.6KNew |
$797K - $831K
|
18.6K
$893K
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
18.6KNew |
$796K - $830K
|
18.6K
$892K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.4KNew |
$791K - $825K
|
18.4K
$887K
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
18.2KNew |
$780K - $814K
|
18.2K
$874K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17.5K+ 138.96% |
$749K - $781K
|
30K
$1.44M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.6KNew |
$712K - $742K
|
16.6K
$798K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.5KNew |
$665K - $694K
|
15.5K
$745K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.6KNew |
$625K - $652K
|
14.6K
$700K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.4KNew |
$532K - $555K
|
12.4K
$596K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$507K - $529K
|
11.8K
$568K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 161.92% |
$505K - $526K
|
19K
$915K
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.7KNew |
$502K - $523K
|
11.7K
$562K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.6KNew |
$498K - $519K
|
11.6K
$558K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.6KNew |
$454K - $473K
|
10.6K
$509K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 133.53% |
$439K - $458K
|
17.9K
$861K
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
9.81K+ 4.21% |
$421K - $439K
|
243K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.99K+ 166.23% |
$386K - $402K
|
14.4K
$692K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.82K+ 38.24% |
$379K - $395K
|
31.9K
$1.53M
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.44KNew |
$362K - $378K
|
8.44K
$406K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.29KNew |
$356K - $371K
|
8.29K
$399K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.82KNew |
$336K - $350K
|
7.82K
$376K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
6.99K+ 41.94% |
$300K - $313K
|
23.6K
$1.14M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.87KNew |
$295K - $307K
|
6.87K
$330K
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6.77KNew |
$291K - $303K
|
6.77K
$326K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.57KNew |
$282K - $294K
|
6.57K
$316K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.31K+ 5.87% |
$271K - $282K
|
114K
$5.48M
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$259K - $270K
|
6.04K
$290K
|