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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.91K+ 3.72% |
$253K - $264K
|
165K
$7.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.6KNew |
$240K - $251K
|
5.6K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.46K+ 101.39% |
$234K - $244K
|
10.8K
$513K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.38K+ 44.64% |
$231K - $241K
|
17.4K
$825K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
5.31KNew |
$228K - $238K
|
5.31K
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.03KNew |
$216K - $225K
|
5.03K
$238K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.01K+ 11.35% |
$215K - $224K
|
49.2K
$2.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.95KNew |
$213K - $222K
|
4.95K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.79KNew |
$206K - $214K
|
4.79K
$227K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57KNew |
$196K - $204K
|
4.57K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.5KNew |
$193K - $201K
|
4.5K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.48KNew |
$192K - $201K
|
4.48K
$212K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.42K+ 38.12% |
$190K - $198K
|
16K
$758K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.31K+ 86.45% |
$185K - $193K
|
9.29K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.29KNew |
$184K - $192K
|
4.29K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.02K+ 82.44% |
$173K - $180K
|
8.9K
$422K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.65K+ 22.14% |
$157K - $163K
|
20.2K
$954K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.47KNew |
$149K - $155K
|
3.47K
$164K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.35K+ 28.83% |
$144K - $150K
|
15K
$709K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.19K+ 39.86% |
$137K - $143K
|
11.2K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.88K+ 18.79% |
$123K - $129K
|
18.2K
$861K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 14.49% |
$99.1K - $103K
|
18.2K
$864K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28KNew |
$98K - $102K
|
2.28K
$108K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.17K+ 4.89% |
$93K - $97K
|
46.5K
$2.2M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2K+ 24.36% |
$85.9K - $89.5K
|
10.2K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$85.8K - $89.5K
|
2K
$94.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 20.98% |
$78.1K - $81.4K
|
10.5K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.65K+ 34.09% |
$70.8K - $73.8K
|
6.49K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.59K+ 6.0% |
$68K - $70.9K
|
28K
$1.33M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 7.8% |
$62.2K - $64.8K
|
20K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.43K+ 29.53% |
$61.4K - $64K
|
6.27K
$297K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 15.46% |
$55.3K - $57.7K
|
9.63K
$456K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.14KNew |
$49.1K - $51.2K
|
1.14K
$54.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
894+ 18.11% |
$38.4K - $40K
|
5.83K
$276K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
500New |
$21.5K - $22.4K
|
500
$23.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
305New |
$13.1K - $13.6K
|
305
$14.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
229New |
$9.83K - $10.2K
|
229
$10.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
200+ 0.52% |
$8.58K - $8.95K
|
38.8K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.8K - $1.88K
|
42
$1.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 0.79% |
$172 - $179
|
500
$23.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 0.36% |
$515 - $537
|
3.33K
$158K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-28- 2.34% |
$1.2K - $1.25K
|
1.17K
$55.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-193- 1.3% |
$8.28K - $8.63K
|
14.6K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-247- 9.32% |
$10.6K - $11.1K
|
2.4K
$114K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-492- 0.46% |
$21.1K - $22K
|
107K
$5.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-579- 2.36% |
$24.9K - $25.9K
|
23.9K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-640- 3.53% |
$27.5K - $28.6K
|
17.5K
$829K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-770- 7.06% |
$33K - $34.4K
|
10.1K
$480K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-912- 16.65% |
$39.1K - $40.8K
|
4.57K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-925- 4.56% |
$39.7K - $41.4K
|
19.3K
$916K
|