Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
471K+ 785.49% |
$20M - $23.5M
|
531K
$27.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
275K+ 267.43% |
$11.7M - $13.8M
|
378K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
111K+ 2288.97% |
$4.7M - $5.54M
|
116K
$6.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
44.7KNew |
$1.9M - $2.24M
|
44.7K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
43.5K+ 30.83% |
$1.85M - $2.18M
|
185K
$9.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.7K+ 48.44% |
$1.81M - $2.14M
|
131K
$6.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.4KNew |
$1.76M - $2.07M
|
41.4K
$2.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.8K+ 30.41% |
$1.69M - $1.99M
|
171K
$8.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
32.9KNew |
$1.4M - $1.65M
|
32.9K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.9K+ 37.2% |
$1.35M - $1.6M
|
118K
$6.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.4K+ 8.52% |
$1.25M - $1.47M
|
375K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$973K - $1.15M
|
22.9K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.9K+ 25.19% |
$889K - $1.05M
|
104K
$5.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$762K - $898K
|
17.9K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 7.35% |
$737K - $869K
|
253K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
16.5K+ 10.16% |
$698K - $823K
|
178K
$9.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2KNew |
$518K - $610K
|
12.2K
$640K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$496K - $585K
|
11.7K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11.5KNew |
$489K - $577K
|
11.5K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.1KNew |
$470K - $554K
|
11.1K
$580K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.86KNew |
$418K - $493K
|
9.86K
$517K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9.69K+ 32.63% |
$411K - $485K
|
39.4K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.25KNew |
$392K - $463K
|
9.25K
$485K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.02K+ 117.36% |
$383K - $451K
|
16.7K
$876K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.97K+ 200.0% |
$381K - $449K
|
13.4K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.6K+ 57.36% |
$323K - $380K
|
20.8K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.5KNew |
$318K - $375K
|
7.5K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
7.44K+ 30.95% |
$316K - $372K
|
31.5K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.15K+ 4.08% |
$304K - $358K
|
183K
$9.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.09K+ 15.74% |
$301K - $354K
|
52.1K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7.08K+ 238.93% |
$301K - $354K
|
10K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.65K+ 212.98% |
$282K - $332K
|
9.77K
$512K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6.33KNew |
$269K - $317K
|
6.33K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.09KNew |
$259K - $305K
|
6.09K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.04K+ 31.15% |
$256K - $302K
|
25.4K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.99K+ 56.37% |
$254K - $299K
|
16.6K
$871K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.92KNew |
$251K - $296K
|
5.92K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.55K+ 60.15% |
$236K - $278K
|
14.8K
$775K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.49KNew |
$191K - $225K
|
4.49K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.42K+ 19.99% |
$187K - $221K
|
26.5K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.31K+ 44.57% |
$183K - $216K
|
14K
$734K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.3KNew |
$183K - $215K
|
4.3K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$181K - $213K
|
4.25K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.09KNew |
$174K - $205K
|
4.09K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.85K+ 30.94% |
$163K - $193K
|
16.3K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.42K+ 15.97% |
$145K - $171K
|
24.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 8.74% |
$138K - $162K
|
40.4K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.03K+ 13.35% |
$129K - $152K
|
25.7K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3K+ 15.0% |
$127K - $150K
|
23K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.75KNew |
$117K - $138K
|
2.75K
$144K
|