Purchases and Sales Made in Q3 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 Q3 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
Oct 25, 2023 Q3 2023
3 D/L Capital Management, LLC

BUY
 -
746K
New
$28.5M - $29.6M
746K $35.3M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
99.3K
+ 15.57%
$3.79M - $3.94M
737K $34.9M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
73.6K
+ 358.38%
$2.81M - $2.92M
94.1K $4.46M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
67.3K
+ 348.99%
$2.57M - $2.67M
86.6K $4.1M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
42.5K
+ 33.23%
$1.62M - $1.69M
170K $8.07M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
28K
New
$1.07M - $1.11M
28K $1.33M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
16K
+ 72.42%
$613K - $636K
38.2K $1.81M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
14.9K
New
$567K - $589K
14.9K $704K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
12K
+ 140.11%
$459K - $477K
20.6K $975K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
11.3K
+ 143.32%
$432K - $449K
19.2K $910K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
8.56K
New
$327K - $340K
8.56K $406K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
7K
+ 98.65%
$267K - $278K
14.1K $668K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
6.19K
New
$237K - $246K
6.19K $294K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
5.6K
New
$214K - $222K
5.6K $266K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
4.17K
+ 7.7%
$159K - $166K
58.4K $2.77M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
3.74K
New
$143K - $149K
3.74K $177K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
2.76K
New
$105K - $110K
2.76K $131K
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

BUY
 -
2.55K
+ 11.68%
$97.4K - $101K
24.4K $1.16M
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
2.04K
+ 8.24%
$78K - $81.1K
26.8K $1.27M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.83K
New
$69.9K - $72.6K
1.83K $86.7K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
779
+ 0.47%
$29.8K - $30.9K
166K $7.85M
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
762
+ 3.45%
$29.1K - $30.2K
22.8K $1.08M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
351
+ 0.44%
$13.4K - $13.9K
81K $3.84M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
308
+ 1.57%
$11.8K - $12.2K
19.9K $944K
Nov 14, 2023 Q3 2023
Harvest Investment Services, LLC

BUY
 -
258
+ 1.3%
$9.86K - $10.2K
20.1K $952K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
206
+ 0.16%
$7.87K - $8.17K
132K $6.28M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
14
New
$535 - $556
14 $664
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-10
- 0.06%
$382 - $397
17K $805K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-27
- 0.09%
$1.03K - $1.07K
30K $1.42M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-59
- 0.39%
$2.25K - $2.34K
15K $709K
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-105
- 0.47%
$4.01K - $4.17K
22.1K $1.05M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-159
- 1.88%
$6.07K - $6.31K
8.32K $394K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-193
- 0.64%
$7.37K - $7.66K
30.1K $1.43M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-225
- 1.87%
$8.6K - $8.93K
11.8K $558K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-227
- 2.38%
$8.67K - $9.01K
9.31K $441K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-243
- 2.97%
$9.28K - $9.64K
7.93K $376K
Oct 13, 2023 Q3 2023
Cooper Financial Group

SELL
 -
-280
- 3.1%
$10.7K - $11.1K
8.76K $415K
Oct 24, 2023 Q3 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-288
- 2.91%
$11K - $11.4K
9.6K $455K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-427
- 2.4%
$16.3K - $16.9K
17.4K $823K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-535
- 8.09%
$20.4K - $21.2K
6.08K $288K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

SELL
 -
-648
- 5.71%
$24.8K - $25.7K
10.7K $508K
Nov 02, 2023 Q3 2023
Sloy Dahl & Holst, LLC

SELL
 -
-850
- 1.85%
$32.5K - $33.7K
45.2K $2.14M
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-871
- 3.43%
$33.3K - $34.6K
24.5K $1.16M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

SELL
 -
-879
- 5.73%
$33.6K - $34.9K
14.5K $686K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

SELL
 -
-970
- 6.17%
$37.1K - $38.5K
14.8K $699K
Nov 14, 2023 Q3 2023
Stephens Inc

SELL
 -
-1.43K
- 1.09%
$54.4K - $56.5K
130K $6.15M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

SELL
 -
-1.65K
- 11.75%
$62.8K - $65.3K
12.4K $586K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.75K
- 2.74%
$66.8K - $69.4K
62.1K $2.94M
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-1.79K
- 53.86%
$68.5K - $71.2K
1.54K $72.9K

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