Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65K+ 57.42% |
$2.81M - $3.03M
|
178K
$8.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
43.4K+ 190.59% |
$1.87M - $2.02M
|
66.1K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.9K+ 349.44% |
$1.77M - $1.9M
|
52.6K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.4K+ 23.42% |
$1.66M - $1.79M
|
202K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$1.01M - $1.08M
|
23.3K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 7.43% |
$949K - $1.02M
|
318K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.8KNew |
$900K - $969K
|
20.8K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5KNew |
$627K - $675K
|
14.5K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 178.25% |
$500K - $538K
|
18K
$872K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
11.3KNew |
$487K - $524K
|
11.3K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$473K - $509K
|
10.9K
$529K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.9KNew |
$470K - $506K
|
10.9K
$525K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$469K - $505K
|
10.9K
$525K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.45KNew |
$408K - $439K
|
9.45K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9.16K+ 20.13% |
$396K - $426K
|
54.7K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.22K+ 30.86% |
$269K - $289K
|
26.4K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.5K+ 51.98% |
$238K - $256K
|
16.1K
$777K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.18KNew |
$224K - $241K
|
5.18K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.59K+ 41.07% |
$199K - $214K
|
15.8K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.34KNew |
$187K - $202K
|
4.34K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.32KNew |
$187K - $201K
|
4.32K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.24K+ 27.35% |
$183K - $197K
|
19.7K
$954K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.18K+ 1823.58% |
$180K - $194K
|
4.41K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.02K+ 41.77% |
$174K - $187K
|
13.6K
$659K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.5K+ 70.76% |
$151K - $163K
|
8.46K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.45K+ 9.04% |
$149K - $160K
|
41.6K
$2.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 0.7% |
$145K - $156K
|
485K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.33K+ 28.69% |
$144K - $155K
|
14.9K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.86KNew |
$124K - $133K
|
2.86K
$138K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.19K+ 9.28% |
$94.8K - $102K
|
25.8K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 54.54% |
$81.7K - $88K
|
5.36K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 22.32% |
$75.4K - $81.2K
|
9.56K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 7.24% |
$57K - $61.4K
|
19.6K
$945K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.27K+ 6.73% |
$54.8K - $59K
|
20.1K
$972K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.09K+ 16.1% |
$47.1K - $50.7K
|
7.86K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.09K+ 16.56% |
$47K - $50.6K
|
7.66K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
967+ 10.86% |
$41.8K - $45K
|
9.87K
$477K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
720+ 3.96% |
$31.1K - $33.5K
|
18.9K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
574+ 3.99% |
$24.8K - $26.7K
|
15K
$723K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
391+ 7.36% |
$16.9K - $18.2K
|
5.71K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
270+ 5.37% |
$11.7K - $12.6K
|
5.3K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$8.64K - $9.3K
|
200
$9.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144+ 0.96% |
$6.22K - $6.7K
|
15.1K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
115+ 2.4% |
$4.97K - $5.35K
|
4.91K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
49+ 0.59% |
$2.12K - $2.28K
|
8.34K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 1.75% |
$1.73K - $1.86K
|
2.32K
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$86.4 - $93
|
14.6K
$707K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.4% |
$86.4 - $93
|
498
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8- 0.05% |
$346 - $372
|
17.5K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-29- 2.48% |
$1.25K - $1.35K
|
1.14K
$55.2K
|