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 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-55- 0.44% |
$2.38K - $2.56K
|
12.3K
$598K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-64- 1.04% |
$2.77K - $2.98K
|
6.07K
$294K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.79% |
$4.32K - $4.65K
|
5.5K
$267K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-117- 2.31% |
$5.06K - $5.44K
|
4.94K
$239K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-124- 0.19% |
$5.36K - $5.77K
|
64.7K
$3.14M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-164- 4.93% |
$7.09K - $7.63K
|
3.16K
$153K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-212- 1.22% |
$9.16K - $9.86K
|
17.2K
$835K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-279- 0.22% |
$12.1K - $13K
|
127K
$6.16M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-290- 81.92% |
$12.5K - $13.5K
|
64
$3.1K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300- 0.33% |
$13K - $14K
|
91.7K
$4.45M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-301- 1.0% |
$13K - $14K
|
29.7K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-320- 0.19% |
$13.8K - $14.9K
|
164K
$7.96M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-340- 3.24% |
$14.7K - $15.8K
|
10.2K
$492K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-372- 1.92% |
$16.1K - $17.3K
|
19K
$920K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-535- 8.53% |
$23.1K - $24.9K
|
5.74K
$278K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-800- 2.81% |
$34.6K - $37.2K
|
27.7K
$1.34M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-854- 0.51% |
$36.9K - $39.7K
|
165K
$8M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.04K- 0.97% |
$44.9K - $48.4K
|
106K
$5.15M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.13K- 2.55% |
$48.8K - $52.6K
|
43.2K
$2.09M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 20.82% |
$52.5K - $56.5K
|
4.62K
$224K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.25K- 8.55% |
$53.8K - $58K
|
13.3K
$646K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.26K- 29.4% |
$54.5K - $58.6K
|
3.03K
$147K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.41K- 13.5% |
$60.8K - $65.5K
|
9.02K
$437K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.72K- 2.99% |
$74.1K - $79.8K
|
55.7K
$2.7M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.82K- 0.99% |
$78.8K - $84.8K
|
182K
$8.83M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.45K- 2.7% |
$106K - $114K
|
88.6K
$4.29M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.5K- 36.34% |
$108K - $116K
|
4.37K
$212K
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.02K- 1.24% |
$131K - $141K
|
240K
$11.6M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 10.22% |
$141K - $152K
|
28.6K
$1.39M
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.34K- 30.79% |
$144K - $155K
|
7.5K
$364K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.76K- 23.79% |
$206K - $222K
|
15.3K
$740K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.03K- 22.15% |
$260K - $280K
|
21.2K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.06K- 12.32% |
$262K - $282K
|
43.1K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.45K- 36.04% |
$279K - $300K
|
11.4K
$555K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.59K- 10.12% |
$328K - $353K
|
67.4K
$3.27M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.94K- 5.91% |
$343K - $369K
|
126K
$6.13M
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-8.31K- 44.77% |
$359K - $386K
|
10.2K
$497K
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-11.2K- 5.14% |
$485K - $522K
|
207K
$10M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.3K- 7.94% |
$531K - $572K
|
143K
$6.91M
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-19.7K- 63.64% |
$853K - $918K
|
11.3K
$547K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35K- 30.69% |
$1.51M - $1.63M
|
79K
$3.83M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.9K- 13.31% |
$1.68M - $1.81M
|
253K
$12.3M
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.2K- 86.53% |
$1.74M - $1.87M
|
6.26K
$303K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-280K- 43.85% |
$12.1M - $13M
|
359K
$17.4M
|