Purchases and Sales Made in Q4 2024 in First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (YMAR) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
431KNew |
$9.82M - $10.4M
|
431K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
303K+ 235.51% |
$6.91M - $7.31M
|
432K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
155KNew |
$3.54M - $3.74M
|
155K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.3KNew |
$713K - $754K
|
31.3K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19KNew |
$434K - $459K
|
19K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.6KNew |
$424K - $448K
|
18.6K
$439K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$393K - $416K
|
17.2K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.8KNew |
$291K - $308K
|
12.8K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.4KNew |
$283K - $300K
|
12.4K
$294K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12KNew |
$272K - $288K
|
12K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 67.71% |
$263K - $278K
|
28.6K
$675K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.79K+ 19.6% |
$223K - $236K
|
59.7K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.19K+ 1.66% |
$72.6K - $76.8K
|
196K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$54.9K - $58.1K
|
2.41K
$56.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 10.98% |
$36.7K - $38.8K
|
16.3K
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.2KNew |
$27.3K - $28.9K
|
1.2K
$28.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.02K+ 8.68% |
$23.2K - $24.5K
|
12.7K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
520+ 2.1% |
$11.9K - $12.5K
|
25.2K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
466+ 1.84% |
$10.6K - $11.2K
|
25.8K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
466+ 1.86% |
$10.6K - $11.2K
|
25.6K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
368+ 2.28% |
$8.39K - $8.87K
|
16.5K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
215+ 1.27% |
$4.9K - $5.18K
|
17.2K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
47+ 1.85% |
$1.07K - $1.13K
|
2.59K
$61.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24- 0.26% |
$547 - $578
|
9.14K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-148- 1.23% |
$3.37K - $3.57K
|
11.9K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-350- 1.48% |
$7.98K - $8.44K
|
23.3K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-447- 2.57% |
$10.2K - $10.8K
|
17K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 25.56% |
$11.4K - $12.1K
|
1.46K
$34.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-638- 4.33% |
$14.5K - $15.4K
|
14.1K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-700- 12.59% |
$16K - $16.9K
|
4.86K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-746- 7.13% |
$17K - $18K
|
9.72K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-817- 8.7% |
$18.6K - $19.7K
|
8.58K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.17K- 6.32% |
$26.6K - $28.2K
|
17.3K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.35K- 1.48% |
$122K - $129K
|
356K
$8.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.79K- 2.34% |
$132K - $140K
|
242K
$5.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.33K- 3.02% |
$167K - $177K
|
235K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7.56K- 9.33% |
$172K - $182K
|
73.5K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.4K- 13.21% |
$966K - $1.02M
|
279K
$6.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-67.6K- 25.51% |
$1.54M - $1.63M
|
197K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-181K- 90.38% |
$4.12M - $4.36M
|
19.2K
$454K
|