Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26.1KNew |
$882K - $911K
|
26.1K
$946K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 148.75% |
$3.54M - $3.65M
|
175K
$6.34M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 115.79% |
$486K - $501K
|
26.8K
$970K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105K+ 96.1% |
$3.56M - $3.67M
|
215K
$7.78M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.52KNew |
$288K - $297K
|
8.52K
$309K
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
131KNew |
$4.42M - $4.56M
|
131K
$4.74M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-133- 11.48% |
$4.49K - $4.64K
|
1.03K
$37.2K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.85KClosed |
$130K - $134K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.5K+ 9.33% |
$118K - $122K
|
41K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.27K- 33.88% |
$110K - $114K
|
6.38K
$231K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.2KNew |
$481K - $496K
|
14.2K
$516K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 168.95% |
$356K - $368K
|
16.8K
$609K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
105K+ 219.42% |
$3.56M - $3.68M
|
153K
$5.56M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.5K+ 92.28% |
$1.4M - $1.45M
|
86.5K
$3.14M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74K+ 13.49% |
$58.8K - $60.7K
|
14.6K
$531K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.22K+ 21.6% |
$109K - $112K
|
18.1K
$657K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.71K+ 24.97% |
$159K - $164K
|
23.6K
$854K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
876+ 12.72% |
$29.6K - $30.6K
|
7.76K
$281K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.4K+ 40.79% |
$2.28M - $2.35M
|
233K
$8.43M
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
29.1KNew |
$983K - $1.02M
|
29.1K
$1.05M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.96K+ 46.13% |
$201K - $208K
|
18.9K
$684K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
578New |
$19.5K - $20.2K
|
578
$20.9K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 28.19% |
$1.28M - $1.32M
|
96.2K
$3.49M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 12.05% |
$49.3K - $51K
|
13.6K
$492K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
42.4KNew |
$1.43M - $1.48M
|
42.4K
$1.54M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 27.52% |
$62.8K - $64.9K
|
8.62K
$312K
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-964- 12.62% |
$32.6K - $33.6K
|
6.68K
$242K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.35K- 14.03% |
$45.5K - $47K
|
8.26K
$299K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 255.4% |
$857K - $886K
|
35.3K
$1.28M
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
14.2K+ 1249.91% |
$479K - $495K
|
15.3K
$555K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-295- 54.33% |
$9.97K - $10.3K
|
248
$8.99K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4K+ 12.49% |
$135K - $140K
|
36K
$1.31M
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
9.06K+ 130.15% |
$306K - $316K
|
16K
$580K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.7K- 97.15% |
$835K - $862K
|
726
$26.3K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.78K+ 3.21% |
$93.8K - $96.9K
|
89.4K
$3.24M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.1KNew |
$410K - $424K
|
12.1K
$440K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.23K+ 62.87% |
$244K - $252K
|
18.7K
$679K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.66K+ 556.56% |
$225K - $233K
|
7.86K
$285K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.94KNew |
$201K - $207K
|
5.94K
$215K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.75KNew |
$59.2K - $61.1K
|
1.75K
$63.5K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.72K+ 17.83% |
$126K - $130K
|
24.6K
$891K
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
285KNew |
$9.62M - $9.94M
|
285K
$10.3M
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-270- 0.65% |
$9.12K - $9.42K
|
41.2K
$1.49M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.4K+ 655.6% |
$3.29M - $3.4M
|
112K
$4.07M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.65KNew |
$292K - $302K
|
8.65K
$314K
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
815KNew |
$27.5M - $28.4M
|
815K
$29.5M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$10.1K - $10.5K
|
300
$10.9K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$516K - $533K
|
15.3K
$554K
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
125KNew |
$4.23M - $4.36M
|
125K
$4.53M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
146+ 1.3% |
$4.93K - $5.1K
|
11.4K
$411K
|