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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-288- 2.34% |
$10.7K - $11.1K
|
12K
$467K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.35K- 23.18% |
$347K - $360K
|
31K
$1.2M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
75.2KNew |
$2.79M - $2.89M
|
75.2K
$2.92M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1K- 9.09% |
$37.1K - $38.5K
|
10K
$388K
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.48KNew |
$241K - $249K
|
6.48K
$251K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50- 2.0% |
$1.86K - $1.92K
|
2.45K
$95K
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.4K- 1.69% |
$89.2K - $92.5K
|
139K
$5.41M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-36.8K- 24.4% |
$1.37M - $1.41M
|
114K
$4.42M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.9% |
$3.71K - $3.85K
|
11K
$428K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.21K- 14.18% |
$268K - $278K
|
43.6K
$1.69M
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-14- 0.07% |
$520 - $539
|
19.1K
$742K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.76K- 99.97% |
$140K - $145K
|
1
$38.8
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-422- 1.06% |
$15.7K - $16.2K
|
39.3K
$1.52M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.61K- 10.73% |
$134K - $139K
|
30K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.19K- 14.77% |
$81.3K - $84.3K
|
12.6K
$490K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-80- 0.53% |
$2.97K - $3.08K
|
14.9K
$579K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.13K- 6.18% |
$339K - $351K
|
139K
$5.38M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-16.1K- 29.46% |
$599K - $621K
|
38.7K
$1.5M
|
|
Q3 2024 | |||||||
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-34.3K- 80.87% |
$1.2M - $1.28M
|
8.1K
$314K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-92- 1.18% |
$3.22K - $3.44K
|
7.73K
$300K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.46KNew |
$86.3K - $92K
|
2.46K
$95.5K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-777- 4.62% |
$27.2K - $29K
|
16K
$622K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.6K+ 245.78% |
$1.42M - $1.52M
|
57.2K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-357- 37.74% |
$12.5K - $13.3K
|
589
$22.8K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-373- 1.18% |
$13.1K - $13.9K
|
31.3K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.03K+ 603.2% |
$211K - $225K
|
7.03K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28- 16.18% |
$981 - $1.05K
|
145
$5.62K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 6.49% |
$35.6K - $37.9K
|
14.6K
$567K
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-132K- 99.88% |
$4.64M - $4.94M
|
156
$6.05K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.83K+ 4.6% |
$99.1K - $106K
|
64.3K
$2.49M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 55.2% |
$441K - $470K
|
10.2K
$396K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.23K+ 13.76% |
$78.2K - $83.3K
|
18.4K
$715K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.13K+ 21.85% |
$110K - $117K
|
17.5K
$677K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.4K- 22.78% |
$294K - $314K
|
28.5K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-150- 1.76% |
$5.26K - $5.6K
|
8.37K
$324K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.4K- 12.38% |
$996K - $1.06M
|
201K
$7.81M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 28.5% |
$1.1M - $1.17M
|
78.5K
$3.05M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110+ 1.35% |
$3.85K - $4.11K
|
8.24K
$320K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-246K- 80.43% |
$8.62M - $9.18M
|
59.8K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.2K- 56.42% |
$252K - $269K
|
5.56K
$216K
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.7KNew |
$411K - $438K
|
11.7K
$455K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-500- 2.48% |
$17.5K - $18.7K
|
19.7K
$763K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.65KNew |
$303K - $323K
|
8.65K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.16K- 16.72% |
$40.8K - $43.5K
|
5.8K
$225K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.21K- 10.92% |
$77.6K - $82.7K
|
18.1K
$700K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154+ 15.17% |
$5.4K - $5.75K
|
1.17K
$45.3K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-480- 1.01% |
$16.8K - $17.9K
|
47.1K
$1.83M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-443- 6.76% |
$15.5K - $16.5K
|
6.11K
$237K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11K- 1.84% |
$386K - $411K
|
589K
$22.8M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-718- 1.36% |
$25.2K - $26.8K
|
52.2K
$2.03M
|