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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.46K+ 21.51% |
$238K - $253K
|
36.5K
$1.45M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
5.69KNew |
$209K - $222K
|
5.69K
$225K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-375- 3.51% |
$13.8K - $14.7K
|
10.3K
$408K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-287- 95.35% |
$10.6K - $11.2K
|
14
$554
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.48K- 12.55% |
$202K - $214K
|
38.2K
$1.51M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.53K- 21.65% |
$277K - $295K
|
27.3K
$1.08M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.67KNew |
$319K - $339K
|
8.67K
$343K
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$235K - $250K
|
6.4K
$253K
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.72K- 14.62% |
$63.1K - $67.1K
|
10K
$397K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-670- 43.42% |
$24.7K - $26.2K
|
873
$34.6K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23.3KNew |
$858K - $911K
|
23.3K
$923K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
19.2K+ 25.55% |
$707K - $751K
|
94.4K
$3.74M
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-363- 0.26% |
$13.4K - $14.2K
|
139K
$5.51M
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 1.83% |
$6.44K - $6.84K
|
9.75K
$386K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.24K- 25.6% |
$119K - $126K
|
9.4K
$372K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 14.97% |
$416K - $431K
|
63.6K
$2.52M
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.3KNew |
$495K - $513K
|
13.3K
$528K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2K+ 147.58% |
$1.01M - $1.05M
|
45.7K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
359+ 4.29% |
$13.3K - $13.8K
|
8.72K
$345K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.93K- 28.22% |
$183K - $190K
|
12.5K
$496K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.47K- 29.74% |
$315K - $326K
|
20K
$792K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-638- 25.9% |
$23.7K - $24.6K
|
1.83K
$72.3K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.26KNew |
$195K - $203K
|
5.26K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$18.6K - $19.2K
|
500
$19.8K
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
29.3K+ 18755.77% |
$1.09M - $1.13M
|
29.4K
$1.16M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.3K- 60.0% |
$1.27M - $1.32M
|
22.9K
$906K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-322- 4.17% |
$12K - $12.4K
|
7.39K
$293K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
341+ 2.74% |
$12.7K - $13.1K
|
12.8K
$506K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.8KNew |
$364K - $377K
|
9.8K
$388K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 58.82% |
$3.71K - $3.85K
|
70
$2.77K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-575K- 97.65% |
$21.3M - $22.1M
|
13.9K
$549K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1K- 9.09% |
$37.1K - $38.5K
|
10K
$396K
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.48KNew |
$241K - $249K
|
6.48K
$256K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.9% |
$3.71K - $3.85K
|
11K
$437K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-80- 0.53% |
$2.97K - $3.08K
|
14.9K
$591K
|
|
Q3 2024 | |||||||
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-34.3K- 80.87% |
$1.2M - $1.28M
|
8.1K
$321K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 55.2% |
$441K - $470K
|
10.2K
$404K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28- 16.18% |
$981 - $1.05K
|
145
$5.74K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-443- 6.76% |
$15.5K - $16.5K
|
6.11K
$242K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.95K- 23.67% |
$68.3K - $72.8K
|
6.29K
$249K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
18.2KNew |
$638K - $679K
|
18.2K
$720K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
752+ 12.85% |
$26.4K - $28.1K
|
6.6K
$261K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 45.21% |
$94K - $100K
|
8.62K
$341K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-75.5K- 69.58% |
$2.65M - $2.82M
|
33K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.2K- 3.9% |
$147K - $157K
|
104K
$4.1M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110KNew |
$3.84M - $4.09M
|
110K
$4.34M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.26KNew |
$212K - $225K
|
6.26K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$188K - $200K
|
5.56K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$557K - $592K
|
16.4K
$651K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$847 - $901
|
25
$990
|