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 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$34.1K - $35.2K
|
1.01K
$36.7K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.15KNew |
$241K - $249K
|
7.15K
$260K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44K+ 22.11% |
$48.5K - $50.1K
|
7.92K
$288K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
13K+ 31.33% |
$438K - $453K
|
54.4K
$1.97M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-207- 9.93% |
$6.99K - $7.22K
|
1.88K
$68.2K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
288New |
$9.73K - $10.1K
|
288
$10.5K
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.21K- 23.89% |
$142K - $147K
|
13.4K
$487K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.3K+ 10.87% |
$414K - $428K
|
125K
$4.54M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-669- 21.18% |
$22.6K - $23.3K
|
2.49K
$90.5K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
56K+ 1119240.0% |
$1.89M - $1.95M
|
56K
$2.03M
|
|
Q4 2023 | |||||||
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
608New |
$19.2K - $20.6K
|
608
$22.1K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$2.21K - $2.37K
|
70
$2.54K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
42.2KNew |
$1.33M - $1.43M
|
42.2K
$1.53M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
460New |
$14.5K - $15.6K
|
460
$16.7K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
816+ 697.44% |
$25.7K - $27.6K
|
933
$33.9K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.81KNew |
$246K - $265K
|
7.81K
$284K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-70- 0.78% |
$2.21K - $2.37K
|
8.9K
$323K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6.45K- 38.76% |
$203K - $218K
|
10.2K
$370K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$402K - $432K
|
12.8K
$464K
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.3K- 18.39% |
$167K - $180K
|
23.5K
$855K
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.61K+ 22.41% |
$177K - $190K
|
30.6K
$1.11M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.3KNew |
$202K - $206K
|
6.3K
$229K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
54.8KNew |
$1.76M - $1.79M
|
54.8K
$1.99M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.18K- 4.86% |
$198K - $202K
|
121K
$4.4M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$320 - $327
|
7
$254
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 2.26% |
$68.8K - $70.2K
|
92.7K
$3.37M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17New |
$545 - $556
|
17
$618
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-23K- 18.67% |
$738K - $754K
|
100K
$3.65M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-298- 3.13% |
$9.55K - $9.74K
|
9.21K
$335K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-976- 5.09% |
$31.3K - $31.9K
|
18.2K
$662K
|
|
Q2 2023 | |||||||
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.14K+ 7.58% |
$159K - $166K
|
72.9K
$2.65M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
570New |
$17.6K - $18.4K
|
570
$20.7K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$310K - $324K
|
10K
$365K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.75K+ 20.51% |
$270K - $282K
|
51.4K
$1.87M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-237- 3.17% |
$7.32K - $7.65K
|
7.25K
$263K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$30.9K - $32.3K
|
1K
$36.3K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.72K- 25.77% |
$51.7K - $53K
|
4.94K
$180K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 3.92% |
$60.2 - $61.8
|
53
$1.93K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.8K- 50.0% |
$114K - $117K
|
3.8K
$138K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.42K - $1.45K
|
47
$1.71K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$15.1K - $15.4K
|
500
$18.2K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.42K- 24.86% |
$103K - $106K
|
10.4K
$376K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.28KNew |
$38.4K - $39.4K
|
1.28K
$46.3K
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.9KNew |
$508K - $520K
|
16.9K
$612K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-132K- 88.3% |
$3.97M - $4.07M
|
17.5K
$634K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7KNew |
$211K - $216K
|
7K
$254K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 75.0% |
$18.1K - $18.5K
|
200
$7.27K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 18.18% |
$60.2 - $61.8
|
9
$327
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-755- 3.61% |
$22.7K - $23.3K
|
20.2K
$733K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.87KNew |
$267K - $274K
|
8.87K
$322K
|