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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.2K- 3.9% |
$147K - $157K
|
104K
$3.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-75.5K- 69.58% |
$2.65M - $2.82M
|
33K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-217- 1.91% |
$7.6K - $8.1K
|
11.1K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
131K+ 803.29% |
$4.6M - $4.91M
|
148K
$5.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.64K- 15.93% |
$338K - $360K
|
50.9K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-311- 7.64% |
$10.9K - $11.6K
|
3.76K
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.42KNew |
$225K - $240K
|
6.42K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-911Closed |
$31.9K - $34K
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.1K- 12.4% |
$73.5K - $78.3K
|
14.8K
$566K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.67K- 1.1% |
$58.4K - $62.3K
|
151K
$5.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 16.48% |
$757K - $807K
|
110K
$4.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110KNew |
$3.84M - $4.09M
|
110K
$4.18M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.9K+ 36.53% |
$98.1K - $104K
|
10.8K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.26KNew |
$212K - $225K
|
6.26K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$188K - $200K
|
5.56K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$557K - $592K
|
16.4K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.75KNew |
$195K - $207K
|
5.75K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$847 - $901
|
25
$954
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1KNew |
$444K - $472K
|
13.1K
$500K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.9KNew |
$573K - $609K
|
16.9K
$645K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.4KNew |
$860K - $915K
|
25.4K
$969K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
11KNew |
$373K - $396K
|
11K
$420K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-78- 31.45% |
$2.64K - $2.81K
|
170
$6.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
912+ 4.98% |
$30.9K - $32.9K
|
19.2K
$734K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
787+ 5.53% |
$26.7K - $28.4K
|
15K
$573K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.56KNew |
$52.8K - $56.2K
|
1.56K
$59.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72KNew |
$58.3K - $62K
|
1.72K
$65.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-218K- 26.71% |
$7.37M - $7.84M
|
597K
$22.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5.69K- 37.24% |
$193K - $205K
|
9.59K
$366K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 1.19% |
$1.02K - $1.08K
|
2.5K
$95.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
7.98KNew |
$270K - $288K
|
7.98K
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
435+ 0.8% |
$14.7K - $15.7K
|
54.8K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.57KNew |
$324K - $345K
|
9.57K
$365K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-335- 17.84% |
$11.3K - $12.1K
|
1.54K
$58.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.27K- 26.64% |
$212K - $226K
|
17.3K
$658K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.7K- 95.96% |
$464K - $479K
|
578
$22K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.5K+ 9.33% |
$118K - $122K
|
41K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.85KClosed |
$130K - $134K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.22K+ 21.6% |
$109K - $112K
|
18.1K
$691K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.5K+ 92.28% |
$1.4M - $1.45M
|
86.5K
$3.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.1KNew |
$410K - $424K
|
12.1K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.23K+ 62.87% |
$244K - $252K
|
18.7K
$714K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$10.1K - $10.5K
|
300
$11.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$34.1K - $35.2K
|
1.01K
$38.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
288New |
$9.73K - $10.1K
|
288
$11K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.21K- 23.89% |
$142K - $147K
|
13.4K
$512K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
608New |
$19.2K - $20.6K
|
608
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$2.21K - $2.37K
|
70
$2.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
42.2KNew |
$1.33M - $1.43M
|
42.2K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
460New |
$14.5K - $15.6K
|
460
$17.5K
|
|