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 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
155+ 0.76% |
$4.67K - $4.79K
|
20.6K
$749K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$5.24K - $5.37K
|
174
$6.32K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58.1KNew |
$1.73M - $1.78M
|
58.1K
$2.11M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35.3K+ 210.33% |
$1.06M - $1.08M
|
52.1K
$1.89M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.2KNew |
$215K - $221K
|
7.2K
$262K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-481- 37.4% |
$14.4K - $14.7K
|
805
$29.2K
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-3.09K- 25.15% |
$92.4K - $94.8K
|
9.21K
$335K
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-39- 0.11% |
$1.16K - $1.19K
|
35.8K
$1.3M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.85K- 1.26% |
$55.1K - $56.5K
|
144K
$5.24M
|
|
Q3 2022 | |||||||
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5KNew |
$430K - $459K
|
14.5K
$527K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.2K+ 16.33% |
$94.9K - $101K
|
22.8K
$828K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
215+ 11.68% |
$6.38K - $6.8K
|
2.06K
$74.7K
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.98% |
$2.97K - $3.16K
|
10.3K
$375K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$325K - $359K
|
11.1K
$402K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.53KNew |
$74.3K - $82.1K
|
2.53K
$91.9K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.79KNew |
$287K - $318K
|
9.79K
$356K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126New |
$3.92K - $4.1K
|
126
$4.58K
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8.92KClosed |
$277K - $290K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
316KNew |
$9.52M - $9.79M
|
316K
$11.5M
|
|
Q1 2021 | |||||||
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.6K+ 30.69% |
$314K - $317K
|
45K
$1.63M
|