Latest Institutional Purchases of First Tr Ex Tr Viii Cboe Vest (DMAR)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.14K+ 7.58% |
$159K - $166K
|
72.9K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
570New |
$17.6K - $18.4K
|
570
$21.7K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.87KNew |
$267K - $274K
|
8.87K
$338K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7KNew |
$211K - $216K
|
7K
$267K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.28KNew |
$38.4K - $39.4K
|
1.28K
$48.6K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$15.1K - $15.4K
|
500
$19.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$5.24K - $5.37K
|
174
$6.64K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
155+ 0.76% |
$4.67K - $4.79K
|
20.6K
$786K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.42K - $1.45K
|
47
$1.79K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 3.92% |
$60.2 - $61.8
|
53
$2.02K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58.1KNew |
$1.71M - $1.78M
|
58.1K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35.3K+ 210.33% |
$1.04M - $1.08M
|
52.1K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.2KNew |
$211K - $221K
|
7.2K
$275K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5KNew |
$426K - $459K
|
14.5K
$554K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.2K+ 16.33% |
$93.9K - $101K
|
22.8K
$869K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
215+ 11.68% |
$6.31K - $6.8K
|
2.06K
$78.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.98% |
$2.94K - $3.16K
|
10.3K
$393K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$325K - $359K
|
11.1K
$422K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.79KNew |
$287K - $318K
|
9.79K
$373K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126New |
$3.92K - $4.1K
|
126
$4.81K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
316KNew |
$9.52M - $9.79M
|
316K
$12M
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.6K+ 30.69% |
$314K - $317K
|
45K
$1.72M
|
|