Purchases and Sales Made in Q1 2024 in First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (DMAR) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
815KNew |
$27.5M - $28.4M
|
815K
$31.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
285KNew |
$9.62M - $9.94M
|
285K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
131KNew |
$4.42M - $4.56M
|
131K
$5.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
125KNew |
$4.23M - $4.36M
|
125K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
105K+ 219.42% |
$3.56M - $3.68M
|
153K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105K+ 96.1% |
$3.56M - $3.67M
|
215K
$8.34M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 148.75% |
$3.54M - $3.65M
|
175K
$6.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.4K+ 655.6% |
$3.29M - $3.4M
|
112K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.4K+ 40.79% |
$2.28M - $2.35M
|
233K
$9.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
56K+ 1119240.0% |
$1.89M - $1.95M
|
56K
$2.17M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
42.4KNew |
$1.43M - $1.48M
|
42.4K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.5K+ 92.28% |
$1.4M - $1.45M
|
86.5K
$3.36M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
29.1KNew |
$983K - $1.02M
|
29.1K
$1.13M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26.1KNew |
$882K - $911K
|
26.1K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 255.4% |
$857K - $886K
|
35.3K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$516K - $533K
|
15.3K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 115.79% |
$486K - $501K
|
26.8K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.2KNew |
$481K - $496K
|
14.2K
$553K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
14.2K+ 1249.91% |
$479K - $495K
|
15.3K
$595K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
13K+ 31.33% |
$438K - $453K
|
54.4K
$2.11M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.3K+ 10.87% |
$414K - $428K
|
125K
$4.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.1KNew |
$410K - $424K
|
12.1K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 168.95% |
$356K - $368K
|
16.8K
$652K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
9.06K+ 130.15% |
$306K - $316K
|
16K
$622K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.65KNew |
$292K - $302K
|
8.65K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.52KNew |
$288K - $297K
|
8.52K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.39K+ 11.74% |
$250K - $258K
|
70.4K
$2.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.23K+ 62.87% |
$244K - $252K
|
18.7K
$727K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.15KNew |
$241K - $249K
|
7.15K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.66K+ 556.56% |
$225K - $233K
|
7.86K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.96K+ 46.13% |
$201K - $208K
|
18.9K
$733K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.94KNew |
$201K - $207K
|
5.94K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.71K+ 24.97% |
$159K - $164K
|
23.6K
$916K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4K+ 12.49% |
$135K - $140K
|
36K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.85KNew |
$130K - $134K
|
3.85K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.72K+ 17.83% |
$126K - $130K
|
24.6K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.5K+ 9.33% |
$118K - $122K
|
41K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.22K+ 21.6% |
$109K - $112K
|
18.1K
$704K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.78K+ 3.21% |
$93.8K - $96.9K
|
89.4K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 27.52% |
$62.8K - $64.9K
|
8.62K
$335K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.75KNew |
$59.2K - $61.1K
|
1.75K
$68K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74K+ 13.49% |
$58.8K - $60.7K
|
14.6K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 12.05% |
$49.3K - $51K
|
13.6K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44K+ 22.11% |
$48.5K - $50.1K
|
7.92K
$308K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$34.1K - $35.2K
|
1.01K
$39.2K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
876+ 12.72% |
$29.6K - $30.6K
|
7.76K
$302K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
758+ 1.47% |
$25.6K - $26.5K
|
52.1K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
578New |
$19.5K - $20.2K
|
578
$22.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$10.1K - $10.5K
|
300
$11.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
288New |
$9.73K - $10.1K
|
288
$11.2K
|