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 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
146+ 1.3% |
$4.93K - $5.1K
|
11.4K
$441K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
114+ 0.63% |
$3.85K - $3.98K
|
18.3K
$712K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 0.79% |
$270 - $279
|
1.02K
$39.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-133- 11.48% |
$4.49K - $4.64K
|
1.03K
$39.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-207- 9.93% |
$6.99K - $7.22K
|
1.88K
$72.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-270- 0.65% |
$9.12K - $9.42K
|
41.2K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-295- 54.33% |
$9.97K - $10.3K
|
248
$9.63K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-669- 21.18% |
$22.6K - $23.3K
|
2.49K
$96.7K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-964- 12.62% |
$32.6K - $33.6K
|
6.68K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.35K- 14.03% |
$45.5K - $47K
|
8.26K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.27K- 33.88% |
$110K - $114K
|
6.38K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.85KClosed |
$130K - $134K
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.21K- 23.89% |
$142K - $147K
|
13.4K
$521K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.7K- 95.96% |
$464K - $479K
|
578
$22.4K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.4K- 72.04% |
$555K - $573K
|
6.38K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.7K- 97.15% |
$835K - $862K
|
726
$28.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 28.19% |
$1.28M - $1.32M
|
96.2K
$3.74M
|