Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
98KNew |
$3.03M - $3.16M
|
98K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.8KNew |
$2.93M - $3.06M
|
94.8K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.2K+ 38.24% |
$1.36M - $1.43M
|
160K
$6.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
25.2K+ 24.67% |
$777K - $813K
|
127K
$4.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$508K - $531K
|
16.5K
$628K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 13.73% |
$419K - $438K
|
112K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$310K - $324K
|
10K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.75K+ 20.51% |
$270K - $282K
|
51.4K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.69KNew |
$268K - $280K
|
8.69K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.15K+ 23.81% |
$251K - $263K
|
42.4K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.02K+ 45.99% |
$217K - $227K
|
22.3K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.98KNew |
$215K - $225K
|
6.98K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.67KNew |
$206K - $215K
|
6.67K
$255K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.14K+ 7.58% |
$159K - $166K
|
72.9K
$2.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.41K+ 21.55% |
$136K - $142K
|
24.8K
$948K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.36K+ 7.79% |
$104K - $108K
|
46.5K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.43K+ 8.56% |
$75K - $78.5K
|
30.8K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.73K+ 80.41% |
$53.5K - $55.9K
|
3.89K
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7K+ 5.17% |
$52.4K - $54.7K
|
34.5K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.49K+ 26.69% |
$46K - $48.1K
|
7.07K
$270K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.43K+ 13.17% |
$44.1K - $46.1K
|
12.3K
$468K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.24K+ 4.13% |
$38.2K - $40K
|
31.2K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$30.9K - $32.3K
|
1K
$38.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
570New |
$17.6K - $18.4K
|
570
$21.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
135+ 1.44% |
$4.17K - $4.36K
|
9.51K
$363K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$525 - $549
|
17
$649
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-6- 0.07% |
$185 - $194
|
8.97K
$342K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 3.78% |
$957 - $1K
|
789
$30.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-46- 0.64% |
$1.42K - $1.48K
|
7.12K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-237- 3.17% |
$7.32K - $7.65K
|
7.25K
$277K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-330- 1.94% |
$10.2K - $10.7K
|
16.7K
$635K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-398- 4.04% |
$12.3K - $12.8K
|
9.45K
$361K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-518- 5.66% |
$16K - $16.7K
|
8.64K
$330K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.46K- 8.25% |
$45K - $47.1K
|
16.2K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 5.36% |
$53.7K - $56.2K
|
30.7K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.2K- 1.71% |
$68K - $71.1K
|
127K
$4.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.99K- 28.19% |
$154K - $161K
|
12.7K
$485K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.9K- 24.5% |
$397K - $415K
|
39.6K
$1.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14K- 10.2% |
$433K - $453K
|
123K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.7K- 78.21% |
$486K - $508K
|
4.39K
$167K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-19.3K- 28.46% |
$594K - $622K
|
48.4K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.5K- 56.4% |
$787K - $823K
|
19.7K
$752K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-605K- 97.82% |
$18.7M - $19.5M
|
13.5K
$514K
|