Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
418K+ 3295.6% |
$12.3M - $13.2M
|
430K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
186K+ 142.74% |
$5.46M - $5.89M
|
317K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
132KNew |
$3.87M - $4.17M
|
132K
$5.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
83.5KNew |
$2.45M - $2.64M
|
83.5K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.1KNew |
$1.09M - $1.17M
|
37.1K
$1.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
35.9KNew |
$1.05M - $1.13M
|
35.9K
$1.39M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
34.4KNew |
$1.01M - $1.09M
|
34.4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.1K+ 43.11% |
$620K - $668K
|
70.1K
$2.72M
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
17.4KNew |
$511K - $550K
|
17.4K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.8KNew |
$493K - $531K
|
16.8K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$467K - $503K
|
15.9K
$618K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.7K+ 12.05% |
$461K - $496K
|
146K
$5.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$445K - $479K
|
15.2K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$445K - $479K
|
15.2K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5KNew |
$426K - $459K
|
14.5K
$564K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5KNew |
$426K - $459K
|
14.5K
$564K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 23.25% |
$369K - $397K
|
66.6K
$2.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.81K+ 4.4% |
$259K - $279K
|
209K
$8.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.58K+ 96.21% |
$223K - $240K
|
15.5K
$601K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.02K+ 0.76% |
$118K - $127K
|
532K
$20.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.5K+ 9.34% |
$103K - $111K
|
41K
$1.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.2K+ 16.33% |
$93.9K - $101K
|
22.8K
$885K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.71K+ 7.9% |
$79.5K - $85.7K
|
37K
$1.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 11.86% |
$38.9K - $41.9K
|
12.5K
$486K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 1.97% |
$29.4K - $31.6K
|
51.7K
$2.01M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
500+ 166.67% |
$14.7K - $15.8K
|
800
$31.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
400New |
$11.7K - $12.6K
|
400
$15.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
215+ 11.68% |
$6.31K - $6.8K
|
2.06K
$79.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
163+ 2.14% |
$4.78K - $5.15K
|
7.79K
$303K
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.98% |
$2.94K - $3.16K
|
10.3K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
79New |
$2.32K - $2.5K
|
79
$3.07K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-16- 0.16% |
$470 - $506
|
9.86K
$383K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-71- 0.56% |
$2.08K - $2.25K
|
12.5K
$487K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 4.68% |
$4.75K - $5.12K
|
3.3K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-895- 6.1% |
$26.3K - $28.3K
|
13.8K
$535K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 2.96% |
$50K - $53.8K
|
55.8K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 3.54% |
$75.7K - $81.5K
|
70.4K
$2.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.4K- 26.33% |
$129K - $139K
|
12.3K
$478K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.7K- 18.57% |
$138K - $148K
|
20.6K
$800K
|