Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
54.8KNew |
$1.76M - $1.79M
|
54.8K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15KNew |
$481K - $491K
|
15K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.2KNew |
$456K - $465K
|
14.2K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 8.02% |
$411K - $419K
|
173K
$6.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 176.36% |
$394K - $402K
|
19.3K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3KNew |
$330K - $337K
|
10.3K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.3KNew |
$202K - $206K
|
6.3K
$242K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 5.49% |
$172K - $176K
|
103K
$3.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.84KNew |
$123K - $125K
|
3.84K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.06K+ 2.72% |
$97.9K - $99.9K
|
116K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.51K+ 15.26% |
$80.5K - $82.1K
|
19K
$728K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.32KNew |
$74.2K - $75.7K
|
2.32K
$88.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.3K+ 13.74% |
$41.6K - $42.5K
|
10.8K
$412K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
791+ 2.58% |
$25.3K - $25.9K
|
31.5K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
172+ 0.69% |
$5.51K - $5.62K
|
25K
$960K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17New |
$545 - $556
|
17
$652
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$320 - $327
|
7
$269
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-65- 0.75% |
$2.08K - $2.13K
|
8.62K
$331K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-78- 0.73% |
$2.5K - $2.55K
|
10.7K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-108- 1.53% |
$3.46K - $3.53K
|
6.96K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-123- 1.0% |
$3.94K - $4.02K
|
12.1K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-126- 2.87% |
$4.04K - $4.12K
|
4.26K
$163K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-237- 30.04% |
$7.59K - $7.75K
|
552
$21.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-298- 3.13% |
$9.55K - $9.74K
|
9.21K
$353K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-568- 4.22% |
$18.2K - $18.6K
|
12.9K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-600- 1.51% |
$19.2K - $19.6K
|
39K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-659- 1.56% |
$21.1K - $21.5K
|
41.7K
$1.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-976- 5.09% |
$31.3K - $31.9K
|
18.2K
$699K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 8.25% |
$33.6K - $34.3K
|
11.7K
$447K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.34K- 6.78% |
$42.8K - $43.7K
|
18.4K
$704K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.52K- 17.59% |
$48.7K - $49.7K
|
7.12K
$273K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 2.26% |
$68.8K - $70.2K
|
92.7K
$3.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.67K- 10.63% |
$118K - $120K
|
30.9K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.77K- 96.99% |
$121K - $123K
|
117
$4.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.18K- 4.86% |
$198K - $202K
|
121K
$4.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.7K- 30.08% |
$215K - $219K
|
15.6K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 28.1% |
$419K - $427K
|
33.4K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.2K- 45.99% |
$454K - $464K
|
16.7K
$639K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-19.6K- 40.45% |
$627K - $640K
|
28.8K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-23K- 18.67% |
$738K - $754K
|
100K
$3.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36K- 28.42% |
$1.15M - $1.18M
|
90.6K
$3.48M
|