Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
131K+ 803.29% |
$4.6M - $4.91M
|
148K
$5.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110KNew |
$3.84M - $4.09M
|
110K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.6K+ 245.78% |
$1.42M - $1.52M
|
57.2K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
18.2KNew |
$638K - $679K
|
18.2K
$694K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.3KNew |
$501K - $534K
|
14.3K
$546K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 49.74% |
$469K - $500K
|
40.3K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.4KNew |
$436K - $465K
|
12.4K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.7KNew |
$411K - $438K
|
11.7K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.65KNew |
$303K - $323K
|
8.65K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.42KNew |
$225K - $240K
|
6.42K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.03K+ 603.2% |
$211K - $225K
|
7.03K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.13K+ 21.85% |
$110K - $117K
|
17.5K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.83K+ 4.6% |
$99.1K - $106K
|
64.3K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 45.21% |
$94K - $100K
|
8.62K
$329K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.46KNew |
$86.3K - $92K
|
2.46K
$94K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.23K+ 13.76% |
$78.2K - $83.3K
|
18.4K
$704K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
752+ 12.85% |
$26.4K - $28.1K
|
6.6K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
447+ 148.5% |
$15.7K - $16.7K
|
748
$28.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154+ 15.17% |
$5.4K - $5.75K
|
1.17K
$44.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110+ 1.35% |
$3.85K - $4.11K
|
8.24K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-10- 0.13% |
$350 - $373
|
7.71K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28- 16.18% |
$981 - $1.05K
|
145
$5.53K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-92- 1.18% |
$3.22K - $3.44K
|
7.73K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-150- 1.76% |
$5.26K - $5.6K
|
8.37K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-178- 0.92% |
$6.24K - $6.65K
|
19.2K
$731K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-217- 1.91% |
$7.6K - $8.1K
|
11.1K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-311- 7.64% |
$10.9K - $11.6K
|
3.76K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-357- 37.74% |
$12.5K - $13.3K
|
589
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-373- 1.18% |
$13.1K - $13.9K
|
31.3K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-443- 6.76% |
$15.5K - $16.5K
|
6.11K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-480- 1.01% |
$16.8K - $17.9K
|
47.1K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-500- 2.48% |
$17.5K - $18.7K
|
19.7K
$750K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-718- 1.36% |
$25.2K - $26.8K
|
52.2K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-777- 4.62% |
$27.2K - $29K
|
16K
$612K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-900- 0.63% |
$31.5K - $33.6K
|
142K
$5.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-911Closed |
$31.9K - $34K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 6.49% |
$35.6K - $37.9K
|
14.6K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.16K- 16.72% |
$40.8K - $43.5K
|
5.8K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.21K- 3.31% |
$42.3K - $45.1K
|
35.2K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.6K- 3.87% |
$56K - $59.6K
|
39.7K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.67K- 1.1% |
$58.4K - $62.3K
|
151K
$5.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.85K- 5.21% |
$64.8K - $69.1K
|
33.7K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.95K- 23.67% |
$68.3K - $72.8K
|
6.29K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 13.67% |
$68.3K - $72.8K
|
12.3K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.1K- 12.4% |
$73.5K - $78.3K
|
14.8K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.21K- 10.92% |
$77.6K - $82.7K
|
18.1K
$689K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.76K- 51.83% |
$132K - $140K
|
3.5K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.93K- 30.38% |
$138K - $147K
|
9.02K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.2K- 3.9% |
$147K - $157K
|
104K
$3.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.8K- 5.53% |
$238K - $254K
|
116K
$4.43M
|