Latest Institutional Transactions on First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Cboe Ve (DMAY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.12KNew |
$265K - $274K
|
7.12K
$285K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-376- 1.68% |
$14K - $14.5K
|
22K
$880K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.21KNew |
$343K - $355K
|
9.21K
$368K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 21.45% |
$12.7K - $13.1K
|
1.25K
$49.7K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 757.14% |
$21.7K - $22.5K
|
660
$26.4K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
96.4KNew |
$3.59M - $3.71M
|
96.4K
$3.85M
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8.66KNew |
$322K - $333K
|
8.66K
$346K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.18K- 18.64% |
$81K - $83.8K
|
9.5K
$379K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 1.05% |
$359 - $373
|
960
$38.3K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$707K - $735K
|
19.7K
$787K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.4KNew |
$2.02M - $2.1M
|
56.4K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 38.79% |
$48.2K - $50.1K
|
4.81K
$192K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.8KNew |
$1.03M - $1.07M
|
28.8K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.8K- 36.19% |
$602K - $626K
|
29.6K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47K+ 226.89% |
$1.69M - $1.75M
|
67.8K
$2.71M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
652New |
$23.4K - $24.3K
|
652
$26K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
153+ 2.73% |
$5.49K - $5.7K
|
5.76K
$230K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-101- 0.88% |
$3.62K - $3.77K
|
11.3K
$452K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
339New |
$12.2K - $12.6K
|
339
$13.5K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
679+ 3.66% |
$24.4K - $25.3K
|
19.2K
$767K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.1K- 11.91% |
$39.5K - $41K
|
8.14K
$325K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.1KNew |
$930K - $1.01M
|
28.1K
$1.12M
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300- 2.69% |
$9.93K - $10.8K
|
10.9K
$434K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$646K - $665K
|
19.1K
$764K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.56K- 33.89% |
$52.6K - $54.1K
|
3.04K
$121K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.99K- 28.01% |
$101K - $104K
|
7.67K
$306K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.5KNew |
$253K - $261K
|
7.5K
$300K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
27.2KNew |
$918K - $945K
|
27.2K
$1.09M
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288New |
$9.29K - $9.88K
|
288
$11.5K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
635New |
$20.5K - $21.8K
|
635
$25.4K
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$429K - $456K
|
13.3K
$532K
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.63KNew |
$214K - $228K
|
6.63K
$265K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.6K- 11.33% |
$51.6K - $54.9K
|
12.5K
$500K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 12.13% |
$55.7K - $59.1K
|
13K
$519K
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.25KNew |
$194K - $206K
|
6.25K
$250K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250New |
$7.77K - $8.24K
|
250
$9.99K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 45.11% |
$440K - $466K
|
17.2K
$688K
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.02K+ 3.39% |
$94K - $99.6K
|
92.2K
$3.68M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.01KNew |
$211K - $226K
|
7.01K
$280K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61KNew |
$48.4K - $52K
|
1.61K
$64.4K
|
|
Q3 2022 | |||||||
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$368K - $399K
|
12.2K
$488K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$399K - $433K
|
13.3K
$530K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.25K- 33.2% |
$128K - $139K
|
8.55K
$341K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 1.58% |
$3.16K - $3.43K
|
6.76K
$270K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
390+ 19.48% |
$11.7K - $12.7K
|
2.39K
$95.5K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.61KNew |
$79K - $91.1K
|
2.61K
$104K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4K+ 4705.88% |
$121K - $139K
|
4.09K
$163K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.6KNew |
$623K - $718K
|
20.6K
$823K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$968 - $1.12K
|
32
$1.28K
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
24.5KNew |
$742K - $855K
|
24.5K
$980K
|