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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.6K- 1.68% |
$97.2K - $104K
|
152K
$6.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.87K- 84.45% |
$107K - $115K
|
528
$21.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-202- 2.84% |
$7.56K - $8.07K
|
6.92K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.54K- 40.91% |
$133K - $142K
|
5.12K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-7.09K- 7.36% |
$266K - $284K
|
89.3K
$3.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4K- 39.12% |
$150K - $160K
|
6.23K
$254K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$734K - $759K
|
19.7K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115KNew |
$4.3M - $4.45M
|
115K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
368New |
$13.7K - $14.2K
|
368
$15K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.15KNew |
$341K - $353K
|
9.15K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$601K - $622K
|
16.2K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$127K - $132K
|
3.43K
$140K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.04KNew |
$38.6K - $39.9K
|
1.04K
$42.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-45- 47.37% |
$1.67K - $1.73K
|
50
$2.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$173K - $179K
|
4.65K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.21KNew |
$194K - $201K
|
5.21K
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
400New |
$14.9K - $15.4K
|
400
$16.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$14K - $14.4K
|
375
$15.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
8.74KNew |
$325K - $337K
|
8.74K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.07KNew |
$337K - $349K
|
9.07K
$370K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.56KNew |
$356K - $368K
|
9.56K
$390K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.82K+ 51.43% |
$67.8K - $70.1K
|
5.36K
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11KNew |
$264K - $274K
|
7.11K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-376- 1.68% |
$14K - $14.5K
|
22K
$899K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.21KNew |
$343K - $355K
|
9.21K
$376K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 21.45% |
$12.7K - $13.1K
|
1.25K
$50.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 757.14% |
$21.7K - $22.5K
|
660
$26.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.18K- 18.64% |
$81K - $83.8K
|
9.5K
$388K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.81KNew |
$172K - $179K
|
4.81K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.8K- 36.19% |
$602K - $626K
|
29.6K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47K+ 226.89% |
$1.69M - $1.75M
|
67.8K
$2.77M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.1KNew |
$930K - $1.01M
|
28.1K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300- 2.69% |
$9.93K - $10.8K
|
10.9K
$443K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.56K- 33.89% |
$52.6K - $54.1K
|
3.04K
$124K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.99K- 28.01% |
$101K - $104K
|
7.67K
$313K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.5KNew |
$253K - $261K
|
7.5K
$306K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
27.2KNew |
$918K - $945K
|
27.2K
$1.11M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288New |
$9.29K - $9.88K
|
288
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
635New |
$20.5K - $21.8K
|
635
$25.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$429K - $456K
|
13.3K
$543K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.63KNew |
$214K - $228K
|
6.63K
$271K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.6K- 11.33% |
$51.6K - $54.9K
|
12.5K
$511K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 12.13% |
$55.7K - $59.1K
|
13K
$531K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.25KNew |
$194K - $206K
|
6.25K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250New |
$7.77K - $8.24K
|
250
$10.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 45.11% |
$440K - $466K
|
17.2K
$703K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.02K+ 3.39% |
$94K - $99.6K
|
92.2K
$3.76M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61KNew |
$48.4K - $52K
|
1.61K
$65.8K
|
|