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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.79K- 17.96% |
$226K - $242K
|
26.4K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.03K- 5.62% |
$40.4K - $43.2K
|
17.3K
$743K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-37.3K- 25.03% |
$1.46M - $1.56M
|
112K
$4.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-416- 2.03% |
$16.3K - $17.4K
|
20.1K
$859K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-340- 3.69% |
$13.3K - $14.2K
|
8.87K
$380K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.16K- 11.93% |
$284K - $296K
|
52.9K
$2.26M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-56- 0.28% |
$2.22K - $2.31K
|
19.7K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.63KNew |
$303K - $315K
|
7.63K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.8K- 69.7% |
$506K - $526K
|
5.55K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.68K+ 265.04% |
$66.8K - $69.4K
|
2.32K
$99.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.54K+ 3.48% |
$101K - $105K
|
75.6K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.94KNew |
$236K - $245K
|
5.94K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28.8KNew |
$1.14M - $1.19M
|
28.8K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-156- 1.63% |
$6.19K - $6.44K
|
9.41K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
671+ 0.42% |
$26.6K - $27.7K
|
160K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.4K- 53.54% |
$55.6K - $57.8K
|
1.22K
$52.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.4K- 13.32% |
$95.1K - $98.9K
|
15.6K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-48- 0.77% |
$1.91K - $1.98K
|
6.18K
$265K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.23KNew |
$121K - $129K
|
3.23K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
13.1KNew |
$491K - $525K
|
13.1K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
91.4KNew |
$3.42M - $3.65M
|
91.4K
$3.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.08KNew |
$190K - $203K
|
5.08K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-250- 3.07% |
$9.36K - $9.99K
|
7.89K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.8KNew |
$67.4K - $72K
|
1.8K
$77.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.84KNew |
$219K - $233K
|
5.84K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
339+ 100.0% |
$12.7K - $13.5K
|
678
$29K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-16K- 72.69% |
$600K - $641K
|
6.03K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193K- 38.85% |
$7.23M - $7.72M
|
304K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 0.94% |
$71.5K - $76.3K
|
202K
$8.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-202- 2.84% |
$7.56K - $8.07K
|
6.92K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.54K- 40.91% |
$133K - $142K
|
5.12K
$219K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.15KNew |
$341K - $353K
|
9.15K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115KNew |
$4.3M - $4.45M
|
115K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$601K - $622K
|
16.2K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.04KNew |
$38.6K - $39.9K
|
1.04K
$44.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$127K - $132K
|
3.43K
$147K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-45- 47.37% |
$1.67K - $1.73K
|
50
$2.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$173K - $179K
|
4.65K
$199K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
400New |
$14.9K - $15.4K
|
400
$17.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
8.74KNew |
$325K - $337K
|
8.74K
$374K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.07KNew |
$337K - $349K
|
9.07K
$388K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.82K+ 51.43% |
$67.8K - $70.1K
|
5.36K
$230K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11KNew |
$264K - $274K
|
7.11K
$304K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 21.45% |
$12.7K - $13.1K
|
1.25K
$53.3K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.81KNew |
$172K - $179K
|
4.81K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47K+ 226.89% |
$1.69M - $1.75M
|
67.8K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.8K- 36.19% |
$602K - $626K
|
29.6K
$1.27M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.1KNew |
$930K - $1.01M
|
28.1K
$1.2M
|
|