Purchases and Sales Made in Q1 2024 in First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (DMAY) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII CBOE VE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.9KNew |
$3.51M - $3.65M
|
97.9K
$4.07M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.4KNew |
$2.02M - $2.1M
|
56.4K
$2.34M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47K+ 226.89% |
$1.69M - $1.75M
|
67.8K
$2.82M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.6K+ 30.28% |
$1.13M - $1.18M
|
136K
$5.64M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.8KNew |
$1.03M - $1.07M
|
28.8K
$1.2M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$707K - $735K
|
19.7K
$819K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.79KNew |
$315K - $328K
|
8.79K
$365K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.24K+ 8.11% |
$188K - $195K
|
69.9K
$2.9M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.81KNew |
$172K - $179K
|
4.81K
$200K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.08K+ 32.96% |
$110K - $115K
|
12.4K
$516K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 38.79% |
$48.2K - $50.1K
|
4.81K
$200K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
679+ 3.66% |
$24.4K - $25.3K
|
19.2K
$798K
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
673+ 3.09% |
$24.1K - $25.1K
|
22.4K
$932K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
652New |
$23.4K - $24.3K
|
652
$27.1K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
339New |
$12.2K - $12.6K
|
339
$14.1K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
153+ 2.73% |
$5.49K - $5.7K
|
5.76K
$239K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 1.05% |
$359 - $373
|
960
$39.9K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3- 0.03% |
$108 - $112
|
9.5K
$395K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-101- 0.88% |
$3.62K - $3.77K
|
11.3K
$470K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 8.65% |
$5.38K - $5.59K
|
1.59K
$65.8K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-304- 4.16% |
$10.9K - $11.3K
|
7.01K
$291K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-407- 84.09% |
$14.6K - $15.2K
|
77
$3.2K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.06K- 0.57% |
$38K - $39.5K
|
183K
$7.61M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.1K- 11.91% |
$39.5K - $41K
|
8.14K
$338K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.28K- 5.39% |
$45.8K - $47.6K
|
22.4K
$931K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 17.9% |
$67.1K - $69.8K
|
8.58K
$356K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.7K- 15.38% |
$96.7K - $100K
|
14.8K
$616K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.17K- 18.2% |
$114K - $118K
|
14.2K
$591K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.84K- 12.04% |
$174K - $180K
|
35.4K
$1.47M
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7K- 37.47% |
$251K - $261K
|
11.7K
$485K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.8K- 12.26% |
$494K - $513K
|
98.5K
$4.09M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 36.19% |
$544K - $565K
|
26.7K
$1.11M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.8K- 36.19% |
$602K - $626K
|
29.6K
$1.23M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.4K- 32.17% |
$912K - $948K
|
53.6K
$2.23M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.5K- 90.63% |
$949K - $986K
|
2.74K
$114K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-122K- 87.24% |
$4.37M - $4.54M
|
17.8K
$739K
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-233K- 99.96% |
$8.36M - $8.69M
|
95
$3.95K
|