Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
227KNew |
$7.33M - $7.79M
|
227K
$9.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 156.76% |
$4.89M - $5.2M
|
248K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
80.3KNew |
$2.59M - $2.75M
|
80.3K
$3.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.6K+ 104.66% |
$1.86M - $1.97M
|
113K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42.3KNew |
$1.36M - $1.45M
|
42.3K
$1.76M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35K+ 82.9% |
$1.13M - $1.2M
|
77.3K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.2KNew |
$1.1M - $1.17M
|
34.2K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
32.1K+ 295.63% |
$1.04M - $1.1M
|
43K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27KNew |
$871K - $926K
|
27K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22.7KNew |
$733K - $780K
|
22.7K
$944K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.6K+ 33.85% |
$730K - $777K
|
89.5K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
22.2KNew |
$715K - $761K
|
22.2K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.4KNew |
$626K - $665K
|
19.4K
$806K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
15.5KNew |
$499K - $531K
|
15.5K
$643K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
15KNew |
$484K - $515K
|
15K
$623K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$429K - $456K
|
13.3K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2K+ 139.83% |
$426K - $453K
|
22.7K
$942K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1K+ 34.27% |
$358K - $381K
|
43.5K
$1.81M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.7KNew |
$344K - $366K
|
10.7K
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
9.42K+ 88.87% |
$304K - $323K
|
20K
$832K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.82KNew |
$252K - $268K
|
7.82K
$325K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.79KNew |
$219K - $233K
|
6.79K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.63KNew |
$214K - $228K
|
6.63K
$276K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.41K+ 65.36% |
$142K - $151K
|
11.2K
$463K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.54KNew |
$114K - $121K
|
3.54K
$147K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 1.7% |
$68.1K - $72.4K
|
126K
$5.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.59K+ 30.37% |
$51.3K - $54.5K
|
6.83K
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.21K+ 0.63% |
$38.9K - $41.3K
|
191K
$7.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 3.11% |
$35.7K - $38K
|
36.8K
$1.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
993+ 15.35% |
$32K - $34.1K
|
7.46K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
635New |
$20.5K - $21.8K
|
635
$26.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
470+ 14.81% |
$15.2K - $16.1K
|
3.64K
$151K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288New |
$9.29K - $9.88K
|
288
$12K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
25+ 0.09% |
$807 - $857
|
26.7K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-396- 0.94% |
$12.8K - $13.6K
|
41.9K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-858- 12.76% |
$27.7K - $29.4K
|
5.87K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 10.11% |
$40.5K - $43K
|
11.2K
$463K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 9.77% |
$41.9K - $44.6K
|
12K
$498K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.6K- 11.33% |
$51.6K - $54.9K
|
12.5K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.62K- 6.42% |
$52.4K - $55.7K
|
23.7K
$983K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.97K- 4.01% |
$63.5K - $67.5K
|
47.1K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.86K- 11.56% |
$92.1K - $98K
|
21.8K
$907K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.78K- 21.19% |
$219K - $233K
|
25.2K
$1.05M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-12K- 48.73% |
$386K - $411K
|
12.6K
$523K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 34.82% |
$399K - $424K
|
23.2K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.8K- 23.2% |
$576K - $612K
|
59.1K
$2.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-216K- 76.96% |
$6.97M - $7.41M
|
64.7K
$2.69M
|