Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
622K+ 4143.51% |
$23.1M - $23.9M
|
637K
$26.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
497KNew |
$18.5M - $19.2M
|
497K
$20.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
269K+ 1513.11% |
$10M - $10.4M
|
287K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
204KNew |
$7.6M - $7.87M
|
204K
$8.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
168K+ 171.99% |
$6.27M - $6.49M
|
266K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115KNew |
$4.3M - $4.45M
|
115K
$4.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
96.4KNew |
$3.59M - $3.71M
|
96.4K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.7K+ 62.37% |
$3.15M - $3.26M
|
221K
$9.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50K+ 93.24% |
$1.86M - $1.92M
|
104K
$4.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
46.5K+ 542.13% |
$1.73M - $1.79M
|
55.1K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 24.31% |
$891K - $923K
|
122K
$5.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
22.7K+ 159.34% |
$844K - $874K
|
36.9K
$1.53M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
21.4K+ 79.94% |
$795K - $823K
|
48.1K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
20.2KNew |
$753K - $780K
|
20.2K
$841K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.7K+ 133.01% |
$734K - $760K
|
34.6K
$1.44M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$734K - $759K
|
19.7K
$819K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$601K - $622K
|
16.2K
$671K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1KNew |
$599K - $620K
|
16.1K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9KNew |
$516K - $534K
|
13.9K
$576K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13K+ 338.96% |
$483K - $500K
|
16.8K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$479K - $496K
|
12.9K
$534K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$468K - $485K
|
12.6K
$523K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.2KNew |
$381K - $394K
|
10.2K
$425K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.56KNew |
$356K - $368K
|
9.56K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.21KNew |
$343K - $355K
|
9.21K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.15KNew |
$341K - $353K
|
9.15K
$380K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.07KNew |
$337K - $349K
|
9.07K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.9K+ 25.17% |
$331K - $343K
|
44.3K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
8.74KNew |
$325K - $337K
|
8.74K
$363K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8.66KNew |
$322K - $333K
|
8.66K
$360K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.92KNew |
$295K - $305K
|
7.92K
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.12KNew |
$265K - $274K
|
7.12K
$296K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11KNew |
$264K - $274K
|
7.11K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.65KNew |
$247K - $256K
|
6.65K
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.18K+ 10.21% |
$230K - $238K
|
66.7K
$2.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$229K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.46K+ 62.15% |
$203K - $210K
|
14.2K
$592K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.35K+ 49.77% |
$199K - $206K
|
16.1K
$668K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.21KNew |
$194K - $201K
|
5.21K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.9K+ 69.9% |
$182K - $189K
|
11.9K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.75KNew |
$177K - $183K
|
4.75K
$197K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$173K - $179K
|
4.65K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.44K+ 46.71% |
$165K - $171K
|
13.9K
$579K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.18K+ 33.63% |
$155K - $161K
|
16.6K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$127K - $132K
|
3.43K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.37K+ 3.39% |
$88.2K - $91.3K
|
72.2K
$3M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.82K+ 51.43% |
$67.8K - $70.1K
|
5.36K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.04KNew |
$38.6K - $39.9K
|
1.04K
$43.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
950New |
$35.3K - $36.6K
|
950
$39.5K
|