Latest Institutional Transactions on First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information on the latest institutional transactions involving First Ex Tr Fd Viii Ft Cboe Ve (FAPR) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
128K+ 344.62% |
$4.44M - $4.67M
|
165K
$6.78M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.34K+ 102.29% |
$289K - $304K
|
16.5K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13K- 32.03% |
$450K - $473K
|
27.6K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3K- 27.22% |
$104K - $109K
|
8.02K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-289K- 98.06% |
$10M - $10.5M
|
5.7K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
424New |
$14.7K - $15.5K
|
424
$17.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05KNew |
$71.1K - $74.8K
|
2.05K
$84.1K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$3.13K - $3.5K
|
100
$4.1K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$453K - $506K
|
14.5K
$593K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.7KNew |
$398K - $444K
|
12.7K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.59KNew |
$300K - $335K
|
9.59K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.12K+ 22.05% |
$129K - $144K
|
22.8K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.8KNew |
$587K - $656K
|
18.8K
$769K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
123KNew |
$3.84M - $4.29M
|
123K
$5.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.32K+ 74.41% |
$229K - $256K
|
17.2K
$702K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
28.4KNew |
$891K - $995K
|
28.4K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
241New |
$7.55K - $8.43K
|
241
$9.87K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$15.7K - $17.5K
|
500
$20.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
662KNew |
$20.7M - $23.1M
|
662K
$27.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
35.4KNew |
$1.11M - $1.24M
|
35.4K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.6KNew |
$395K - $441K
|
12.6K
$517K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.29M- 99.15% |
$40.4M - $45.1M
|
11K
$451K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
45.3KNew |
$1.42M - $1.58M
|
45.3K
$1.85M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.81K- 37.53% |
$123K - $128K
|
6.35K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.24K- 4.11% |
$168K - $175K
|
122K
$5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 1.44% |
$611 - $635
|
1.31K
$53.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.43KNew |
$207K - $215K
|
6.43K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-543- 5.33% |
$17.5K - $18.2K
|
9.64K
$395K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.7KNew |
$908K - $973K
|
29.7K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.88KNew |
$88.1K - $94.3K
|
2.88K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.52KNew |
$200K - $214K
|
6.52K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
316New |
$9.68K - $10.4K
|
316
$12.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.22KNew |
$98.5K - $105K
|
3.22K
$132K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
84.7KNew |
$2.59M - $2.78M
|
84.7K
$3.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.4K+ 52.36% |
$348K - $372K
|
33K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
206KNew |
$6.31M - $6.76M
|
206K
$8.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.09K- 13.8% |
$64K - $68.6K
|
13.1K
$535K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
17+ 0.25% |
$521 - $558
|
6.8K
$279K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.52K- 29.68% |
$161K - $171K
|
13.1K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.73KNew |
$109K - $115K
|
3.73K
$153K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.83KNew |
$286K - $304K
|
9.83K
$403K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8.93KNew |
$260K - $276K
|
8.93K
$366K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1K- 8.8% |
$29.1K - $30.9K
|
10.4K
$425K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.9KNew |
$327K - $358K
|
11.9K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-79.1K- 90.59% |
$2.18M - $2.38M
|
8.21K
$336K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-202- 10.62% |
$5.56K - $6.09K
|
1.7K
$69.6K
|
|
| Q3 2022 | |||||||
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24.9KNew |
$686K - $774K
|
24.9K
$1.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$8.28K - $9.33K
|
300
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13.2K- 63.85% |
$365K - $412K
|
7.5K
$307K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$8.28K - $9.33K
|
300
$12.3K
|
|