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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
28.4K+ 38.95% |
$1.06M - $1.2M
|
101K
$4.38M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.9K- 5.38% |
$70.8K - $80K
|
33.4K
$1.45M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.23K+ 20.57% |
$233K - $263K
|
36.5K
$1.58M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
909+ 28.0% |
$33.9K - $38.4K
|
4.16K
$180K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.08KNew |
$189K - $214K
|
5.08K
$220K
|
|
Q1 2025 | |||||||
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.7K- 17.82% |
$109K - $114K
|
12.5K
$540K
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-281- 3.74% |
$11.3K - $11.9K
|
7.22K
$313K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
57.2KNew |
$2.31M - $2.42M
|
57.2K
$2.48M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
305New |
$12.3K - $12.9K
|
305
$13.2K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.36K+ 34.68% |
$55K - $57.6K
|
5.3K
$230K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-192- 1.34% |
$7.74K - $8.11K
|
14.1K
$611K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.01K- 70.57% |
$80.8K - $84.7K
|
836
$36.2K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-50- 0.53% |
$2.01K - $2.11K
|
9.37K
$406K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.87K- 26.03% |
$75.3K - $78.9K
|
5.31K
$230K
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-164K- 96.24% |
$6.61M - $6.93M
|
6.42K
$278K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
20+ 0.22% |
$806 - $845
|
9.1K
$394K
|
|
Q4 2024 | |||||||
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.94KNew |
$198K - $205K
|
4.94K
$214K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
615New |
$24.7K - $25.6K
|
615
$26.6K
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.19KNew |
$249K - $257K
|
6.19K
$268K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.7K- 41.18% |
$550K - $570K
|
19.6K
$848K
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
10KNew |
$402K - $416K
|
10K
$433K
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.1KNew |
$767K - $794K
|
19.1K
$827K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$45.9K - $47.5K
|
1.14K
$49.5K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$100K - $104K
|
2.5K
$108K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
134New |
$5.38K - $5.57K
|
134
$5.81K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.93KNew |
$198K - $205K
|
4.93K
$214K
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.9KNew |
$197K - $204K
|
4.9K
$212K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-318- 2.11% |
$12K - $12.9K
|
14.8K
$639K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
513New |
$19.4K - $20.7K
|
513
$22.2K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-128- 1.38% |
$4.84K - $5.18K
|
9.11K
$395K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-650- 8.49% |
$24.6K - $26.3K
|
7.01K
$304K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-600- 2.22% |
$22.7K - $24.3K
|
26.4K
$1.14M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-325- 6.1% |
$12.3K - $13.1K
|
5K
$217K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.4K- 14.6% |
$810K - $866K
|
125K
$5.42M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.3K- 5.55% |
$314K - $335K
|
141K
$6.12M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-55- 0.33% |
$2.08K - $2.22K
|
16.6K
$717K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-276- 5.09% |
$10.4K - $11.2K
|
5.14K
$223K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
615New |
$22.4K - $24K
|
615
$26.6K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.79KNew |
$320K - $344K
|
8.79K
$381K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9KNew |
$578K - $621K
|
15.9K
$688K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56KNew |
$129K - $139K
|
3.56K
$154K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2KNew |
$72.8K - $78.2K
|
2K
$86.7K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
908New |
$33K - $35.5K
|
908
$39.3K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.18K+ 23.97% |
$116K - $124K
|
16.5K
$714K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.94K- 7.77% |
$70.6K - $75.9K
|
23K
$997K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
5.45KNew |
$198K - $213K
|
5.45K
$236K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.17KNew |
$188K - $202K
|
5.17K
$224K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150New |
$5.46K - $5.87K
|
150
$6.5K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.91KNew |
$251K - $270K
|
6.91K
$299K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-30- 0.05% |
$1.09K - $1.17K
|
58.3K
$2.53M
|