Purchases and Sales Made in Q2 2024 in First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Viii Ft Cboe Ve (FAPR) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST EX TR FD VIII FT CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
265K+ 248.48% |
$9.63M - $10.3M
|
371K
$15.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
171K+ 85.75% |
$6.22M - $6.68M
|
370K
$15.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
165K+ 322.67% |
$6.02M - $6.47M
|
217K
$8.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
125K+ 497.74% |
$4.53M - $4.87M
|
150K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
117KNew |
$4.26M - $4.57M
|
117K
$4.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.6K+ 38.31% |
$1.48M - $1.59M
|
147K
$6.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
37.7K+ 39.81% |
$1.37M - $1.47M
|
132K
$5.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.2K+ 10.53% |
$1.32M - $1.41M
|
380K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
34.5KNew |
$1.26M - $1.35M
|
34.5K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$969K - $1.04M
|
26.6K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
25.5KNew |
$927K - $996K
|
25.5K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
21.5K+ 19.83% |
$781K - $839K
|
130K
$5.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$733K - $788K
|
20.2K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3K+ 22.13% |
$703K - $755K
|
107K
$4.39M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.7K+ 113.73% |
$644K - $692K
|
33.3K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
16.6KNew |
$604K - $649K
|
16.6K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.3K+ 135.33% |
$592K - $636K
|
28.3K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9KNew |
$578K - $621K
|
15.9K
$654K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14.5K+ 50.96% |
$529K - $568K
|
43K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
12KNew |
$436K - $469K
|
12K
$493K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5KNew |
$417K - $448K
|
11.5K
$471K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.8K+ 129.68% |
$394K - $423K
|
19.2K
$788K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10K+ 46.25% |
$365K - $392K
|
31.7K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.52K+ 83.27% |
$346K - $372K
|
21K
$862K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.31KNew |
$339K - $364K
|
9.31K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.03K+ 57.78% |
$328K - $353K
|
24.7K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.79KNew |
$320K - $344K
|
8.79K
$362K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.22KNew |
$299K - $322K
|
8.22K
$338K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.43K+ 24.13% |
$270K - $290K
|
38.2K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.36K+ 253.9% |
$268K - $288K
|
10.3K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.94KNew |
$252K - $271K
|
6.94K
$285K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.91KNew |
$251K - $270K
|
6.91K
$284K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.73K+ 15.03% |
$245K - $263K
|
51.5K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.34K+ 2.69% |
$231K - $248K
|
242K
$9.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.12KNew |
$223K - $239K
|
6.12K
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.07KNew |
$221K - $237K
|
6.07K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
5.45KNew |
$198K - $213K
|
5.45K
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
5.42KNew |
$197K - $212K
|
5.42K
$223K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.34K+ 5.58% |
$194K - $209K
|
101K
$4.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.33KNew |
$194K - $208K
|
5.33K
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.17KNew |
$188K - $202K
|
5.17K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.91K+ 19.44% |
$179K - $192K
|
30.2K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.73K+ 80.54% |
$172K - $185K
|
10.6K
$436K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.83K+ 34.69% |
$139K - $150K
|
14.9K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.79K+ 3.56% |
$138K - $148K
|
110K
$4.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.78K+ 33.92% |
$138K - $148K
|
14.9K
$614K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.76K+ 16.1% |
$137K - $147K
|
27.1K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56KNew |
$129K - $139K
|
3.56K
$146K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.18K+ 23.97% |
$116K - $124K
|
16.5K
$677K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.16K+ 46.35% |
$115K - $124K
|
9.98K
$411K
|