Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
243KNew |
$9.75M - $10.1M
|
243K
$10.2M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
41.4K+ 55.11% |
$1.67M - $1.72M
|
117K
$4.9M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.5K+ 4446.0% |
$983K - $1.02M
|
25K
$1.05M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
23.1K+ 150.5% |
$930K - $962K
|
38.5K
$1.62M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.1KNew |
$767K - $794K
|
19.1K
$803K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.4K+ 21.68% |
$661K - $684K
|
92.3K
$3.88M
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
13.9KNew |
$557K - $577K
|
13.9K
$583K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.7KNew |
$511K - $529K
|
12.7K
$535K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.7KNew |
$430K - $445K
|
10.7K
$450K
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
10KNew |
$402K - $416K
|
10K
$420K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.16K+ 8.37% |
$368K - $381K
|
119K
$4.99M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.74K+ 80.28% |
$311K - $322K
|
17.4K
$731K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.79K+ 2.72% |
$233K - $241K
|
219K
$9.19M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.21K+ 64.71% |
$209K - $217K
|
13.3K
$558K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.94KNew |
$199K - $205K
|
4.94K
$208K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.93KNew |
$198K - $205K
|
4.93K
$207K
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.9KNew |
$197K - $204K
|
4.9K
$206K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.74K+ 22.73% |
$191K - $197K
|
25.6K
$1.08M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.61K+ 40.74% |
$185K - $192K
|
15.9K
$669K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.93KNew |
$158K - $164K
|
3.93K
$165K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3.8KNew |
$153K - $158K
|
3.8K
$160K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.57K+ 4.34% |
$144K - $149K
|
85.8K
$3.61M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.74K+ 2741.0% |
$110K - $114K
|
2.84K
$119K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$100K - $104K
|
2.5K
$105K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.63K+ 14.02% |
$65.3K - $67.6K
|
13.2K
$555K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.55K+ 13.0% |
$62.4K - $64.6K
|
13.5K
$568K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$45.9K - $47.5K
|
1.14K
$48K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
836+ 29.51% |
$33.6K - $34.8K
|
3.67K
$154K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$12.1K - $12.5K
|
300
$12.6K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
238+ 10.25% |
$9.56K - $9.9K
|
2.56K
$108K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
134New |
$5.38K - $5.57K
|
134
$5.63K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
82+ 0.3% |
$3.29K - $3.41K
|
27.2K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 0.41% |
$1.61K - $1.66K
|
9.76K
$410K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-75- 1.15% |
$3.01K - $3.12K
|
6.44K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-98- 0.98% |
$3.94K - $4.08K
|
9.86K
$414K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-210- 2.71% |
$8.44K - $8.73K
|
7.55K
$317K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-271- 2.91% |
$10.9K - $11.3K
|
9.05K
$380K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-311- 1.05% |
$12.5K - $12.9K
|
29.4K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-381- 2.6% |
$15.3K - $15.8K
|
14.3K
$601K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-450- 7.24% |
$18.1K - $18.7K
|
5.77K
$242K
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-478- 0.28% |
$19.2K - $19.9K
|
171K
$7.17M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-655- 0.56% |
$26.3K - $27.2K
|
117K
$4.91M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-699- 1.66% |
$28.1K - $29.1K
|
41.4K
$1.74M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-830- 7.37% |
$33.3K - $34.5K
|
10.4K
$438K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.08K- 3.26% |
$43.2K - $44.8K
|
32K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 5.68% |
$64.5K - $66.8K
|
26.7K
$1.12M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.83K- 12.37% |
$73.4K - $75.9K
|
12.9K
$543K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.91K- 8.87% |
$76.8K - $79.5K
|
19.6K
$825K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.28K- 20.09% |
$91.7K - $94.9K
|
9.08K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.53K- 5.19% |
$102K - $105K
|
46.2K
$1.94M
|