Latest Institutional Transactions on First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FMAR) 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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 293.92% |
$749K - $782K
|
26.7K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.2K+ 216.03% |
$723K - $755K
|
28.1K
$1.15M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 13.15% |
$1.19M - $1.24M
|
273K
$11.2M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.97K- 1.82% |
$73.8K - $77.1K
|
106K
$4.34M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.4K+ 54.52% |
$2.83M - $2.96M
|
214K
$8.76M
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
163KNew |
$6.13M - $6.4M
|
163K
$6.69M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.43K+ 4.49% |
$91.2K - $95.3K
|
56.5K
$2.32M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
316KNew |
$11.9M - $12.4M
|
316K
$13M
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.35KNew |
$276K - $288K
|
7.35K
$301K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.6K+ 60.89% |
$1.49M - $1.55M
|
105K
$4.29M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
398K+ 2807.41% |
$15M - $15.6M
|
412K
$16.9M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.72KNew |
$215K - $224K
|
5.72K
$235K
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
123KNew |
$4.62M - $4.82M
|
123K
$5.04M
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$54.1K - $56.5K
|
1.44K
$59.1K
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.93K- 3.86% |
$148K - $154K
|
97.8K
$4.01M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-730- 16.44% |
$27.4K - $28.6K
|
3.71K
$152K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.53K+ 30.85% |
$245K - $256K
|
27.7K
$1.14M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 18.52% |
$18.8K - $19.6K
|
2.2K
$90.2K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.72K+ 46.58% |
$102K - $107K
|
8.57K
$351K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$1.13K - $1.18K
|
30
$1.23K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.4K+ 24.73% |
$90.3K - $94.3K
|
12.1K
$497K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.42K+ 18.51% |
$90.8K - $94.8K
|
15.5K
$634K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.65K+ 793.75% |
$62K - $64.8K
|
1.86K
$76.2K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.7KNew |
$289K - $302K
|
7.7K
$316K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
201KNew |
$7.54M - $7.87M
|
201K
$8.23M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
984+ 59.46% |
$37K - $38.6K
|
2.64K
$108K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
89.3K+ 112.26% |
$3.35M - $3.5M
|
169K
$6.92M
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18K- 8.85% |
$617K - $681K
|
186K
$7.61M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.03K- 34.63% |
$172K - $190K
|
9.49K
$389K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.64KNew |
$193K - $213K
|
5.64K
$231K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-195- 8.46% |
$6.68K - $7.36K
|
2.11K
$86.5K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$54.8K - $60.4K
|
1.6K
$65.6K
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1KNew |
$1.3M - $1.44M
|
38.1K
$1.56M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-97- 11.47% |
$3.32K - $3.66K
|
749
$30.7K
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.98K- 9.52% |
$102K - $112K
|
28.3K
$1.16M
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.42K+ 7.01% |
$48.7K - $53.7K
|
21.7K
$891K
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-600- 1.75% |
$20.5K - $22.7K
|
33.7K
$1.38M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.33KNew |
$182K - $201K
|
5.33K
$219K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-500- 2.68% |
$17.1K - $18.9K
|
18.2K
$745K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.41K+ 30.25% |
$82.3K - $90.8K
|
10.4K
$425K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-491- 17.02% |
$16.8K - $18.5K
|
2.39K
$98.1K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.33% |
$702 - $723
|
5.97K
$245K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.59KNew |
$266K - $275K
|
7.59K
$311K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-72- 1.04% |
$2.53K - $2.6K
|
6.88K
$282K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.38KNew |
$46K - $49.1K
|
1.38K
$56.6K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17KNew |
$39.2K - $41.8K
|
1.17K
$48.1K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 6.1% |
$434 - $463
|
200
$8.2K
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
28.8KNew |
$963K - $1.03M
|
28.8K
$1.18M
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.7K- 38.52% |
$460K - $495K
|
23.5K
$964K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.42KNew |
$231K - $249K
|
7.42K
$304K
|