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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
976New |
$40.4K - $43.4K
|
976
$43.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.48K+ 3.91% |
$102K - $110K
|
65.8K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-48- 0.93% |
$1.98K - $2.13K
|
5.11K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.22K- 16.9% |
$175K - $188K
|
20.8K
$931K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.37K- 23.46% |
$98K - $105K
|
7.73K
$347K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
77.3K+ 68.03% |
$3.2M - $3.44M
|
191K
$8.56M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
42.6K+ 38.07% |
$1.76M - $1.89M
|
155K
$6.93M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
25+ 0.07% |
$1.03K - $1.11K
|
33.9K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-519- 16.4% |
$21.5K - $23.1K
|
2.65K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
650+ 0.66% |
$26.9K - $28.9K
|
98.9K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.16K+ 52.28% |
$255K - $274K
|
17.9K
$805K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.83KNew |
$365K - $393K
|
8.83K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-43.7K- 31.89% |
$1.81M - $1.94M
|
93.4K
$4.19M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
16.2K+ 13.56% |
$671K - $721K
|
136K
$6.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14K- 0.56% |
$47K - $50.6K
|
203K
$9.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.33K- 6.44% |
$138K - $148K
|
48.3K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.46K- 53.18% |
$308K - $332K
|
6.57K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.25K- 14.8% |
$51.7K - $55.6K
|
7.2K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
498+ 8.72% |
$20.6K - $22.1K
|
6.21K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.84K- 14.33% |
$118K - $126K
|
17K
$763K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.75K- 22.88% |
$155K - $167K
|
12.6K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1K+ 32.94% |
$41.4K - $44.5K
|
4.04K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.8K- 17.12% |
$1.23M - $1.32M
|
144K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
95.8K+ 505.92% |
$3.96M - $4.26M
|
115K
$5.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-52- 0.43% |
$2.15K - $2.31K
|
12.1K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
900+ 9.77% |
$37.2K - $40K
|
10.1K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.57KNew |
$106K - $114K
|
2.57K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-63- 0.95% |
$2.61K - $2.8K
|
6.57K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-635- 6.43% |
$26.3K - $28.2K
|
9.24K
$414K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-479- 5.69% |
$19.8K - $21.3K
|
7.94K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.49K+ 6.16% |
$61.6K - $66.2K
|
25.7K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9- 0.08% |
$372 - $400
|
10.9K
$488K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.67K- 15.11% |
$235K - $252K
|
31.9K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$433K - $466K
|
10.5K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.19KNew |
$49.2K - $52.9K
|
1.19K
$53.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.64K+ 6.52% |
$67.6K - $72.7K
|
26.7K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.2KNew |
$215K - $231K
|
5.2K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
30.3K+ 9.12% |
$1.25M - $1.35M
|
363K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.16K+ 22.75% |
$89.3K - $96K
|
11.7K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
145+ 1.59% |
$6K - $6.45K
|
9.27K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-20.6K- 76.91% |
$854K - $918K
|
6.2K
$278K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 33.33% |
$16.5K - $17.8K
|
1.6K
$71.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-209- 2.85% |
$8.64K - $9.29K
|
7.12K
$319K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 11.07% |
$505K - $525K
|
121K
$5.41M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
589New |
$24.7K - $25.7K
|
589
$26.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-500- 4.83% |
$21K - $21.8K
|
9.85K
$442K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
50KNew |
$2.1M - $2.19M
|
50K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
837+ 12.7% |
$35.1K - $36.6K
|
7.43K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
55.6KNew |
$2.33M - $2.43M
|
55.6K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.03KNew |
$295K - $307K
|
7.03K
$315K
|
|