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 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-48- 0.93% |
$1.98K - $2.13K
|
5.11K
$236K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.83KNew |
$365K - $393K
|
8.83K
$408K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.25K- 14.8% |
$51.7K - $55.6K
|
7.2K
$332K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
498+ 8.72% |
$20.6K - $22.1K
|
6.21K
$287K
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.57KNew |
$106K - $114K
|
2.57K
$119K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-635- 6.43% |
$26.3K - $28.2K
|
9.24K
$427K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.19KNew |
$49.2K - $52.9K
|
1.19K
$55K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.64K+ 6.52% |
$67.6K - $72.7K
|
26.7K
$1.23M
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.2KNew |
$215K - $231K
|
5.2K
$240K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 33.33% |
$16.5K - $17.8K
|
1.6K
$73.9K
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-209- 2.85% |
$8.64K - $9.29K
|
7.12K
$329K
|
|
Q4 2024 | |||||||
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
589New |
$24.7K - $25.7K
|
589
$27.2K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-500- 4.83% |
$21K - $21.8K
|
9.85K
$455K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
50KNew |
$2.1M - $2.19M
|
50K
$2.31M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.03KNew |
$295K - $307K
|
7.03K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
55.6KNew |
$2.33M - $2.43M
|
55.6K
$2.57M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 11.85% |
$10.5K - $10.9K
|
2.36K
$109K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
29.5KNew |
$1.24M - $1.29M
|
29.5K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
843New |
$35.4K - $36.8K
|
843
$38.9K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.7K- 36.24% |
$113K - $118K
|
4.75K
$219K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
550New |
$23.1K - $24K
|
550
$25.4K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.89K- 8.31% |
$79.2K - $82.5K
|
20.8K
$963K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
517New |
$21.7K - $22.6K
|
517
$23.9K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.91KNew |
$374K - $389K
|
8.91K
$411K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.02K- 43.11% |
$169K - $176K
|
5.3K
$245K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-48- 0.36% |
$2.01K - $2.1K
|
13.2K
$607K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.08K- 20.96% |
$171K - $178K
|
15.4K
$710K
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-19.9K- 15.05% |
$835K - $869K
|
112K
$5.19M
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.03K- 0.55% |
$43.3K - $45.1K
|
186K
$8.59M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.9K - $4.06K
|
93
$4.3K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
350+ 3.17% |
$14.7K - $15.3K
|
11.4K
$526K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$61.2K - $63.7K
|
1.46K
$67.4K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.02K- 27.95% |
$84.8K - $88.3K
|
5.21K
$241K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-400- 2.86% |
$16.8K - $17.5K
|
13.6K
$627K
|
|
Q3 2024 | |||||||
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
112+ 1.96% |
$4.39K - $4.73K
|
5.82K
$269K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
112+ 1.96% |
$4.39K - $4.73K
|
5.82K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-240- 1.62% |
$9.4K - $10.1K
|
14.6K
$674K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-90- 1.03% |
$3.53K - $3.8K
|
8.69K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-9.12K- 46.43% |
$357K - $386K
|
10.5K
$486K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.75K- 86.3% |
$108K - $116K
|
437
$20.2K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 54.43% |
$79.7K - $85.9K
|
5.77K
$266K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.55K+ 26.98% |
$178K - $192K
|
21.4K
$989K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
287+ 5.29% |
$11.2K - $12.1K
|
5.71K
$264K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.89KNew |
$192K - $207K
|
4.89K
$226K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-349K- 20.37% |
$13.7M - $14.7M
|
1.36M
$63M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
637New |
$25K - $26.9K
|
637
$29.4K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
178+ 0.14% |
$6.97K - $7.52K
|
132K
$6.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.05K- 1.16% |
$198K - $214K
|
430K
$19.8M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-675- 2.0% |
$26.4K - $28.5K
|
33K
$1.52M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 16.67% |
$196 - $211
|
25
$1.15K
|