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 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.28K- 41.68% |
$161K - $168K
|
5.99K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.3K+ 355.33% |
$2.9M - $3.03M
|
99K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.3K+ 373.47% |
$1.81M - $1.89M
|
61.2K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.43KNew |
$241K - $252K
|
6.43K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.57KNew |
$322K - $336K
|
8.57K
$384K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.72KNew |
$215K - $224K
|
5.72K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$54.1K - $56.5K
|
1.44K
$64.6K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1KNew |
$1.3M - $1.44M
|
38.1K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-500- 2.68% |
$17.1K - $18.9K
|
18.2K
$815K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.41K+ 30.25% |
$82.3K - $90.8K
|
10.4K
$464K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.33% |
$702 - $723
|
5.97K
$268K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-72- 1.04% |
$2.53K - $2.6K
|
6.88K
$309K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17KNew |
$39.2K - $41.8K
|
1.17K
$52.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 6.1% |
$434 - $463
|
200
$8.97K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.42KNew |
$231K - $249K
|
7.42K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.48KNew |
$108K - $117K
|
3.48K
$156K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
850New |
$26.5K - $28.6K
|
850
$38.1K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.05KNew |
$32.8K - $35.3K
|
1.05K
$47.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.1KNew |
$222K - $239K
|
7.1K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.62KNew |
$300K - $323K
|
9.62K
$431K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.45KNew |
$201K - $217K
|
6.45K
$289K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-467- 6.19% |
$14.6K - $15.7K
|
7.07K
$317K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 18.89% |
$135K - $145K
|
27.2K
$1.22M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.1KNew |
$502K - $549K
|
17.1K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-581- 5.96% |
$17.1K - $18.7K
|
9.17K
$411K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-20- 3.45% |
$587 - $643
|
560
$25.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
46New |
$1.35K - $1.48K
|
46
$2.06K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7.51K- 6.83% |
$220K - $248K
|
102K
$4.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
910+ 10.22% |
$26.7K - $30K
|
9.82K
$440K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.74K+ 3.67% |
$169K - $196K
|
162K
$7.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.65K+ 17.35% |
$48.5K - $56.2K
|
11.1K
$500K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
621New |
$18.3K - $21.2K
|
621
$27.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-23.8KClosed |
$703K - $813K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.16KClosed |
$34.2K - $39.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
3.7KNew |
$116K - $127K
|
3.7K
$166K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
582KNew |
$17.6M - $18.4M
|
582K
$26.1M
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.99K- 15.29% |
$148K - $150K
|
27.6K
$1.24M
|
|