Latest Institutional Purchases of First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
177+ 0.75% |
$7.32K - $7.87K
|
23.7K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
145+ 1.59% |
$6K - $6.45K
|
9.27K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46+ 0.24% |
$1.9K - $2.05K
|
19.1K
$824K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
25+ 0.07% |
$1.03K - $1.11K
|
33.9K
$1.46M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
55.6KNew |
$2.33M - $2.43M
|
55.6K
$2.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
50KNew |
$2.1M - $2.19M
|
50K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
29.5KNew |
$1.24M - $1.29M
|
29.5K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.91KNew |
$374K - $389K
|
8.91K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.03KNew |
$295K - $307K
|
7.03K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$61.2K - $63.7K
|
1.46K
$62.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
843New |
$35.4K - $36.8K
|
843
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
837+ 12.7% |
$35.1K - $36.6K
|
7.43K
$320K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
589New |
$24.7K - $25.7K
|
589
$25.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
550New |
$23.1K - $24K
|
550
$23.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
517New |
$21.7K - $22.6K
|
517
$22.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
350+ 3.17% |
$14.7K - $15.3K
|
11.4K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 11.85% |
$10.5K - $10.9K
|
2.36K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.9K - $4.06K
|
93
$4K
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.89KNew |
$192K - $207K
|
4.89K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.55K+ 26.98% |
$178K - $192K
|
21.4K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 54.43% |
$79.7K - $85.9K
|
5.77K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
637New |
$25K - $26.9K
|
637
$27.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
287+ 5.29% |
$11.2K - $12.1K
|
5.71K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
178+ 0.14% |
$6.97K - $7.52K
|
132K
$5.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
112+ 1.96% |
$4.39K - $4.73K
|
5.82K
$250K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
20.6KNew |
$782K - $839K
|
20.6K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.7KNew |
$480K - $514K
|
12.7K
$544K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.4KNew |
$470K - $504K
|
12.4K
$533K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.76K+ 99.76% |
$294K - $316K
|
15.5K
$669K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.69KNew |
$254K - $272K
|
6.69K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.92K+ 58.92% |
$111K - $119K
|
7.87K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 20.12% |
$49.4K - $53K
|
7.79K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.03K+ 18.59% |
$39K - $41.8K
|
6.56K
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17New |
$644 - $691
|
17
$731
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.3K+ 355.33% |
$2.9M - $3.03M
|
99K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.3K+ 373.47% |
$1.81M - $1.89M
|
61.2K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.57KNew |
$322K - $336K
|
8.57K
$369K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.43KNew |
$241K - $252K
|
6.43K
$276K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.72KNew |
$215K - $224K
|
5.72K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$54.1K - $56.5K
|
1.44K
$61.9K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
636New |
$23.9K - $25K
|
636
$27.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
562New |
$21.1K - $22.1K
|
562
$24.2K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1KNew |
$1.3M - $1.44M
|
38.1K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.41K+ 30.25% |
$82.3K - $90.8K
|
10.4K
$446K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17KNew |
$39.2K - $41.8K
|
1.17K
$50.5K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.62KNew |
$300K - $323K
|
9.62K
$414K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.42KNew |
$231K - $249K
|
7.42K
$319K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.1KNew |
$222K - $239K
|
7.1K
$306K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.45KNew |
$201K - $217K
|
6.45K
$277K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 18.89% |
$135K - $145K
|
27.2K
$1.17M
|
|