Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FMAR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII FT CBOE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
243K+ 2433.98% |
$7.58M - $8.17M
|
253K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
176K+ 261.11% |
$5.5M - $5.92M
|
244K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
158K+ 1166.02% |
$4.94M - $5.33M
|
172K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
114KNew |
$3.56M - $3.83M
|
114K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
104KNew |
$3.23M - $3.48M
|
104K
$4.52M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.6K+ 517.17% |
$2.39M - $2.57M
|
91.4K
$3.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
72.5K+ 1546.69% |
$2.26M - $2.44M
|
77.2K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.3K+ 624.38% |
$1.88M - $2.03M
|
69.9K
$3.05M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.4K+ 99.87% |
$1.6M - $1.73M
|
103K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.8K+ 44.91% |
$1.52M - $1.64M
|
158K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.7K+ 197.35% |
$1.3M - $1.4M
|
62.9K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 53.23% |
$779K - $839K
|
71.9K
$3.13M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.4KNew |
$637K - $686K
|
20.4K
$889K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.2K+ 40.0% |
$598K - $645K
|
67.1K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 144.36% |
$383K - $413K
|
20.8K
$905K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.8KNew |
$336K - $362K
|
10.8K
$470K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$315K - $339K
|
10.1K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.88K+ 25.75% |
$308K - $332K
|
48.3K
$2.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.62KNew |
$300K - $323K
|
9.62K
$419K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.19KNew |
$287K - $309K
|
9.19K
$401K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.33KNew |
$260K - $280K
|
8.33K
$363K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
8.22KNew |
$256K - $276K
|
8.22K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
7.67K+ 22.52% |
$239K - $258K
|
41.7K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.42KNew |
$231K - $249K
|
7.42K
$323K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.1KNew |
$222K - $239K
|
7.1K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
6.68KNew |
$209K - $225K
|
6.68K
$291K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.45KNew |
$201K - $217K
|
6.45K
$281K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
6.18KNew |
$193K - $208K
|
6.18K
$269K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$189K - $203K
|
6.05K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.02KNew |
$188K - $202K
|
6.02K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.64K+ 1093.8% |
$176K - $190K
|
6.16K
$268K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.75K+ 25.28% |
$148K - $160K
|
23.6K
$1.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 18.89% |
$135K - $145K
|
27.2K
$1.19M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.7KNew |
$115K - $124K
|
3.7K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.48KNew |
$108K - $117K
|
3.48K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.83K+ 23.24% |
$88.3K - $95.1K
|
15K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.82K+ 15.52% |
$88.1K - $94.9K
|
21K
$916K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.29K+ 32.3% |
$71.5K - $77.1K
|
9.39K
$409K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.17K+ 20.11% |
$67.5K - $72.8K
|
12.9K
$563K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.16K+ 13.98% |
$67.4K - $72.6K
|
17.6K
$767K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.98K+ 13.58% |
$61.8K - $66.6K
|
16.6K
$722K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.98K+ 17.85% |
$61.7K - $66.4K
|
13K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.76K+ 13.24% |
$55K - $59.3K
|
15.1K
$657K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.76K+ 17.34% |
$54.9K - $59.2K
|
11.9K
$519K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.68K+ 7.57% |
$52.3K - $56.3K
|
23.8K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.28K+ 19.36% |
$39.9K - $43K
|
7.89K
$344K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.05KNew |
$32.8K - $35.3K
|
1.05K
$45.8K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
850New |
$26.5K - $28.6K
|
850
$37K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
644+ 3.2% |
$20.1K - $21.7K
|
20.8K
$905K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
490+ 3.04% |
$15.3K - $16.5K
|
16.6K
$723K
|