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 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
340New |
$10.6K - $11.4K
|
340
$14.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
208New |
$6.49K - $6.99K
|
208
$9.06K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
200+ 1.49% |
$6.24K - $6.72K
|
13.6K
$594K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
165+ 1.21% |
$5.15K - $5.55K
|
13.8K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75New |
$2.34K - $2.52K
|
75
$3.27K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 19.01% |
$1.56K - $1.68K
|
213
$9.28K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 0.99% |
$4.56K - $4.91K
|
14.6K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-317- 0.93% |
$9.89K - $10.7K
|
33.9K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 8.7% |
$12.5K - $13.4K
|
4.2K
$183K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-467- 6.19% |
$14.6K - $15.7K
|
7.07K
$308K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-900- 11.01% |
$28.1K - $30.3K
|
7.28K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 5.56% |
$31.2K - $33.6K
|
17K
$740K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.5K- 16.19% |
$46.8K - $50.4K
|
7.77K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.83K- 24.38% |
$182K - $196K
|
18.1K
$788K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.4K- 9.97% |
$200K - $215K
|
57.8K
$2.52M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 59.08% |
$383K - $413K
|
8.5K
$370K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.7K- 38.52% |
$460K - $495K
|
23.5K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.6K- 86.22% |
$580K - $625K
|
2.97K
$130K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 42.92% |
$581K - $626K
|
24.8K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-48.7K- 88.36% |
$1.52M - $1.64M
|
6.41K
$279K
|