Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229New |
$9.47K - $10.2K
|
229
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
177+ 0.75% |
$7.32K - $7.87K
|
23.7K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
145+ 1.59% |
$6K - $6.45K
|
9.27K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46+ 0.24% |
$1.9K - $2.05K
|
19.1K
$859K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
25+ 0.07% |
$1.03K - $1.11K
|
33.9K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9- 0.08% |
$372 - $400
|
10.9K
$488K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-48- 0.93% |
$1.98K - $2.13K
|
5.11K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-52- 0.43% |
$2.15K - $2.31K
|
12.1K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-63- 0.95% |
$2.61K - $2.8K
|
6.57K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-209- 2.85% |
$8.64K - $9.29K
|
7.12K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-212- 3.32% |
$8.77K - $9.43K
|
6.16K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-282- 5.73% |
$11.7K - $12.5K
|
4.64K
$208K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-479- 5.69% |
$19.8K - $21.3K
|
7.94K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-519- 16.4% |
$21.5K - $23.1K
|
2.65K
$119K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-635- 6.43% |
$26.3K - $28.2K
|
9.24K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-743- 8.68% |
$30.7K - $33K
|
7.82K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-800- 12.63% |
$33.1K - $35.6K
|
5.53K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.13K- 5.49% |
$46.7K - $50.2K
|
19.4K
$872K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14K- 0.56% |
$47K - $50.6K
|
203K
$9.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.25K- 14.8% |
$51.7K - $55.6K
|
7.2K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.36K- 4.22% |
$56.2K - $60.4K
|
30.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 7.93% |
$57.8K - $62.2K
|
16.2K
$728K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 15.48% |
$74.4K - $80K
|
9.83K
$441K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 57.33% |
$75.2K - $80.9K
|
1.35K
$60.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.2K- 2.35% |
$91.1K - $97.9K
|
91.4K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.25K- 4.25% |
$93K - $100K
|
50.7K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.37K- 23.46% |
$98K - $105K
|
7.73K
$347K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.84K- 14.33% |
$118K - $126K
|
17K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.97K- 3.15% |
$123K - $132K
|
91.3K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.33K- 6.44% |
$138K - $148K
|
48.3K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.75K- 22.88% |
$155K - $167K
|
12.6K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.22K- 16.9% |
$175K - $188K
|
20.8K
$931K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.67K- 15.11% |
$235K - $252K
|
31.9K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.76K- 6.78% |
$238K - $256K
|
79.3K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.14K- 10.87% |
$254K - $273K
|
50.3K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.46K- 53.18% |
$308K - $332K
|
6.57K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.3K- 34.22% |
$469K - $505K
|
21.8K
$978K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.4K- 15.72% |
$513K - $552K
|
66.5K
$2.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-20.6K- 76.91% |
$854K - $918K
|
6.2K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.9K- 56.01% |
$988K - $1.06M
|
18.8K
$842K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.1K- 17.4% |
$1.16M - $1.25M
|
133K
$5.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.8K- 17.12% |
$1.23M - $1.32M
|
144K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.6KClosed |
$1.31M - $1.41M
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-43.7K- 31.89% |
$1.81M - $1.94M
|
93.4K
$4.19M
|