Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
102K+ 1318.42% |
$3.42M - $3.65M
|
110K
$4.73M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.4K+ 70.33% |
$2.42M - $2.58M
|
175K
$7.52M
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
28.8KNew |
$963K - $1.03M
|
28.8K
$1.24M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
24.9K+ 32.31% |
$832K - $888K
|
102K
$4.38M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 23.92% |
$558K - $596K
|
86.6K
$3.72M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1KNew |
$472K - $504K
|
14.1K
$607K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.6K+ 208.5% |
$421K - $449K
|
18.7K
$801K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 65.02% |
$392K - $419K
|
29.8K
$1.28M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.6K+ 136.79% |
$388K - $414K
|
20.1K
$864K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.6KNew |
$387K - $413K
|
11.6K
$498K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$354K - $378K
|
10.6K
$455K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.43K+ 15.0% |
$315K - $336K
|
72.3K
$3.1M
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.95KNew |
$265K - $283K
|
7.95K
$341K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.15K+ 4.15% |
$239K - $255K
|
179K
$7.69M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6.95KNew |
$232K - $248K
|
6.95K
$299K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.76K+ 9.4% |
$226K - $241K
|
78.6K
$3.37M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.81K+ 2.38% |
$194K - $207K
|
249K
$10.7M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.58K+ 6.1% |
$186K - $199K
|
97K
$4.16M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.57K+ 21.74% |
$153K - $163K
|
25.6K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.94KNew |
$132K - $140K
|
3.94K
$169K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.92K+ 2.49% |
$131K - $140K
|
162K
$6.93M
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.71K+ 22.35% |
$124K - $132K
|
20.3K
$871K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.52K+ 21.25% |
$118K - $125K
|
20.1K
$863K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.42K+ 53.35% |
$114K - $122K
|
9.83K
$422K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.92K+ 47.44% |
$97.6K - $104K
|
9.08K
$390K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.97K+ 577.94% |
$65.6K - $70K
|
2.31K
$99K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.6K+ 14.85% |
$53.4K - $57K
|
12.4K
$531K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 17.19% |
$47.1K - $50.3K
|
9.63K
$413K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.38KNew |
$46K - $49.1K
|
1.38K
$59.2K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.29K+ 12.82% |
$43.2K - $46.1K
|
11.4K
$489K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17KNew |
$39.2K - $41.8K
|
1.17K
$50.4K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
889New |
$29.7K - $31.7K
|
889
$38.2K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
744+ 3.12% |
$24.8K - $26.5K
|
24.6K
$1.05M
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
617+ 1.48% |
$20.6K - $22K
|
42.4K
$1.82M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
600+ 3.53% |
$20K - $21.4K
|
17.6K
$755K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
490+ 3.54% |
$16.4K - $17.5K
|
14.3K
$615K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
440+ 0.66% |
$14.7K - $15.7K
|
67.5K
$2.9M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
409+ 4.14% |
$13.7K - $14.6K
|
10.3K
$442K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
143+ 0.95% |
$4.77K - $5.1K
|
15.2K
$654K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45+ 0.04% |
$1.5K - $1.6K
|
104K
$4.45M
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6- 0.08% |
$200 - $214
|
7.27K
$312K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 6.1% |
$434 - $463
|
200
$8.59K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-27- 0.45% |
$902 - $962
|
5.99K
$257K
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-63- 0.94% |
$2.1K - $2.24K
|
6.62K
$284K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-88- 2.96% |
$2.94K - $3.14K
|
2.88K
$124K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-331- 3.53% |
$11.1K - $11.8K
|
9.06K
$389K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-690- 1.19% |
$23K - $24.6K
|
57.1K
$2.45M
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-828- 6.4% |
$27.6K - $29.5K
|
12.1K
$519K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.25K- 15.84% |
$41.7K - $44.5K
|
6.64K
$285K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 35.71% |
$50.1K - $53.4K
|
2.7K
$116K
|