Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 10.46% |
$593K - $611K
|
178K
$7.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 60.7% |
$545K - $562K
|
41.1K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7KNew |
$410K - $422K
|
11.7K
$501K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$372K - $384K
|
10.6K
$455K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.59KNew |
$266K - $275K
|
7.59K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.99K+ 5.78% |
$210K - $217K
|
110K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.26K+ 5.42% |
$149K - $154K
|
82.9K
$3.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.66KNew |
$58.1K - $59.9K
|
1.66K
$71K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
840+ 6.79% |
$29.5K - $30.4K
|
13.2K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
600+ 6.23% |
$21.1K - $21.7K
|
10.2K
$439K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44+ 0.22% |
$1.54K - $1.59K
|
20.2K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.33% |
$702 - $723
|
5.97K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-60- 0.34% |
$2.11K - $2.17K
|
17.5K
$753K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-72- 1.04% |
$2.53K - $2.6K
|
6.88K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-147- 1.62% |
$5.16K - $5.32K
|
8.94K
$384K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-150- 1.05% |
$5.26K - $5.43K
|
14.2K
$608K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-163- 2.46% |
$5.72K - $5.9K
|
6.46K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-300- 4.52% |
$10.5K - $10.9K
|
6.34K
$272K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-308- 0.28% |
$10.8K - $11.1K
|
110K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-308- 2.99% |
$10.8K - $11.1K
|
9.98K
$429K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-349- 1.91% |
$12.2K - $12.6K
|
18K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-375- 3.1% |
$13.2K - $13.6K
|
11.7K
$503K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-375- 0.56% |
$13.2K - $13.6K
|
67.2K
$2.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-756- 3.76% |
$26.5K - $27.3K
|
19.3K
$830K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-797- 8.8% |
$28K - $28.8K
|
8.26K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-990- 13.62% |
$34.7K - $35.8K
|
6.28K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 7.94% |
$39.4K - $40.6K
|
13K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.13K- 9.89% |
$39.5K - $40.7K
|
10.3K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 9.69% |
$50.7K - $52.3K
|
13.5K
$579K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.08K- 17.18% |
$73K - $75.2K
|
10K
$430K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.72K- 4.76% |
$95.4K - $98.3K
|
54.4K
$2.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.1K- 78.53% |
$109K - $112K
|
846
$36.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.16K- 1.27% |
$111K - $114K
|
246K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.27K- 7.72% |
$115K - $118K
|
39.1K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.91K- 21.2% |
$137K - $141K
|
14.5K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.97K- 32.63% |
$174K - $180K
|
10.3K
$440K
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.31K- 6.59% |
$256K - $264K
|
104K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.55K- 11.03% |
$335K - $346K
|
77.1K
$3.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-9.63K- 9.43% |
$338K - $348K
|
92.5K
$3.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.4K- 48.21% |
$505K - $520K
|
15.5K
$663K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.5K- 20.28% |
$1.25M - $1.29M
|
140K
$6M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39.6K- 16.29% |
$1.39M - $1.43M
|
204K
$8.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.4K- 69.76% |
$1.77M - $1.82M
|
21.9K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74.5K- 76.81% |
$2.61M - $2.69M
|
22.5K
$965K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-166K- 92.86% |
$5.84M - $6.02M
|
12.8K
$549K
|