Purchases and Sales Made in Q3 2024 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 2024. 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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
47.2K+ 185.22% |
$1.85M - $1.99M
|
72.7K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.3K+ 8.26% |
$1.42M - $1.54M
|
476K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.7K+ 23.97% |
$1.32M - $1.43M
|
174K
$7.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.6KNew |
$1.24M - $1.33M
|
31.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.7K+ 7.32% |
$811K - $875K
|
304K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 3.6% |
$459K - $495K
|
337K
$14.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.32KNew |
$365K - $394K
|
9.32K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
8.74KNew |
$342K - $369K
|
8.74K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.71KNew |
$302K - $326K
|
7.71K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
6K+ 3.31% |
$235K - $254K
|
187K
$8.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.7K+ 27.57% |
$223K - $241K
|
26.4K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5.49K+ 5.33% |
$215K - $232K
|
109K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.01K+ 10.27% |
$196K - $212K
|
53.7K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.89KNew |
$192K - $207K
|
4.89K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.64K+ 7.69% |
$182K - $196K
|
65K
$2.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.55K+ 26.98% |
$178K - $192K
|
21.4K
$933K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.78K+ 23.31% |
$148K - $160K
|
20K
$872K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.49K+ 46.31% |
$137K - $148K
|
11K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.45K+ 10.8% |
$95.8K - $103K
|
25.1K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.2K+ 7.77% |
$86.1K - $92.8K
|
30.5K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 54.43% |
$79.7K - $85.9K
|
5.77K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.92K+ 21.62% |
$75.1K - $81.1K
|
10.8K
$470K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.73KNew |
$67.7K - $73K
|
1.73K
$75.3K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.35K+ 21.28% |
$53K - $57.1K
|
7.7K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32KNew |
$51.7K - $55.8K
|
1.32K
$57.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.21K+ 14.3% |
$47.2K - $50.9K
|
9.63K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.13K+ 8.81% |
$44.4K - $47.8K
|
14K
$609K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03K+ 10.5% |
$40.2K - $43.4K
|
10.8K
$471K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
855+ 223.24% |
$33.5K - $36.1K
|
1.24K
$54K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
740+ 5.88% |
$29K - $31.3K
|
13.3K
$580K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
678+ 3.9% |
$26.6K - $28.7K
|
18.1K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
637New |
$25K - $26.9K
|
637
$27.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
597+ 1.34% |
$23.4K - $25.2K
|
45.1K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
433+ 1.94% |
$17K - $18.3K
|
22.7K
$990K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
287+ 5.29% |
$11.2K - $12.1K
|
5.71K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
254+ 1.29% |
$9.95K - $10.7K
|
20K
$870K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
178+ 0.14% |
$6.97K - $7.52K
|
132K
$5.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
146+ 0.94% |
$5.72K - $6.17K
|
15.6K
$680K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
112+ 1.96% |
$4.39K - $4.73K
|
5.82K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
54+ 0.1% |
$2.12K - $2.28K
|
54.3K
$2.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12+ 0.07% |
$470 - $507
|
17.5K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9+ 0.38% |
$353 - $380
|
2.36K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 16.67% |
$196 - $211
|
25
$1.09K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-13- 0.19% |
$509 - $549
|
6.85K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-48- 0.25% |
$1.88K - $2.03K
|
19.4K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-89- 1.61% |
$3.49K - $3.76K
|
5.42K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-90- 1.03% |
$3.53K - $3.8K
|
8.69K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-200- 0.68% |
$7.84K - $8.45K
|
29K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-240- 1.62% |
$9.4K - $10.1K
|
14.6K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-300- 1.46% |
$11.8K - $12.7K
|
20.2K
$880K
|