Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1KNew |
$1.3M - $1.44M
|
38.1K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.45K+ 61.12% |
$323K - $357K
|
24.9K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.64KNew |
$193K - $213K
|
5.64K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.33KNew |
$182K - $201K
|
5.33K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.8K+ 3.63% |
$95.8K - $106K
|
79.9K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.47K+ 6.01% |
$84.6K - $93.2K
|
43.6K
$1.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.41K+ 30.25% |
$82.3K - $90.8K
|
10.4K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.22K+ 11.46% |
$75.9K - $83.7K
|
21.6K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$54.8K - $60.4K
|
1.6K
$69.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.42K+ 7.01% |
$48.7K - $53.7K
|
21.7K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
744+ 20.13% |
$25.5K - $28.1K
|
4.44K
$193K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
725+ 7.23% |
$24.8K - $27.4K
|
10.7K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
131+ 1.02% |
$4.49K - $4.95K
|
12.9K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
66+ 0.37% |
$2.26K - $2.49K
|
18K
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 0.31% |
$959 - $1.06K
|
8.91K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-94- 1.46% |
$3.22K - $3.55K
|
6.36K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-97- 11.47% |
$3.32K - $3.66K
|
749
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-115- 0.56% |
$3.94K - $4.34K
|
20.4K
$891K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-119- 1.21% |
$4.07K - $4.49K
|
9.71K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-120- 0.55% |
$4.11K - $4.53K
|
21.7K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-195- 8.46% |
$6.68K - $7.36K
|
2.11K
$92K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 1.14% |
$6.85K - $7.55K
|
17.3K
$755K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-244- 0.45% |
$8.35K - $9.21K
|
54.1K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 2.56% |
$10.3K - $11.3K
|
11.4K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-352- 3.02% |
$12.1K - $13.3K
|
11.3K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-432- 5.23% |
$14.8K - $16.3K
|
7.83K
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-435- 6.93% |
$14.9K - $16.4K
|
5.84K
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-491- 17.02% |
$16.8K - $18.5K
|
2.39K
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-500- 2.68% |
$17.1K - $18.9K
|
18.2K
$792K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-541- 4.01% |
$18.5K - $20.4K
|
12.9K
$564K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-600- 1.75% |
$20.5K - $22.7K
|
33.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-689- 5.29% |
$23.6K - $26K
|
12.3K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 1.03% |
$49.5K - $54.6K
|
138K
$6.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.55K- 18.64% |
$53.2K - $58.6K
|
6.78K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.59K- 1.45% |
$54.4K - $59.9K
|
108K
$4.71M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.83K- 1.77% |
$62.7K - $69.2K
|
102K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.86K- 8.28% |
$63.7K - $70.3K
|
20.6K
$899K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.16K- 5.52% |
$73.9K - $81.5K
|
36.9K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 3.24% |
$74.5K - $82.1K
|
65K
$2.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.19K- 1.99% |
$75K - $82.6K
|
108K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.98K- 9.52% |
$102K - $112K
|
28.3K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 16.62% |
$115K - $127K
|
16.8K
$733K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.4K- 13.85% |
$116K - $128K
|
21.2K
$922K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.14K- 41.42% |
$142K - $156K
|
5.85K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.03K- 34.63% |
$172K - $190K
|
9.49K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.37K- 2.18% |
$184K - $203K
|
241K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.61K- 11.6% |
$329K - $363K
|
73.3K
$3.19M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.6KClosed |
$363K - $400K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-13K- 14.01% |
$443K - $489K
|
79.5K
$3.47M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18K- 8.85% |
$617K - $681K
|
186K
$8.09M
|