Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
12.1KNew |
$509K - $530K
|
12.1K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.21KNew |
$387K - $403K
|
9.21K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.15KNew |
$216K - $225K
|
5.15K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.39K+ 45.59% |
$184K - $192K
|
14K
$617K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.11K+ 38.05% |
$172K - $179K
|
14.9K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$61.2K - $63.7K
|
1.46K
$64.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
350+ 3.17% |
$14.7K - $15.3K
|
11.4K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.9K - $4.06K
|
93
$4.09K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.01% |
$42 - $43.7
|
10.6K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-48- 0.36% |
$2.01K - $2.1K
|
13.2K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-166- 0.83% |
$6.97K - $7.25K
|
19.8K
$873K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-400- 2.86% |
$16.8K - $17.5K
|
13.6K
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-404- 0.34% |
$17K - $17.7K
|
120K
$5.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-593- 5.67% |
$24.9K - $25.9K
|
9.87K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.03K- 0.55% |
$43.3K - $45.1K
|
186K
$8.18M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.07K- 13.85% |
$44.8K - $46.6K
|
6.64K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.08K- 6.2% |
$45.4K - $47.3K
|
16.4K
$720K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 17.36% |
$50.4K - $52.4K
|
5.71K
$251K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.02K- 27.95% |
$84.8K - $88.3K
|
5.21K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.05K- 17.76% |
$86K - $89.6K
|
9.49K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.98K- 25.51% |
$167K - $174K
|
11.6K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.08K- 20.96% |
$171K - $178K
|
15.4K
$676K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.38K- 99.95% |
$184K - $192K
|
2
$88
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.65K- 1.38% |
$195K - $203K
|
333K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.35K- 23.3% |
$308K - $321K
|
24.2K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-19.9K- 15.05% |
$835K - $869K
|
112K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-50.7K- 57.46% |
$2.13M - $2.21M
|
37.5K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-96.8K- 89.15% |
$4.06M - $4.23M
|
11.8K
$518K
|