Latest Institutional Transactions on First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information on the latest institutional transactions involving First Tr Exch Tr Fd Viii Cboe (FMAY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-587K- 85.66% |
$24.1M - $25.4M
|
98.3K
$4.41M
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16.1K- 64.93% |
$658K - $694K
|
8.67K
$390K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.39K- 22.99% |
$98K - $103K
|
8K
$359K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-19.3K- 60.83% |
$792K - $835K
|
12.4K
$558K
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-850- 1.88% |
$34.9K - $36.7K
|
44.3K
$1.99M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.47K- 25.32% |
$183K - $193K
|
13.2K
$592K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-813- 0.53% |
$33.3K - $35.1K
|
152K
$6.83M
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
354New |
$14.5K - $15.3K
|
354
$15.9K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 12.03% |
$58.5K - $61.6K
|
10.4K
$468K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8- 0.01% |
$328 - $346
|
159K
$7.13M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.06K- 5.07% |
$84.5K - $89.1K
|
38.6K
$1.73M
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
75.3K+ 19.56% |
$3.09M - $3.25M
|
460K
$20.7M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-625- 11.15% |
$25.6K - $27K
|
4.98K
$224K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-881- 9.56% |
$36.1K - $38.1K
|
8.34K
$374K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-150- 4.3% |
$6.15K - $6.48K
|
3.34K
$150K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-13.1K- 12.28% |
$535K - $564K
|
93.3K
$4.19M
|
|
Q4 2023 | |||||||
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
504New |
$18.8K - $20.9K
|
504
$22.6K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 0.86% |
$9.65K - $10.7K
|
30.4K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.38KNew |
$200K - $223K
|
5.38K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.53K- 24.41% |
$318K - $353K
|
26.4K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
723KNew |
$26.9M - $29.9M
|
723K
$32.5M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.25K- 45.22% |
$46.5K - $51.7K
|
1.51K
$67.9K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$688K - $765K
|
18.5K
$829K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63K+ 5934.65% |
$2.35M - $2.61M
|
64.1K
$2.88M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 1.25% |
$7.45K - $8.29K
|
15.8K
$710K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
121KNew |
$4.51M - $5.02M
|
121K
$5.44M
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 1.8% |
$48.4K - $53.9K
|
70.8K
$3.18M
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-493- 8.54% |
$18.4K - $20.4K
|
5.28K
$237K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.31KNew |
$347K - $386K
|
9.31K
$418K
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.45K- 11.72% |
$53.9K - $60K
|
10.9K
$490K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 3.83% |
$2.61K - $2.9K
|
1.76K
$79K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-935- 10.67% |
$34.8K - $38.7K
|
7.83K
$351K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-81.7K- 94.36% |
$3.04M - $3.39M
|
4.88K
$219K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.91K- 13.21% |
$71.2K - $79.2K
|
12.6K
$564K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-307- 1.49% |
$11.4K - $12.7K
|
20.3K
$910K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.44K- 12.75% |
$277K - $308K
|
50.9K
$2.29M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.6KNew |
$214K - $222K
|
5.6K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-59- 0.39% |
$2.25K - $2.34K
|
15K
$672K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14New |
$535 - $556
|
14
$629
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.56KNew |
$327K - $340K
|
8.56K
$384K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
746KNew |
$28.5M - $29.6M
|
746K
$33.5M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-871- 3.43% |
$33.3K - $34.6K
|
24.5K
$1.1M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-970- 6.17% |
$37.1K - $38.5K
|
14.8K
$662K
|
|
Q2 2023 | |||||||
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$469K - $504K
|
12.9K
$581K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$124K - $133K
|
3.42K
$154K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$374K - $402K
|
10.3K
$464K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.98KNew |
$289K - $311K
|
7.98K
$358K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
750+ 483.87% |
$27.2K - $29.2K
|
905
$40.6K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-99- 3.6% |
$3.59K - $3.86K
|
2.65K
$119K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39New |
$1.41K - $1.52K
|
39
$1.75K
|