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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-416- 4.12% |
$19K - $20.3K
|
9.68K
$484K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.4KNew |
$64.1K - $68.5K
|
1.4K
$70.1K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-633- 3.07% |
$28.9K - $30.9K
|
20K
$999K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.04K- 8.91% |
$47.4K - $50.8K
|
10.6K
$531K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8- 0.01% |
$365 - $391
|
63.8K
$3.19M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 1.55% |
$57.1K - $61.1K
|
79.6K
$3.98M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6+ 0.01% |
$274 - $293
|
108K
$5.37M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-35.1K- 17.65% |
$1.6M - $1.71M
|
164K
$8.18M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.3K- 30.3% |
$59.5K - $63.7K
|
3K
$150K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 43.16% |
$1.42M - $1.52M
|
103K
$5.15M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39K+ 38.24% |
$1.78M - $1.91M
|
141K
$7.05M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-30K- 30.07% |
$1.37M - $1.47M
|
69.8K
$3.49M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 0.02% |
$137 - $147
|
14.6K
$730K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.17K- 30.45% |
$98.9K - $106K
|
4.95K
$247K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.08% |
$183 - $195
|
4.9K
$245K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.93K- 2.73% |
$225K - $241K
|
175K
$8.76M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.49K- 0.91% |
$68.2K - $73K
|
162K
$8.11M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
444+ 79.43% |
$20.3K - $21.7K
|
1K
$50.1K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.3K- 61.53% |
$561K - $600K
|
7.68K
$384K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.63K+ 12.45% |
$303K - $324K
|
59.9K
$2.99M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
743+ 17.77% |
$33.9K - $36.3K
|
4.93K
$246K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-813- 33.33% |
$37.1K - $39.7K
|
1.63K
$81.3K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.98K- 19.54% |
$136K - $146K
|
12.3K
$614K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$485K - $519K
|
10.6K
$531K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-89- 1.8% |
$4.06K - $4.35K
|
4.85K
$242K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-12.6K- 9.92% |
$573K - $613K
|
114K
$5.7M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.98K- 9.96% |
$227K - $243K
|
45K
$2.25M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
35.5KNew |
$1.62M - $1.74M
|
35.5K
$1.78M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.67K+ 24.84% |
$259K - $277K
|
28.5K
$1.42M
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-9.17K- 20.2% |
$419K - $448K
|
36.2K
$1.81M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-945- 7.39% |
$43.1K - $46.2K
|
11.8K
$592K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
88+ 0.21% |
$4.02K - $4.3K
|
41.1K
$2.06M
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-11.1K- 59.78% |
$507K - $542K
|
7.47K
$373K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-625- 2.26% |
$28.5K - $30.5K
|
27.1K
$1.35M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.8K+ 29.24% |
$1.19M - $1.24M
|
114K
$5.7M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
214+ 1.3% |
$9.88K - $10.3K
|
16.7K
$836K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.25KNew |
$196K - $204K
|
4.25K
$212K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.96KNew |
$137K - $143K
|
2.96K
$148K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
535New |
$24.7K - $25.7K
|
535
$26.7K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.6K- 65.97% |
$488K - $508K
|
5.45K
$272K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-841- 9.32% |
$38.8K - $40.4K
|
8.18K
$409K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 4.21% |
$9.24K - $9.62K
|
4.55K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-140- 0.8% |
$6.47K - $6.73K
|
17.4K
$867K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$544K - $567K
|
11.8K
$589K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.26KNew |
$335K - $349K
|
7.26K
$363K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.58K- 46.0% |
$442K - $461K
|
11.2K
$562K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31+ 0.37% |
$1.43K - $1.49K
|
8.37K
$419K
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-5.81K- 56.74% |
$268K - $280K
|
4.43K
$222K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
900New |
$41.6K - $43.3K
|
900
$45K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.86K- 19.2% |
$178K - $186K
|
16.3K
$812K
|