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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
115+ 2.4% |
$4.97K - $5.35K
|
4.91K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.25K- 8.55% |
$53.8K - $58K
|
13.3K
$622K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.24K+ 27.35% |
$183K - $197K
|
19.7K
$921K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.45KNew |
$408K - $439K
|
9.45K
$441K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
270+ 5.37% |
$11.7K - $12.6K
|
5.3K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.4% |
$86.4 - $93
|
498
$23.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.22K+ 30.86% |
$269K - $289K
|
26.4K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
11.3KNew |
$487K - $524K
|
11.3K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.4K+ 23.42% |
$1.66M - $1.79M
|
202K
$9.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.94K- 5.91% |
$343K - $369K
|
126K
$5.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.13K- 2.55% |
$48.8K - $52.6K
|
43.2K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.18KNew |
$224K - $241K
|
5.18K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-290- 81.92% |
$12.5K - $13.5K
|
64
$2.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-800- 2.81% |
$34.6K - $37.2K
|
27.7K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.09K+ 16.1% |
$47.1K - $50.7K
|
7.86K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-301- 1.0% |
$13K - $14K
|
29.7K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$8.64K - $9.3K
|
200
$9.33K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
391+ 7.36% |
$16.9K - $18.2K
|
5.71K
$266K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.5K- 36.34% |
$108K - $116K
|
4.37K
$204K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2K+ 24.36% |
$85.9K - $89.5K
|
10.2K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-247- 9.32% |
$10.6K - $11.1K
|
2.4K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.59K+ 6.0% |
$68K - $70.9K
|
28K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$507K - $529K
|
11.8K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.96K- 25.24% |
$84.3K - $87.9K
|
5.82K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-579- 2.36% |
$24.9K - $25.9K
|
23.9K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
139KNew |
$5.97M - $6.22M
|
139K
$6.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
18.6KNew |
$797K - $831K
|
18.6K
$867K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
305New |
$13.1K - $13.6K
|
305
$14.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85.6KNew |
$3.67M - $3.83M
|
85.6K
$3.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.6KNew |
$712K - $742K
|
16.6K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-912- 16.65% |
$39.1K - $40.8K
|
4.57K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.14KNew |
$49.1K - $51.2K
|
1.14K
$53.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
500New |
$21.5K - $22.4K
|
500
$23.3K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.44KNew |
$362K - $378K
|
8.44K
$394K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57KNew |
$196K - $204K
|
4.57K
$213K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.5KNew |
$193K - $201K
|
4.5K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$85.8K - $89.5K
|
2K
$93.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.8K - $1.88K
|
42
$1.96K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
102KNew |
$4.36M - $4.55M
|
102K
$4.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.48KNew |
$192K - $201K
|
4.48K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$259K - $270K
|
6.04K
$282K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.91K+ 517.53% |
$242K - $255K
|
7.05K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
178New |
$7.3K - $7.69K
|
178
$8.31K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.2K+ 161.87% |
$2.06M - $2.17M
|
81.2K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.1K- 36.91% |
$825K - $869K
|
34.4K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-17.4K- 71.29% |
$713K - $751K
|
7K
$327K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-200- 2.08% |
$8.2K - $8.64K
|
9.4K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-142- 0.81% |
$5.82K - $6.14K
|
17.4K
$813K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.47K- 25.32% |
$183K - $193K
|
13.2K
$616K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.2K+ 489.42% |
$1.98M - $2.21M
|
64.1K
$2.99M
|
|