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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-13- 0.3% |
$600 - $625
|
4.39K
$220K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.23K- 36.94% |
$195K - $203K
|
7.22K
$361K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 9.79% |
$88.4K - $92.1K
|
17.6K
$882K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$196K - $205K
|
4.25K
$213K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.63K- 16.06% |
$75.2K - $78.3K
|
8.51K
$425K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3K+ 16.27% |
$139K - $144K
|
21.4K
$1.07M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-60- 0.65% |
$2.77K - $2.89K
|
9.23K
$461K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.5KNew |
$208K - $216K
|
4.5K
$225K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-7.13K- 63.27% |
$329K - $343K
|
4.14K
$207K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
644+ 7.62% |
$29.7K - $31K
|
9.1K
$455K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$469K - $505K
|
10.9K
$543K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-29- 2.48% |
$1.25K - $1.35K
|
1.14K
$57.1K
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$473K - $509K
|
10.9K
$547K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.09K+ 16.56% |
$47K - $50.6K
|
7.66K
$383K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.34KNew |
$187K - $202K
|
4.34K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-535- 8.53% |
$23.1K - $24.9K
|
5.74K
$287K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 54.54% |
$81.7K - $88K
|
5.36K
$268K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.25K- 8.55% |
$53.8K - $58K
|
13.3K
$666K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.24K+ 27.35% |
$183K - $197K
|
19.7K
$987K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
270+ 5.37% |
$11.7K - $12.6K
|
5.3K
$265K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.4% |
$86.4 - $93
|
498
$24.9K
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.22K+ 30.86% |
$269K - $289K
|
26.4K
$1.32M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
11.3KNew |
$487K - $524K
|
11.3K
$563K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.4K+ 23.42% |
$1.66M - $1.79M
|
202K
$10.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.94K- 5.91% |
$343K - $369K
|
126K
$6.32M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.18KNew |
$224K - $241K
|
5.18K
$259K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-290- 81.92% |
$12.5K - $13.5K
|
64
$3.2K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.09K+ 16.1% |
$47.1K - $50.7K
|
7.86K
$393K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$8.64K - $9.3K
|
200
$10K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
391+ 7.36% |
$16.9K - $18.2K
|
5.71K
$285K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.5K- 36.34% |
$108K - $116K
|
4.37K
$218K
|
|
Q2 2024 | |||||||
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2K+ 24.36% |
$85.9K - $89.5K
|
10.2K
$510K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-247- 9.32% |
$10.6K - $11.1K
|
2.4K
$120K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.96K- 25.24% |
$84.3K - $87.9K
|
5.82K
$291K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$507K - $529K
|
11.8K
$591K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.59K+ 6.0% |
$68K - $70.9K
|
28K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85.6KNew |
$3.67M - $3.83M
|
85.6K
$4.28M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-579- 2.36% |
$24.9K - $25.9K
|
23.9K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
305New |
$13.1K - $13.6K
|
305
$15.2K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
139KNew |
$5.97M - $6.22M
|
139K
$6.95M
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-912- 16.65% |
$39.1K - $40.8K
|
4.57K
$228K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.6KNew |
$712K - $742K
|
16.6K
$829K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.14KNew |
$49.1K - $51.2K
|
1.14K
$57.2K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
500New |
$21.5K - $22.4K
|
500
$25K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.44KNew |
$362K - $378K
|
8.44K
$422K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57KNew |
$196K - $204K
|
4.57K
$228K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.5KNew |
$193K - $201K
|
4.5K
$225K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$85.8K - $89.5K
|
2K
$100K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.8K - $1.88K
|
42
$2.1K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
102KNew |
$4.36M - $4.55M
|
102K
$5.08M
|