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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.5K+ 43.58% |
$106K - $125K
|
8.24K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.54K- 84.76% |
$108K - $127K
|
457
$23.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.4KNew |
$1.76M - $2.07M
|
41.4K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$496K - $585K
|
11.7K
$612K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-295- 0.7% |
$12.5K - $14.8K
|
42K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.92KNew |
$251K - $296K
|
5.92K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.49KNew |
$191K - $225K
|
4.49K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-571- 12.29% |
$24.2K - $28.6K
|
4.08K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.31K+ 44.57% |
$183K - $216K
|
14K
$733K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.5K+ 2.15% |
$63.7K - $75K
|
71.3K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.5KNew |
$318K - $375K
|
7.5K
$393K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9.69K+ 32.63% |
$411K - $485K
|
39.4K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.5K+ 30.84% |
$63.7K - $75K
|
6.36K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.1KNew |
$470K - $554K
|
11.1K
$579K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-28.8K- 17.35% |
$1.22M - $1.44M
|
137K
$7.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1.63K- 9.45% |
$69K - $81.4K
|
15.6K
$816K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.34K+ 41.48% |
$99.4K - $117K
|
7.99K
$418K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.86KNew |
$418K - $493K
|
9.86K
$516K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$762K - $898K
|
17.9K
$940K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-883- 37.3% |
$37.5K - $44.2K
|
1.48K
$77.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.75KNew |
$117K - $138K
|
2.75K
$144K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
264New |
$12.1K - $12.9K
|
264
$13.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 3.64% |
$9.13K - $9.77K
|
5.3K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.16K+ 48.35% |
$53K - $56.7K
|
3.56K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
337New |
$15.4K - $16.5K
|
337
$17.6K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.04K- 8.91% |
$47.4K - $50.8K
|
10.6K
$556K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.4KNew |
$64.1K - $68.5K
|
1.4K
$73.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.08% |
$183 - $195
|
4.9K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
444+ 79.43% |
$20.3K - $21.7K
|
1K
$52.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-813- 33.33% |
$37.1K - $39.7K
|
1.63K
$85.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-89- 1.8% |
$4.06K - $4.35K
|
4.85K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-11.1K- 59.78% |
$507K - $542K
|
7.47K
$391K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
535New |
$24.7K - $25.7K
|
535
$28K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.6K- 65.97% |
$488K - $508K
|
5.45K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$544K - $567K
|
11.8K
$617K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-5.81K- 56.74% |
$268K - $280K
|
4.43K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.86K- 19.2% |
$178K - $186K
|
16.3K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-13- 0.3% |
$600 - $625
|
4.39K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.23K- 36.94% |
$195K - $203K
|
7.22K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.63K- 16.06% |
$75.2K - $78.3K
|
8.51K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.5KNew |
$208K - $216K
|
4.5K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-7.13K- 63.27% |
$329K - $343K
|
4.14K
$217K
|
|
| Q3 2024 | |||||||
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.39KNew |
$190K - $204K
|
4.39K
$230K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$469K - $505K
|
10.9K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.34KNew |
$187K - $202K
|
4.34K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.25K- 8.55% |
$53.8K - $58K
|
13.3K
$697K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.4% |
$86.4 - $93
|
498
$26.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.22K+ 30.86% |
$269K - $289K
|
26.4K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
11.3KNew |
$487K - $524K
|
11.3K
$590K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.4K+ 23.42% |
$1.66M - $1.79M
|
202K
$10.6M
|
|