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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$259K - $270K
|
6.04K
$302K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.91K+ 517.53% |
$242K - $255K
|
7.05K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
178New |
$7.3K - $7.69K
|
178
$8.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.2K+ 161.87% |
$2.06M - $2.17M
|
81.2K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.1K- 36.91% |
$825K - $869K
|
34.4K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-17.4K- 71.29% |
$713K - $751K
|
7K
$350K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-200- 2.08% |
$8.2K - $8.64K
|
9.4K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-142- 0.81% |
$5.82K - $6.14K
|
17.4K
$871K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.47K- 25.32% |
$183K - $193K
|
13.2K
$659K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$56.3K - $62.7K
|
1.51K
$75.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
723KNew |
$26.9M - $29.9M
|
723K
$36.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$688K - $765K
|
18.5K
$923K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 1.25% |
$7.45K - $8.29K
|
15.8K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
121KNew |
$4.51M - $5.02M
|
121K
$6.05M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-493- 8.54% |
$18.4K - $20.4K
|
5.28K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.31KNew |
$347K - $386K
|
9.31K
$465K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 3.83% |
$2.61K - $2.9K
|
1.76K
$88K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-935- 10.67% |
$34.8K - $38.7K
|
7.83K
$391K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-59- 0.39% |
$2.25K - $2.34K
|
15K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14New |
$535 - $556
|
14
$700
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.56KNew |
$327K - $340K
|
8.56K
$428K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
746KNew |
$28.5M - $29.6M
|
746K
$37.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-970- 6.17% |
$37.1K - $38.5K
|
14.8K
$737K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$124K - $133K
|
3.42K
$171K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.98KNew |
$289K - $311K
|
7.98K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
750+ 483.87% |
$27.2K - $29.2K
|
905
$45.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-754K- 98.92% |
$27.3M - $29.4M
|
8.22K
$411K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.33KNew |
$48.1K - $51.7K
|
1.33K
$66.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.46KNew |
$234K - $252K
|
6.46K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
28.8KNew |
$1.04M - $1.12M
|
28.8K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-1.67K- 19.16% |
$60.6K - $65.1K
|
7.05K
$352K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
233New |
$8.45K - $9.08K
|
233
$11.6K
|
|
| Q1 2023 | |||||||
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.5KNew |
$192K - $206K
|
5.5K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.58K- 41.44% |
$160K - $172K
|
6.48K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11K- 67.51% |
$384K - $412K
|
5.29K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15KNew |
$75.2K - $80.6K
|
2.15K
$108K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-119- 79.87% |
$4.16K - $4.46K
|
30
$1.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.26KNew |
$108K - $120K
|
3.26K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-8K- 8.55% |
$266K - $294K
|
85.6K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-84.2K- 62.86% |
$2.8M - $3.09M
|
49.8K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-290- 3.49% |
$9.63K - $10.6K
|
8.02K
$401K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.61KNew |
$120K - $132K
|
3.61K
$180K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18KNew |
$598K - $660K
|
18K
$900K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.71KNew |
$190K - $209K
|
5.71K
$285K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$26.6K - $29.9K
|
800
$40K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
500+ 3.05% |
$16.6K - $18.7K
|
16.9K
$845K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
28.4K+ 16.25% |
$943K - $1.06M
|
203K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.16K- 39.91% |
$138K - $156K
|
6.26K
$313K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
440+ 28.21% |
$14.6K - $16.4K
|
2K
$100K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
106KNew |
$3.55M - $4.05M
|
106K
$5.28M
|
|