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 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.58K- 41.44% |
$160K - $172K
|
6.48K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11K- 67.51% |
$384K - $412K
|
5.29K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15KNew |
$75.2K - $80.6K
|
2.15K
$113K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-119- 79.87% |
$4.16K - $4.46K
|
30
$1.57K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
7.99KNew |
$265K - $293K
|
7.99K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-8K- 8.55% |
$266K - $294K
|
85.6K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.26KNew |
$108K - $120K
|
3.26K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-84.2K- 62.86% |
$2.8M - $3.09M
|
49.8K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-290- 3.49% |
$9.63K - $10.6K
|
8.02K
$420K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.61KNew |
$120K - $132K
|
3.61K
$189K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18KNew |
$598K - $660K
|
18K
$943K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.71KNew |
$190K - $209K
|
5.71K
$299K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$26.6K - $29.9K
|
800
$41.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
500+ 3.05% |
$16.6K - $18.7K
|
16.9K
$885K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
28.4K+ 16.25% |
$943K - $1.06M
|
203K
$10.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
440+ 28.21% |
$14.6K - $16.4K
|
2K
$105K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
106KNew |
$3.55M - $4.05M
|
106K
$5.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200Closed |
$6.72K - $7.66K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.94KNew |
$199K - $227K
|
5.94K
$311K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
705New |
$23.7K - $27K
|
705
$36.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
143New |
$4.8K - $5.48K
|
143
$7.49K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 5.32% |
$840 - $957
|
495
$25.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-7KClosed |
$235K - $268K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.75KClosed |
$227K - $259K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150Closed |
$5.04K - $5.74K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.3KClosed |
$549K - $586K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.88KNew |
$212K - $226K
|
5.88K
$308K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2Closed |
$72 - $74.6
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.52KClosed |
$271K - $280K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19.2K- 40.81% |
$676K - $695K
|
27.8K
$1.46M
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
513KNew |
$18.1M - $18.6M
|
513K
$26.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-47.9KClosed |
$1.69M - $1.73M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-21.1KClosed |
$744K - $765K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-850Closed |
$30K - $30.8K
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$10.6K - $10.9K
|
300
$15.7K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-378KClosed |
$13M - $13.3M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-31.4KClosed |
$1.08M - $1.11M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-150Closed |
$4.9K - $5.18K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$16.3K - $17.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
9.6KNew |
$306K - $321K
|
9.6K
$503K
|
|