Latest Institutional Purchases of First Tr Exch Tr Fd Viii Cboe (FMAY)
This list provides information on the latest institutional transactions involving First Tr Exch Tr Fd Viii Cboe (FMAY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
233KNew |
$9.57M - $10.1M
|
233K
$10.4M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 2273.7% |
$4.74M - $5M
|
121K
$5.39M
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
75.3K+ 19.56% |
$3.09M - $3.25M
|
460K
$20.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.2K+ 161.87% |
$2.06M - $2.17M
|
81.2K
$3.63M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.3K+ 65.42% |
$1.08M - $1.14M
|
66.5K
$2.97M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.5KNew |
$1.05M - $1.1M
|
25.5K
$1.14M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3K+ 46.71% |
$465K - $490K
|
35.6K
$1.59M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.03K+ 56.48% |
$247K - $260K
|
16.7K
$745K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.96K+ 5.85% |
$244K - $257K
|
108K
$4.81M
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.41KNew |
$222K - $234K
|
5.41K
$241K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.26K+ 202.95% |
$175K - $184K
|
6.36K
$284K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.2KNew |
$49.2K - $51.8K
|
1.2K
$53.5K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
938+ 13.29% |
$38.5K - $40.5K
|
8K
$357K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
805+ 3.62% |
$33K - $34.8K
|
23.1K
$1.03M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
610New |
$25K - $26.4K
|
610
$27.2K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
354New |
$14.5K - $15.3K
|
354
$15.8K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
178New |
$7.3K - $7.69K
|
178
$7.95K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
126+ 2.56% |
$5.17K - $5.45K
|
5.06K
$226K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.01% |
$41 - $43.2
|
18.1K
$810K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
723KNew |
$26.9M - $29.9M
|
723K
$32.3M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
121KNew |
$4.51M - $5.02M
|
121K
$5.41M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63K+ 5934.65% |
$2.35M - $2.61M
|
64.1K
$2.86M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$688K - $765K
|
18.5K
$824K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.31KNew |
$347K - $386K
|
9.31K
$416K
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.38KNew |
$200K - $223K
|
5.38K
$240K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
504New |
$18.8K - $20.9K
|
504
$22.5K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 0.86% |
$9.65K - $10.7K
|
30.4K
$1.36M
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
746KNew |
$28.5M - $29.6M
|
746K
$33.3M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.56KNew |
$327K - $340K
|
8.56K
$382K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.6KNew |
$214K - $222K
|
5.6K
$250K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14New |
$535 - $556
|
14
$625
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
28.8KNew |
$1.04M - $1.12M
|
28.8K
$1.28M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$469K - $504K
|
12.9K
$578K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$431K - $464K
|
11.9K
$531K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$374K - $402K
|
10.3K
$461K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.98KNew |
$289K - $311K
|
7.98K
$356K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.46KNew |
$234K - $252K
|
6.46K
$288K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
5.48KNew |
$199K - $214K
|
5.48K
$245K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$124K - $133K
|
3.42K
$153K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.33KNew |
$48.1K - $51.7K
|
1.33K
$59.3K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
750+ 483.87% |
$27.2K - $29.2K
|
905
$40.4K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
233New |
$8.45K - $9.08K
|
233
$10.4K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
110+ 15.07% |
$3.99K - $4.29K
|
840
$37.5K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39New |
$1.41K - $1.52K
|
39
$1.74K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.42KNew |
$224K - $240K
|
6.42K
$287K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.5KNew |
$192K - $206K
|
5.5K
$246K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15KNew |
$75.2K - $80.6K
|
2.15K
$96.1K
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18KNew |
$617K - $660K
|
18K
$804K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.71KNew |
$196K - $209K
|
5.71K
$255K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.61KNew |
$123K - $132K
|
3.61K
$161K
|