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 |
|---|---|---|---|---|---|---|---|
|
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 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
11.3KNew |
$487K - $524K
|
11.3K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$473K - $509K
|
10.9K
$547K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$469K - $505K
|
10.9K
$543K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.22K+ 30.86% |
$269K - $289K
|
26.4K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.18KNew |
$224K - $241K
|
5.18K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.34KNew |
$187K - $202K
|
4.34K
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.24K+ 27.35% |
$183K - $197K
|
19.7K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 54.54% |
$81.7K - $88K
|
5.36K
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.09K+ 16.1% |
$47.1K - $50.7K
|
7.86K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.09K+ 16.56% |
$47K - $50.6K
|
7.66K
$383K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
391+ 7.36% |
$16.9K - $18.2K
|
5.71K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
270+ 5.37% |
$11.7K - $12.6K
|
5.3K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$8.64K - $9.3K
|
200
$10K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
139KNew |
$5.97M - $6.22M
|
139K
$6.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
102KNew |
$4.36M - $4.55M
|
102K
$5.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85.6KNew |
$3.67M - $3.83M
|
85.6K
$4.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.6KNew |
$712K - $742K
|
16.6K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$507K - $529K
|
11.8K
$591K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.44KNew |
$362K - $378K
|
8.44K
$422K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$259K - $270K
|
6.04K
$302K
|
|
|
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
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2K+ 24.36% |
$85.9K - $89.5K
|
10.2K
$510K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$85.8K - $89.5K
|
2K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.59K+ 6.0% |
$68K - $70.9K
|
28K
$1.4M
|
|
|
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 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
305New |
$13.1K - $13.6K
|
305
$15.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.8K - $1.88K
|
42
$2.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.2K+ 161.87% |
$2.06M - $2.17M
|
81.2K
$4.06M
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
723KNew |
$26.9M - $29.9M
|
723K
$36.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
121KNew |
$4.51M - $5.02M
|
121K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$688K - $765K
|
18.5K
$923K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.31KNew |
$347K - $386K
|
9.31K
$465K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$56.3K - $62.7K
|
1.51K
$75.6K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
746KNew |
$28.5M - $29.6M
|
746K
$37.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.56KNew |
$327K - $340K
|
8.56K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14New |
$535 - $556
|
14
$700
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
28.8KNew |
$1.04M - $1.12M
|
28.8K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.98KNew |
$289K - $311K
|
7.98K
$399K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.46KNew |
$234K - $252K
|
6.46K
$323K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$124K - $133K
|
3.42K
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.33KNew |
$48.1K - $51.7K
|
1.33K
$66.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
750+ 483.87% |
$27.2K - $29.2K
|
905
$45.2K
|
|
|
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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15KNew |
$75.2K - $80.6K
|
2.15K
$108K
|
|