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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$56.3K - $62.7K
|
1.51K
$70.1K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
746KNew |
$28.5M - $29.6M
|
746K
$34.6M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.56KNew |
$327K - $340K
|
8.56K
$397K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14New |
$535 - $556
|
14
$649
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
28.8KNew |
$1.04M - $1.12M
|
28.8K
$1.33M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$431K - $464K
|
11.9K
$552K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.98KNew |
$289K - $311K
|
7.98K
$370K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.46KNew |
$234K - $252K
|
6.46K
$299K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$124K - $133K
|
3.42K
$159K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.33KNew |
$48.1K - $51.7K
|
1.33K
$61.6K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
750+ 483.87% |
$27.2K - $29.2K
|
905
$42K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
233New |
$8.45K - $9.08K
|
233
$10.8K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.42KNew |
$224K - $240K
|
6.42K
$298K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.5KNew |
$192K - $206K
|
5.5K
$255K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15KNew |
$75.2K - $80.6K
|
2.15K
$99.8K
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18KNew |
$598K - $660K
|
18K
$835K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.71KNew |
$190K - $209K
|
5.71K
$265K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.61KNew |
$120K - $132K
|
3.61K
$167K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.26KNew |
$108K - $120K
|
3.26K
$151K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
28.4K+ 16.25% |
$943K - $1.06M
|
203K
$9.42M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$26.6K - $29.9K
|
800
$37.1K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
500+ 3.05% |
$16.6K - $18.7K
|
16.9K
$784K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
461+ 0.49% |
$15.3K - $17.2K
|
94.7K
$4.39M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
440+ 28.21% |
$14.6K - $16.4K
|
2K
$92.8K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
106KNew |
$3.55M - $4.05M
|
106K
$4.9M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.94KNew |
$199K - $227K
|
5.94K
$276K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.44KNew |
$81.9K - $93.4K
|
2.44K
$113K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
705New |
$23.7K - $27K
|
705
$32.7K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
143New |
$4.8K - $5.48K
|
143
$6.63K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 5.32% |
$840 - $957
|
495
$23K
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.88KNew |
$212K - $226K
|
5.88K
$273K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
513KNew |
$18.1M - $18.6M
|
513K
$23.8M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$10.6K - $10.9K
|
300
$13.9K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
9.6KNew |
$306K - $321K
|
9.6K
$445K
|