Purchases and Sales Made in Q4 2023 in First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCH-TR FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
723KNew |
$26.9M - $29.9M
|
723K
$34.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
604K+ 745.72% |
$22.5M - $25M
|
685K
$32.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
121KNew |
$4.51M - $5.02M
|
121K
$5.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63K+ 5934.65% |
$2.35M - $2.61M
|
64.1K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.6K+ 3355.9% |
$1.25M - $1.39M
|
34.6K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.7KNew |
$921K - $1.02M
|
24.7K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$688K - $765K
|
18.5K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.1K+ 291.62% |
$673K - $749K
|
24.3K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.3K+ 75.5% |
$644K - $717K
|
40.2K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3K+ 125.54% |
$419K - $467K
|
20.2K
$954K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.31KNew |
$347K - $386K
|
9.31K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.72K+ 8.2% |
$287K - $320K
|
102K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.38KNew |
$200K - $223K
|
5.38K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.95KNew |
$184K - $205K
|
4.95K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.93KNew |
$184K - $204K
|
4.93K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.9K+ 18.26% |
$183K - $203K
|
31.7K
$1.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 0.88% |
$125K - $139K
|
385K
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.55K+ 9.13% |
$95.1K - $106K
|
30.5K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.35K+ 11.78% |
$87.4K - $97.3K
|
22.3K
$1.05M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$56.3K - $62.7K
|
1.51K
$71.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
619+ 1.0% |
$23.1K - $25.7K
|
62.7K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
562+ 36.56% |
$20.9K - $23.3K
|
2.1K
$98.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
504New |
$18.8K - $20.9K
|
504
$23.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
381+ 2.39% |
$14.2K - $15.8K
|
16.3K
$769K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 0.86% |
$9.65K - $10.7K
|
30.4K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 3.83% |
$2.61K - $2.9K
|
1.76K
$83K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-86- 0.8% |
$3.2K - $3.56K
|
10.6K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-92- 0.53% |
$3.43K - $3.81K
|
17.3K
$814K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-100- 0.33% |
$3.73K - $4.14K
|
29.9K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-114- 0.64% |
$4.25K - $4.72K
|
17.6K
$828K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-192- 1.12% |
$7.15K - $7.96K
|
17K
$802K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 1.25% |
$7.45K - $8.29K
|
15.8K
$746K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-253- 6.76% |
$9.42K - $10.5K
|
3.49K
$165K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-307- 1.49% |
$11.4K - $12.7K
|
20.3K
$956K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-372- 3.88% |
$13.9K - $15.4K
|
9.22K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-379- 2.05% |
$14.1K - $15.7K
|
18.1K
$855K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-425- 3.51% |
$15.8K - $17.6K
|
11.7K
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-470- 7.73% |
$17.5K - $19.5K
|
5.61K
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-493- 8.54% |
$18.4K - $20.4K
|
5.28K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-604- 4.29% |
$22.5K - $25K
|
13.5K
$635K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-935- 10.67% |
$34.8K - $38.7K
|
7.83K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-954- 0.83% |
$35.5K - $39.5K
|
114K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.25K- 45.22% |
$46.5K - $51.7K
|
1.51K
$71.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 1.8% |
$48.4K - $53.9K
|
70.8K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.41K- 10.62% |
$52.4K - $58.3K
|
11.9K
$559K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.45K- 11.72% |
$53.9K - $60K
|
10.9K
$514K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.91K- 13.21% |
$71.2K - $79.2K
|
12.6K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.05K- 17.38% |
$76.3K - $84.8K
|
9.73K
$459K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.98K- 20.04% |
$111K - $123K
|
11.9K
$560K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.29K- 19.39% |
$123K - $136K
|
13.7K
$645K
|