Latest Institutional Transactions on First Tr Ex Tr Viii Ft Cboe Ve (QMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Ft Cboe Ve (QMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.92K+ 33.83% |
$209K - $227K
|
31.3K
$946K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.4K- 29.53% |
$300K - $326K
|
27.1K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.08K- 2.18% |
$28.5K - $31K
|
48.4K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 10.51% |
$48.4K - $52.7K
|
15.6K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.6K+ 809.15% |
$121K - $132K
|
5.16K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 2.05% |
$47.4K - $51.6K
|
85.8K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.59K- 5.38% |
$94.6K - $103K
|
63.1K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.23K- 13.6% |
$58.7K - $63.9K
|
14.1K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13K- 22.91% |
$343K - $373K
|
43.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-18.6K- 7.74% |
$490K - $534K
|
222K
$6.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11KNew |
$55.5K - $60.4K
|
2.11K
$63.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.66K+ 92.77% |
$255K - $277K
|
20.1K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.1K- 44.65% |
$635K - $691K
|
29.8K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$340K - $370K
|
12.9K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.5K- 16.2% |
$1.3M - $1.42M
|
256K
$7.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.81K- 3.65% |
$47.7K - $51.9K
|
47.7K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$30.3K - $33K
|
1.15K
$34.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.16K- 0.29% |
$30.6K - $33.3K
|
399K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.33KNew |
$167K - $182K
|
6.33K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74- 0.39% |
$1.95K - $2.12K
|
18.7K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.53K- 16.67% |
$225K - $245K
|
42.6K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
350+ 0.9% |
$9.23K - $10K
|
39.1K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.3K- 16.08% |
$1.25M - $1.36M
|
247K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
7.44K+ 20.11% |
$196K - $214K
|
44.5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8KNew |
$211K - $230K
|
8K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1K- 11.19% |
$26.4K - $28.8K
|
7.96K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-40.8K- 39.74% |
$1.07M - $1.17M
|
61.8K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.4KNew |
$353K - $384K
|
13.4K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.31K+ 3.05% |
$60.9K - $66.2K
|
78K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.4K- 20.53% |
$1.09M - $1.19M
|
160K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36+ 5.62% |
$949 - $1.03K
|
677
$20.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.48K- 1.29% |
$65.5K - $71.3K
|
189K
$5.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.47K- 3.68% |
$38.9K - $42.3K
|
38.6K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 2.99% |
$46.9K - $51K
|
57.8K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
20.9KNew |
$551K - $599K
|
20.9K
$631K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
303+ 1.61% |
$7.99K - $8.69K
|
19.2K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.16K- 4.77% |
$30.5K - $33.2K
|
23.1K
$698K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17K- 46.96% |
$448K - $488K
|
19.2K
$580K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.13K- 39.87% |
$29.7K - $32.3K
|
1.7K
$51.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-150K- 83.89% |
$3.96M - $4.31M
|
28.8K
$871K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
487+ 2.95% |
$12.8K - $14K
|
17K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.4K- 8.4% |
$116K - $126K
|
48K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.78K- 6.71% |
$73.3K - $79.8K
|
38.7K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-495- 0.66% |
$13K - $14.2K
|
74.1K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.4K+ 2.42% |
$195K - $212K
|
313K
$9.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.76K+ 13.62% |
$46.4K - $50.5K
|
14.7K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.6K+ 3.49% |
$464K - $505K
|
523K
$15.8M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-35.1K- 20.27% |
$925K - $1.01M
|
138K
$4.17M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.74K- 4.76% |
$125K - $136K
|
94.9K
$2.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-213K- 89.82% |
$5.61M - $6.11M
|
24.1K
$729K
|