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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 4.97% |
$317K - $345K
|
230K
$7.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-196- 8.01% |
$5.17K - $5.62K
|
2.25K
$70.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-11.6K- 33.36% |
$306K - $333K
|
23.2K
$725K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
220New |
$5.8K - $6.31K
|
220
$6.87K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.9KNew |
$480K - $530K
|
18.9K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5KNew |
$293K - $323K
|
11.5K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.52K+ 18.63% |
$38.6K - $42.6K
|
9.67K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
2.21K+ 7.47% |
$56.2K - $62K
|
31.8K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.14K- 15.21% |
$131K - $144K
|
28.7K
$895K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.1KNew |
$28K - $30.9K
|
1.1K
$34.4K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
14.8KNew |
$377K - $415K
|
14.8K
$463K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.7KNew |
$298K - $328K
|
11.7K
$366K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.82KNew |
$46.3K - $51.1K
|
1.82K
$56.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
108K+ 698.35% |
$2.74M - $3.02M
|
123K
$3.85M
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-8- 1.83% |
$204 - $213
|
429
$13.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.3K+ 31.29% |
$698K - $726K
|
115K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 49.4% |
$371K - $386K
|
43.9K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.71K+ 1022.4% |
$146K - $152K
|
6.26K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$1.23K - $1.28K
|
48
$1.5K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.09K- 25.82% |
$78.9K - $82.2K
|
8.88K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.18K- 7.22% |
$30K - $31.2K
|
15.1K
$472K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
380New |
$9.71K - $10.1K
|
380
$11.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.1KNew |
$283K - $295K
|
11.1K
$347K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
125New |
$3.19K - $3.32K
|
125
$3.91K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
188KNew |
$4.8M - $5M
|
188K
$5.87M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
38New |
$896 - $974
|
38
$1.19K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-600- 2.53% |
$14.2K - $15.4K
|
23.1K
$723K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.2KClosed |
$410K - $422K
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.2KNew |
$1.12M - $1.16M
|
47.2K
$1.48M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-250- 1.34% |
$5.95K - $6.12K
|
18.4K
$576K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
837New |
$18.3K - $20.1K
|
837
$26.1K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
20.6KNew |
$449K - $493K
|
20.6K
$643K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
392KNew |
$8.56M - $9.41M
|
392K
$12.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
338New |
$7.38K - $8.11K
|
338
$10.6K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.36KNew |
$183K - $201K
|
8.36K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
8.5KNew |
$185K - $204K
|
8.5K
$265K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8KNew |
$201K - $239K
|
10.8K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.65K+ 2.3% |
$30.8K - $36.6K
|
73.5K
$2.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.3KNew |
$24.3K - $28.9K
|
1.3K
$40.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
118K+ 449.93% |
$2.22M - $2.57M
|
145K
$4.52M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
856New |
$16.1K - $19.5K
|
856
$26.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.48KNew |
$46.4K - $56.5K
|
2.48K
$77.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86New |
$1.61K - $1.96K
|
86
$2.69K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
22.5KNew |
$461K - $516K
|
22.5K
$703K
|
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-27.9KClosed |
$571K - $640K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-100Closed |
$2.03K - $2.16K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-43.5K- 66.56% |
$869K - $881K
|
21.8K
$683K
|
|