Purchases and Sales Made in Q1 2025 in First Tr Ex Tr Viii Ft Cboe Ve (QMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Ft Cboe Ve (QMAR) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII FT CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.83K- 2.18% |
$51K - $56.3K
|
82.1K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 4.81% |
$55.9K - $61.7K
|
39.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-2.99K- 8.94% |
$83.5K - $92.2K
|
30.4K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.09K- 5.93% |
$86.4K - $95.4K
|
49K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 8.66% |
$89.4K - $98.8K
|
33.8K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.57K- 18.22% |
$99.9K - $110K
|
16K
$507K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-3.63K- 15.56% |
$101K - $112K
|
19.7K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.8K- 4.43% |
$106K - $117K
|
82K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-4.2K- 20.08% |
$117K - $129K
|
16.7K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-4.34K- 20.27% |
$121K - $134K
|
17.1K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4.7K- 2.35% |
$131K - $145K
|
195K
$6.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.02K- 16.94% |
$140K - $155K
|
24.6K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.22K- 17.24% |
$146K - $161K
|
25.1K
$792K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-5.31K- 34.66% |
$148K - $164K
|
10K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.5K- 2.37% |
$154K - $170K
|
226K
$7.15M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-9.32K- 21.34% |
$261K - $288K
|
34.4K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-12.5K- 8.77% |
$349K - $385K
|
130K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.2K- 8.94% |
$453K - $501K
|
165K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-16.5K- 21.52% |
$461K - $509K
|
60.1K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16.5K- 29.37% |
$461K - $509K
|
39.7K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.9K- 14.25% |
$669K - $739K
|
144K
$4.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.4K- 10.88% |
$905K - $1M
|
265K
$8.38M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60.7KClosed |
$1.7M - $1.87M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-86.8K- 26.35% |
$2.43M - $2.68M
|
243K
$7.67M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-87K- 86.39% |
$2.43M - $2.69M
|
13.7K
$433K
|