Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
124K+ 54.85% |
$3.22M - $3.85M
|
350K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
104KNew |
$2.69M - $3.21M
|
104K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 128.45% |
$2.63M - $3.14M
|
180K
$5.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.6K+ 366.85% |
$716K - $854K
|
35.1K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
16.1KNew |
$419K - $500K
|
16.1K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 2.37% |
$345K - $412K
|
573K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.3K+ 76.85% |
$293K - $350K
|
26K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8KNew |
$281K - $336K
|
10.8K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9.94K+ 57.23% |
$258K - $308K
|
27.3K
$863K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.78K+ 4.61% |
$254K - $303K
|
222K
$7.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.57KNew |
$222K - $266K
|
8.57K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.55KNew |
$144K - $172K
|
5.55K
$175K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.81K+ 10.43% |
$125K - $149K
|
50.9K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.6K+ 1.71% |
$93.3K - $111K
|
213K
$6.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.46K+ 39.06% |
$89.7K - $107K
|
12.3K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.68K+ 8.3% |
$69.5K - $83K
|
34.9K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.1K+ 10.46% |
$54.5K - $65.1K
|
22.2K
$701K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.53K+ 2.12% |
$39.7K - $47.4K
|
73.7K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.5K+ 14.14% |
$38.9K - $46.4K
|
12.1K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 4.74% |
$31.3K - $37.3K
|
26.7K
$842K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
940New |
$24.4K - $29.1K
|
940
$29.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
894+ 12.46% |
$23.2K - $27.7K
|
8.07K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
618New |
$16K - $19.2K
|
618
$19.5K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
596+ 1.87% |
$15.5K - $18.5K
|
32.4K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
570+ 4.16% |
$14.8K - $17.7K
|
14.3K
$451K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
230New |
$5.97K - $7.13K
|
230
$7.27K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200+ 25.0% |
$5.19K - $6.2K
|
1K
$31.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.0% |
$26 - $31
|
23.6K
$746K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-19- 0.24% |
$493 - $589
|
7.89K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.23% |
$493 - $589
|
8.19K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 0.08% |
$519 - $620
|
24.6K
$777K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-100- 0.46% |
$2.6K - $3.1K
|
21.7K
$686K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-198- 2.27% |
$5.14K - $6.14K
|
8.51K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-300- 0.89% |
$7.79K - $9.3K
|
33.5K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 27.43% |
$9.81K - $11.7K
|
1K
$31.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-485- 1.01% |
$12.6K - $15K
|
47.6K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-516- 10.09% |
$13.4K - $16K
|
4.6K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-795- 1.29% |
$20.6K - $24.6K
|
60.6K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-1.07K- 3.57% |
$27.8K - $33.2K
|
29K
$915K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 7.35% |
$30.6K - $36.5K
|
14.9K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.24K- 3.51% |
$32.3K - $38.6K
|
34.2K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.36K- 8.11% |
$35.2K - $42K
|
15.3K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.41K- 2.35% |
$36.6K - $43.7K
|
58.7K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.06K- 98.61% |
$53.5K - $63.8K
|
29
$916
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.14K- 1.65% |
$55.6K - $66.3K
|
128K
$4.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.16K- 4.1% |
$56K - $66.8K
|
50.5K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.83K- 83.16% |
$73.5K - $87.7K
|
573
$18.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.98K- 10.02% |
$103K - $123K
|
35.7K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-5.96K- 30.29% |
$155K - $185K
|
13.7K
$434K
|