Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79.1K+ 176.42% |
$1.88M - $1.94M
|
124K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.6K+ 294.29% |
$1.7M - $1.75M
|
96K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.5KNew |
$1.7M - $1.75M
|
71.5K
$2.13M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.2KNew |
$1.12M - $1.16M
|
47.2K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.2KNew |
$1.12M - $1.16M
|
47.2K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.3KNew |
$888K - $914K
|
37.3K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.8K+ 17.81% |
$757K - $779K
|
211K
$6.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
25.1KNew |
$596K - $613K
|
25.1K
$746K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 31.83% |
$466K - $479K
|
81.1K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7KNew |
$279K - $287K
|
11.7K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 27.79% |
$265K - $273K
|
51.3K
$1.53M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.1K+ 45.61% |
$263K - $271K
|
35.3K
$1.05M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.2KNew |
$244K - $251K
|
10.2K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.77K+ 50.42% |
$232K - $239K
|
29.1K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.4K+ 5.47% |
$224K - $230K
|
181K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.87K+ 20.98% |
$116K - $119K
|
28.1K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.68K+ 18.9% |
$87.5K - $90K
|
23.1K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
120+ 1.03% |
$2.85K - $2.94K
|
11.8K
$352K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 0.08% |
$785 - $808
|
42.7K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-20- 0.16% |
$476 - $490
|
12.8K
$380K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-26- 0.16% |
$619 - $636
|
16.3K
$486K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-250- 1.34% |
$5.95K - $6.12K
|
18.4K
$549K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-695- 3.57% |
$16.5K - $17K
|
18.8K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-940- 2.32% |
$22.4K - $23K
|
39.6K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.25K- 5.43% |
$29.7K - $30.6K
|
21.8K
$648K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.59K- 4.47% |
$37.8K - $38.9K
|
34K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.61K- 1.03% |
$62K - $63.8K
|
249K
$7.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.93K- 4.84% |
$69.7K - $71.7K
|
57.7K
$1.72M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.47K- 26.2% |
$106K - $109K
|
12.6K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.28K- 2.85% |
$221K - $227K
|
317K
$9.44M
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-9.41K- 6.14% |
$224K - $230K
|
144K
$4.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-12.1K- 4.89% |
$288K - $296K
|
235K
$7.01M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.2KClosed |
$410K - $422K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.3K- 48.61% |
$530K - $545K
|
23.6K
$702K
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-34.9K- 2.12% |
$831K - $855K
|
1.62M
$48.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.6K- 46.28% |
$893K - $919K
|
43.6K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-71.9K- 30.7% |
$1.71M - $1.76M
|
162K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-127K- 70.21% |
$3.03M - $3.12M
|
54K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-161K- 83.44% |
$3.83M - $3.94M
|
32K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-237K- 56.28% |
$5.63M - $5.79M
|
184K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-357K- 75.57% |
$8.48M - $8.73M
|
115K
$3.43M
|