Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
87.3KNew |
$2.06M - $2.24M
|
87.3K
$2.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37.1KNew |
$875K - $951K
|
37.1K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4K+ 33.79% |
$765K - $831K
|
128K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4KNew |
$340K - $369K
|
14.4K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.91K+ 27.57% |
$163K - $177K
|
32K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.94KNew |
$116K - $127K
|
4.94K
$147K
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.2K+ 2.92% |
$99.2K - $108K
|
148K
$4.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.91K+ 13.4% |
$92.1K - $100K
|
33K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
994+ 0.86% |
$23.4K - $25.5K
|
116K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
502+ 3.98% |
$11.8K - $12.9K
|
13.1K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
270+ 0.68% |
$6.37K - $6.92K
|
39.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
38New |
$896 - $974
|
38
$1.13K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-25- 0.15% |
$590 - $641
|
16.3K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-188- 0.81% |
$4.43K - $4.82K
|
22.9K
$684K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-369- 3.15% |
$8.7K - $9.46K
|
11.3K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-550- 1.47% |
$13K - $14.1K
|
36.8K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-600- 2.53% |
$14.2K - $15.4K
|
23.1K
$689K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-755- 6.89% |
$17.8K - $19.4K
|
10.2K
$304K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-790- 6.19% |
$18.6K - $20.2K
|
12K
$357K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-925- 1.06% |
$21.8K - $23.7K
|
86.3K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 1.17% |
$23.6K - $25.6K
|
84.3K
$2.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.23K- 6.53% |
$28.9K - $31.4K
|
17.5K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.75K- 1.1% |
$64.9K - $70.6K
|
247K
$7.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.9K- 7.78% |
$68.5K - $74.4K
|
34.4K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.12K- 9.76% |
$73.6K - $79.9K
|
28.8K
$859K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.25K- 33.9% |
$100K - $109K
|
8.29K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.4K- 12.47% |
$151K - $164K
|
44.9K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-10.5K- 4.47% |
$248K - $269K
|
225K
$6.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.9K- 3.74% |
$280K - $304K
|
305K
$9.08M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.4K- 21.5% |
$292K - $318K
|
45.3K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 32.63% |
$335K - $364K
|
29.4K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 28.27% |
$360K - $391K
|
38.7K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.7K- 75.25% |
$418K - $454K
|
5.83K
$174K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.7K- 25.5% |
$487K - $530K
|
60.4K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.9K- 14.63% |
$635K - $690K
|
157K
$4.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35.3KClosed |
$833K - $905K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36.3K- 85.12% |
$856K - $931K
|
6.35K
$189K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.1K- 38.05% |
$1.89M - $2.05M
|
130K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-93.8K- 51.79% |
$2.21M - $2.4M
|
87.3K
$2.6M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-124KClosed |
$2.92M - $3.17M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-151K- 93.31% |
$3.57M - $3.88M
|
10.9K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.2M- 74.13% |
$28.3M - $30.7M
|
418K
$12.5M
|