Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (YMAR) 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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86.5K+ 91.89% |
$1.95M - $2.04M
|
181K
$4.3M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
928+ 10.48% |
$20.9K - $21.9K
|
9.79K
$233K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
67New |
$1.51K - $1.58K
|
67
$1.6K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6KNew |
$577K - $604K
|
25.6K
$611K
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.79K- 4.16% |
$108K - $113K
|
110K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11KNew |
$248K - $259K
|
11K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.51K+ 424.75% |
$56.5K - $59.1K
|
3.1K
$73.7K
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
51KNew |
$1.15M - $1.2M
|
51K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.7K+ 66.29% |
$2.22M - $2.33M
|
248K
$5.9M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
398New |
$8.97K - $9.38K
|
398
$9.48K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
670+ 5.76% |
$15.1K - $15.8K
|
12.3K
$293K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 12.41% |
$468K - $490K
|
188K
$4.49M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10K- 95.46% |
$226K - $237K
|
477
$11.4K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3KNew |
$412K - $432K
|
18.3K
$436K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5KNew |
$236K - $247K
|
10.5K
$250K
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
82.8KNew |
$1.87M - $1.95M
|
82.8K
$1.97M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.7KNew |
$308K - $323K
|
13.7K
$326K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.9K+ 1.33% |
$110K - $116K
|
372K
$8.87M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.77K- 17.71% |
$108K - $113K
|
22.2K
$528K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105- 0.69% |
$2.37K - $2.48K
|
15.2K
$361K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$264K - $276K
|
11.7K
$279K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.15KNew |
$25.8K - $27K
|
1.15K
$27.3K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-591- 2.34% |
$13.3K - $13.9K
|
24.7K
$587K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
195KNew |
$4.4M - $4.6M
|
195K
$4.65M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.1K+ 38.96% |
$1.17M - $1.23M
|
186K
$4.43M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.22K- 11.51% |
$27.5K - $28.8K
|
9.39K
$224K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 177.51% |
$13.5K - $14.1K
|
938
$22.3K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
18.3K+ 23.01% |
$412K - $431K
|
97.7K
$2.33M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 95.8% |
$226K - $237K
|
20.5K
$488K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.18K+ 23.16% |
$49.1K - $51.4K
|
11.6K
$276K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
137K+ 898.55% |
$3.08M - $3.22M
|
152K
$3.62M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.2K+ 15.31% |
$974K - $1.02M
|
325K
$7.75M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.29KNew |
$51.6K - $54K
|
2.29K
$54.5K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$57.9K - $60.6K
|
2.57K
$61.2K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.05K+ 32.43% |
$136K - $143K
|
24.7K
$588K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
164K+ 292.05% |
$3.69M - $3.86M
|
220K
$5.23M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.5K- 35.65% |
$755K - $790K
|
60.5K
$1.44M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13K+ 1676.22% |
$294K - $308K
|
13.8K
$329K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.5K+ 93.58% |
$192K - $200K
|
17.6K
$419K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.82K+ 31.2% |
$131K - $137K
|
24.5K
$583K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
55.4KNew |
$1.25M - $1.31M
|
55.4K
$1.32M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9.96KNew |
$224K - $235K
|
9.96K
$237K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.23KNew |
$208K - $218K
|
9.23K
$220K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.43K+ 21.27% |
$32.3K - $33.8K
|
8.18K
$195K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-706- 80.23% |
$15.1K - $16.4K
|
174
$4.14K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-227- 0.39% |
$4.86K - $5.28K
|
58.5K
$1.39M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.69KNew |
$186K - $202K
|
8.69K
$207K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$382K - $414K
|
17.8K
$424K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 7.84% |
$54.3K - $58.9K
|
34.9K
$830K
|