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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
657+ 2.66% |
$15K - $16K
|
25.3K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-447- 2.95% |
$10.2K - $10.9K
|
14.7K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.06K- 2.08% |
$24.2K - $25.9K
|
50K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
20.4K+ 625.94% |
$464K - $496K
|
23.6K
$556K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-990- 4.46% |
$22.5K - $24.1K
|
21.2K
$499K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
450New |
$10.2K - $11K
|
450
$10.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136K- 89.38% |
$3.09M - $3.31M
|
16.1K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
69.8K+ 35.8% |
$1.59M - $1.7M
|
265K
$6.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7KNew |
$334K - $358K
|
14.7K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
657+ 2.69% |
$15K - $16K
|
25.1K
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
58+ 0.24% |
$1.32K - $1.41K
|
24.7K
$582K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
129KNew |
$2.93M - $3.14M
|
129K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.54KNew |
$57.9K - $61.9K
|
2.54K
$59.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.41K- 1.36% |
$100K - $107K
|
321K
$7.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-6.49K- 7.84% |
$148K - $158K
|
76.3K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
500+ 4.32% |
$11.4K - $12.2K
|
12.1K
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-16.7K- 17.05% |
$379K - $406K
|
81K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.62K- 7.64% |
$105K - $113K
|
55.9K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.9K+ 33.33% |
$1.41M - $1.51M
|
248K
$5.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.06K- 2.76% |
$138K - $148K
|
214K
$5.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.5KNew |
$193K - $207K
|
8.5K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-600- 3.41% |
$13.7K - $14.6K
|
17K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.1K- 2.99% |
$254K - $272K
|
361K
$8.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.72KNew |
$221K - $237K
|
9.72K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-427- 3.09% |
$9.72K - $10.4K
|
13.4K
$315K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
706+ 405.75% |
$15.9K - $16.6K
|
880
$20.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86.5K+ 91.89% |
$1.95M - $2.04M
|
181K
$4.25M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
928+ 10.48% |
$20.9K - $21.9K
|
9.79K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
67New |
$1.51K - $1.58K
|
67
$1.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.51K+ 424.75% |
$56.5K - $59.1K
|
3.1K
$72.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11KNew |
$248K - $259K
|
11K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.79K- 4.16% |
$108K - $113K
|
110K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6KNew |
$577K - $604K
|
25.6K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
398New |
$8.97K - $9.38K
|
398
$9.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
670+ 5.76% |
$15.1K - $15.8K
|
12.3K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.7K+ 66.29% |
$2.22M - $2.33M
|
248K
$5.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10K- 95.46% |
$226K - $237K
|
477
$11.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 12.41% |
$468K - $490K
|
188K
$4.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3KNew |
$412K - $432K
|
18.3K
$431K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5KNew |
$236K - $247K
|
10.5K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.7KNew |
$308K - $323K
|
13.7K
$322K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.15KNew |
$25.8K - $27K
|
1.15K
$27K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$264K - $276K
|
11.7K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 177.51% |
$13.5K - $14.1K
|
938
$22.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.22K- 11.51% |
$27.5K - $28.8K
|
9.39K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 95.8% |
$226K - $237K
|
20.5K
$483K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.29KNew |
$51.6K - $54K
|
2.29K
$53.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$57.9K - $60.6K
|
2.57K
$60.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9.96KNew |
$224K - $235K
|
9.96K
$235K
|
|