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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 177.51% |
$13.5K - $14.1K
|
938
$21.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 95.8% |
$226K - $237K
|
20.5K
$471K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.29KNew |
$51.6K - $54K
|
2.29K
$52.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$57.9K - $60.6K
|
2.57K
$59K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9.96KNew |
$224K - $235K
|
9.96K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
55.4KNew |
$1.25M - $1.31M
|
55.4K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.23KNew |
$208K - $218K
|
9.23K
$212K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.43K+ 21.27% |
$32.3K - $33.8K
|
8.18K
$188K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.69KNew |
$186K - $202K
|
8.69K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.1K- 58.5% |
$603K - $654K
|
19.9K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 7.84% |
$54.3K - $58.9K
|
34.9K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68New |
$1.46K - $1.58K
|
68
$1.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.97KNew |
$192K - $208K
|
8.97K
$206K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.25K- 22.85% |
$69.7K - $75.6K
|
11K
$252K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20.2KNew |
$397K - $446K
|
20.2K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.1KNew |
$453K - $510K
|
23.1K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.26K- 23.89% |
$123K - $138K
|
19.9K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
749New |
$14.7K - $16.6K
|
749
$17.2K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
340+ 2.44% |
$6.88K - $7.37K
|
14.3K
$328K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546New |
$11K - $11.8K
|
546
$12.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.2K- 9.99% |
$550K - $590K
|
245K
$5.63M
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.3KNew |
$335K - $350K
|
16.3K
$375K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.3KNew |
$26.7K - $27.8K
|
1.3K
$29.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
235New |
$4.82K - $5.03K
|
235
$5.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
420KNew |
$8.62M - $9M
|
420K
$9.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10.3KNew |
$211K - $220K
|
10.3K
$236K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
851+ 8.04% |
$17.5K - $18.2K
|
11.4K
$263K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82KNew |
$34.7K - $37.7K
|
1.82K
$41.8K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
456+ 30.4% |
$8.7K - $9.43K
|
1.96K
$44.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
475New |
$7.9K - $9.14K
|
475
$10.9K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
40.8KNew |
$726K - $821K
|
40.8K
$937K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-45.9KClosed |
$817K - $924K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
83.7KNew |
$1.49M - $1.69M
|
83.7K
$1.92M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-28.6KClosed |
$510K - $577K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
4.09K+ 34.12% |
$72.7K - $82.3K
|
16.1K
$369K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.02K- 74.41% |
$135K - $150K
|
2.42K
$55.5K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.05KClosed |
$135K - $151K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.16KClosed |
$137K - $153K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.85KClosed |
$139K - $145K
|
0
$0
|
|