Latest Institutional Purchases of First Tr Ex Tr Viii Cboe Vest (YMAR)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (YMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
129KNew |
$2.93M - $3.14M
|
129K
$3.03M
|
|
|
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
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.9K+ 33.33% |
$1.41M - $1.51M
|
248K
$5.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
20.4K+ 625.94% |
$464K - $496K
|
23.6K
$556K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7KNew |
$334K - $358K
|
14.7K
$346K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.72KNew |
$221K - $237K
|
9.72K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.5KNew |
$193K - $207K
|
8.5K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.54KNew |
$57.9K - $61.9K
|
2.54K
$59.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
657+ 2.69% |
$15K - $16K
|
25.1K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
500+ 4.32% |
$11.4K - $12.2K
|
12.1K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
450New |
$10.2K - $11K
|
450
$10.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
58+ 0.24% |
$1.32K - $1.41K
|
24.7K
$582K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.7K+ 66.29% |
$2.22M - $2.33M
|
248K
$5.83M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86.5K+ 91.89% |
$1.95M - $2.04M
|
181K
$4.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
55.4KNew |
$1.25M - $1.31M
|
55.4K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6KNew |
$577K - $604K
|
25.6K
$604K
|
|
|
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
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.7KNew |
$308K - $323K
|
13.7K
$322K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$264K - $276K
|
11.7K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11KNew |
$248K - $259K
|
11K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5KNew |
$236K - $247K
|
10.5K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 95.8% |
$226K - $237K
|
20.5K
$483K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9.96KNew |
$224K - $235K
|
9.96K
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.23KNew |
$208K - $218K
|
9.23K
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.05K+ 32.43% |
$136K - $143K
|
24.7K
$581K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$57.9K - $60.6K
|
2.57K
$60.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.51K+ 424.75% |
$56.5K - $59.1K
|
3.1K
$72.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.29KNew |
$51.6K - $54K
|
2.29K
$53.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.43K+ 21.27% |
$32.3K - $33.8K
|
8.18K
$193K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.15KNew |
$25.8K - $27K
|
1.15K
$27K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
928+ 10.48% |
$20.9K - $21.9K
|
9.79K
$230K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
706+ 405.75% |
$15.9K - $16.6K
|
880
$20.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
670+ 5.76% |
$15.1K - $15.8K
|
12.3K
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 177.51% |
$13.5K - $14.1K
|
938
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
398New |
$8.97K - $9.38K
|
398
$9.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
67New |
$1.51K - $1.58K
|
67
$1.58K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.2KNew |
$905K - $982K
|
42.2K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$382K - $414K
|
17.8K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.97KNew |
$192K - $208K
|
8.97K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.69KNew |
$186K - $202K
|
8.69K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 7.84% |
$54.3K - $58.9K
|
34.9K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68New |
$1.46K - $1.58K
|
68
$1.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.1KNew |
$453K - $510K
|
23.1K
$543K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20.2KNew |
$397K - $446K
|
20.2K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
749New |
$14.7K - $16.6K
|
749
$17.6K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546New |
$11K - $11.8K
|
546
$12.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
340+ 2.44% |
$6.88K - $7.37K
|
14.3K
$336K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
420KNew |
$8.62M - $9M
|
420K
$9.9M
|
|