Purchases and Sales Made in Q1 2024 in First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (YMAR) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
79.4KNew |
$1.7M - $1.85M
|
79.4K
$1.82M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.8K+ 139.27% |
$1.17M - $1.27M
|
94.1K
$2.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.3K+ 306.76% |
$905K - $982K
|
56K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.2KNew |
$905K - $982K
|
42.2K
$967K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.5K+ 22.4% |
$524K - $569K
|
134K
$3.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 24.96% |
$402K - $437K
|
94K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.3K+ 14.04% |
$393K - $426K
|
149K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$382K - $414K
|
17.8K
$408K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5KNew |
$225K - $244K
|
10.5K
$241K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5KNew |
$225K - $244K
|
10.5K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.25K+ 2.58% |
$198K - $215K
|
368K
$8.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.97KNew |
$192K - $208K
|
8.97K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.69KNew |
$186K - $202K
|
8.69K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.55K+ 57.02% |
$119K - $129K
|
15.3K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.68K+ 13.49% |
$100K - $109K
|
39.3K
$900K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.86K+ 34.02% |
$82.8K - $89.8K
|
15.2K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.74K+ 2.28% |
$80.1K - $87K
|
168K
$3.83M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.89K+ 12.94% |
$62K - $67.3K
|
25.2K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 7.84% |
$54.3K - $58.9K
|
34.9K
$797K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.17K+ 20.95% |
$25K - $27.2K
|
6.74K
$154K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
855+ 4.81% |
$18.3K - $19.9K
|
18.6K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
855+ 4.81% |
$18.3K - $19.9K
|
18.6K
$426K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
778New |
$16.7K - $18.1K
|
778
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
174New |
$3.73K - $4.05K
|
174
$3.98K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68New |
$1.46K - $1.58K
|
68
$1.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-150- 0.9% |
$3.21K - $3.49K
|
16.6K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-227- 0.39% |
$4.86K - $5.28K
|
58.5K
$1.34M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-706- 80.23% |
$15.1K - $16.4K
|
174
$3.98K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-706- 80.23% |
$15.1K - $16.4K
|
174
$3.98K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-804- 8.32% |
$17.2K - $18.7K
|
8.86K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-945- 9.42% |
$20.3K - $22K
|
9.08K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.83K- 16.29% |
$39.2K - $42.5K
|
9.4K
$215K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.88K- 15.21% |
$40.3K - $43.7K
|
10.5K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 18.32% |
$51K - $55.4K
|
10.6K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.5K- 88.09% |
$53.6K - $58.1K
|
338
$7.73K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.25K- 22.85% |
$69.7K - $75.6K
|
11K
$251K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.6K- 12.96% |
$77.1K - $83.7K
|
24.2K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.4K- 16.69% |
$116K - $126K
|
27K
$617K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.49K- 1.91% |
$118K - $128K
|
282K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.39K- 35.45% |
$137K - $148K
|
11.6K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.1K- 58.5% |
$603K - $654K
|
19.9K
$456K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-94.2K- 45.02% |
$2.02M - $2.19M
|
115K
$2.63M
|