Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
431KNew |
$9.82M - $10.4M
|
431K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
303K+ 235.51% |
$6.91M - $7.31M
|
432K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.6KNew |
$424K - $448K
|
18.6K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.8KNew |
$291K - $308K
|
12.8K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 10.98% |
$36.7K - $38.8K
|
16.3K
$381K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.2KNew |
$27.3K - $28.9K
|
1.2K
$28K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.02K+ 8.68% |
$23.2K - $24.5K
|
12.7K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
520+ 2.1% |
$11.9K - $12.5K
|
25.2K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
466+ 1.86% |
$10.6K - $11.2K
|
25.6K
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
466+ 1.84% |
$10.6K - $11.2K
|
25.8K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
368+ 2.28% |
$8.39K - $8.87K
|
16.5K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
215+ 1.27% |
$4.9K - $5.18K
|
17.2K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
47+ 1.85% |
$1.07K - $1.13K
|
2.59K
$60.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24- 0.26% |
$547 - $578
|
9.14K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-148- 1.23% |
$3.37K - $3.57K
|
11.9K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-350- 1.48% |
$7.98K - $8.44K
|
23.3K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-447- 2.57% |
$10.2K - $10.8K
|
17K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 25.56% |
$11.4K - $12.1K
|
1.46K
$34K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-817- 8.7% |
$18.6K - $19.7K
|
8.58K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.17K- 6.32% |
$26.6K - $28.2K
|
17.3K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.79K- 2.34% |
$132K - $140K
|
242K
$5.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.33K- 3.02% |
$167K - $177K
|
235K
$5.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-67.6K- 25.51% |
$1.54M - $1.63M
|
197K
$4.61M
|