Purchases and Sales Made in Q4 2022 in First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (DMAY) during Q4 2022. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
192KNew |
$5.77M - $6.2M
|
192K
$7.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
89.2K+ 47.42% |
$2.68M - $2.88M
|
277K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
33.5KNew |
$1.01M - $1.08M
|
33.5K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
26.7KNew |
$802K - $861K
|
26.7K
$1.11M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19KNew |
$570K - $612K
|
19K
$786K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$444K - $477K
|
14.8K
$613K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
14.2KNew |
$427K - $458K
|
14.2K
$589K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.3KNew |
$399K - $429K
|
13.3K
$551K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.17KNew |
$275K - $295K
|
9.17K
$380K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.02KNew |
$241K - $258K
|
8.02K
$332K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.86K+ 12.63% |
$236K - $253K
|
70.1K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.01KNew |
$211K - $226K
|
7.01K
$291K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.78K+ 26.89% |
$204K - $219K
|
32K
$1.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.68K+ 8.98% |
$111K - $119K
|
44.7K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.73K+ 1.36% |
$52K - $55.9K
|
130K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61KNew |
$48.4K - $52K
|
1.61K
$66.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
654New |
$19.6K - $21.1K
|
654
$27.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
560+ 0.54% |
$16.8K - $18K
|
105K
$4.34M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.11% |
$600 - $645
|
17.5K
$725K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-180- 1.47% |
$5.4K - $5.8K
|
12.1K
$500K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.43K- 18.4% |
$43K - $46.2K
|
6.35K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 23.26% |
$60K - $64.5K
|
6.6K
$274K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.09K- 44.47% |
$92.8K - $99.6K
|
3.86K
$160K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.02K- 5.46% |
$121K - $130K
|
69.6K
$2.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.54K- 14.05% |
$136K - $146K
|
27.8K
$1.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.19K- 9.99% |
$156K - $167K
|
46.7K
$1.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.84K- 8.13% |
$205K - $220K
|
77.3K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.74K- 11.83% |
$232K - $249K
|
57.7K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.4K- 13.63% |
$343K - $368K
|
72.4K
$3M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 26.99% |
$411K - $442K
|
37.1K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-15.4K- 14.71% |
$462K - $496K
|
89.2K
$3.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.3K- 44.58% |
$758K - $814K
|
31.4K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-148K- 83.16% |
$4.44M - $4.77M
|
30K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.02M- 94.84% |
$30.6M - $32.8M
|
55.4K
$2.3M
|