Purchases and Sales Made in Q1 2024 in First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Viii Ft Cboe Ve (FAPR) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST EX TR FD VIII FT CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
193K+ 3120.33% |
$6.69M - $7.03M
|
199K
$8.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
173KNew |
$5.98M - $6.29M
|
173K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
128K+ 344.62% |
$4.44M - $4.67M
|
165K
$6.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
108KNew |
$3.75M - $3.94M
|
108K
$4.54M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
28.6K+ 29.24% |
$990K - $1.04M
|
126K
$5.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 38.06% |
$969K - $1.02M
|
101K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 28.77% |
$820K - $863K
|
106K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
13.1KNew |
$452K - $476K
|
13.1K
$547K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
11.4KNew |
$396K - $417K
|
11.4K
$479K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.98KNew |
$311K - $327K
|
8.98K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.34K+ 102.29% |
$289K - $304K
|
16.5K
$691K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.66KNew |
$265K - $279K
|
7.66K
$321K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.19KNew |
$214K - $225K
|
6.19K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.81KNew |
$201K - $212K
|
5.81K
$244K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05KNew |
$71.1K - $74.8K
|
2.05K
$86K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
738New |
$25.6K - $26.9K
|
738
$30.9K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
635+ 10.97% |
$22K - $23.1K
|
6.42K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
570+ 9.12% |
$19.7K - $20.8K
|
6.82K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
465+ 0.44% |
$16.1K - $16.9K
|
106K
$4.46M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
424New |
$14.7K - $15.5K
|
424
$17.8K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
325+ 2.13% |
$11.3K - $11.8K
|
15.6K
$652K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
303+ 0.9% |
$10.5K - $11K
|
33.9K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-110- 0.82% |
$3.81K - $4.01K
|
13.3K
$557K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122- 3.33% |
$4.22K - $4.45K
|
3.54K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-135- 1.21% |
$4.68K - $4.92K
|
11K
$460K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 1.25% |
$9.49K - $9.98K
|
21.7K
$908K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-280- 0.24% |
$9.7K - $10.2K
|
117K
$4.92M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-288- 0.87% |
$9.97K - $10.5K
|
32.9K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-333- 0.57% |
$11.5K - $12.1K
|
58.3K
$2.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-725- 1.73% |
$25.1K - $26.4K
|
41.1K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-771- 35.35% |
$26.7K - $28.1K
|
1.41K
$59.1K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-870- 8.65% |
$30.1K - $31.7K
|
9.19K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-900- 7.47% |
$31.2K - $32.8K
|
11.1K
$467K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1K- 6.49% |
$34.6K - $36.4K
|
14.4K
$603K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 3.57% |
$34.6K - $36.4K
|
27K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.24K- 5.25% |
$42.8K - $45K
|
22.3K
$934K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.26K- 11.84% |
$43.5K - $45.7K
|
9.34K
$391K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 0.4% |
$48.3K - $50.9K
|
344K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.49K- 1.3% |
$51.6K - $54.3K
|
113K
$4.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.59K- 16.4% |
$55.1K - $57.9K
|
8.11K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 6.0% |
$55.8K - $58.7K
|
25.3K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.66K- 14.36% |
$57.6K - $60.6K
|
9.92K
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.8K- 22.78% |
$62.3K - $65.6K
|
6.1K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.94K- 13.97% |
$67K - $70.5K
|
11.9K
$499K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.84K- 1.68% |
$98.4K - $104K
|
166K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 12.37% |
$104K - $109K
|
21.2K
$890K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3K- 27.22% |
$104K - $109K
|
8.02K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.2K- 12.07% |
$111K - $117K
|
23.3K
$977K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.11K- 4.49% |
$142K - $150K
|
87.3K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.27K- 3.91% |
$148K - $156K
|
105K
$4.4M
|