Purchases and Sales Made in Q1 2024 in First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCH-TR FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.47K- 25.32% |
$183K - $193K
|
13.2K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.93K- 24.35% |
$202K - $213K
|
15.3K
$725K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.23K- 30.26% |
$214K - $226K
|
12K
$571K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.32K- 12.86% |
$259K - $273K
|
42.8K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.42K- 46.91% |
$263K - $277K
|
7.27K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.53K- 5.72% |
$268K - $282K
|
108K
$5.1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.63K- 13.02% |
$272K - $287K
|
44.3K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.37K- 24.15% |
$302K - $319K
|
23.2K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8.85K- 52.0% |
$363K - $382K
|
8.17K
$387K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-13.1K- 12.28% |
$535K - $564K
|
93.3K
$4.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16.1K- 64.93% |
$658K - $694K
|
8.67K
$411K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.6K- 27.34% |
$681K - $718K
|
44.2K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-17.4K- 71.29% |
$713K - $751K
|
7K
$332K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-19.3K- 60.83% |
$792K - $835K
|
12.4K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.1K- 36.91% |
$825K - $869K
|
34.4K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.5K- 79.61% |
$1.13M - $1.19M
|
7.05K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.6K- 91.89% |
$2.36M - $2.49M
|
5.08K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.5K- 43.61% |
$3.01M - $3.18M
|
95K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-114K- 68.45% |
$4.68M - $4.94M
|
52.6K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-135K- 96.48% |
$5.54M - $5.84M
|
4.94K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-276K- 31.56% |
$11.3M - $11.9M
|
598K
$28.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-587K- 85.66% |
$24.1M - $25.4M
|
98.3K
$4.66M
|