Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39New |
$1.41K - $1.52K
|
39
$1.85K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1- 0.01% |
$36.3 - $39
|
18.5K
$878K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-14- 0.14% |
$508 - $546
|
9.88K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-68- 0.45% |
$2.47K - $2.65K
|
15K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-99- 3.6% |
$3.59K - $3.86K
|
2.65K
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-159- 1.12% |
$5.77K - $6.2K
|
14.1K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-572- 2.84% |
$20.7K - $22.3K
|
19.6K
$929K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-720- 6.98% |
$26.1K - $28.1K
|
9.59K
$455K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-896- 14.76% |
$32.5K - $34.9K
|
5.17K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.26K- 9.98% |
$45.7K - $49.1K
|
11.4K
$538K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.62K- 6.8% |
$58.7K - $63.1K
|
22.2K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-1.67K- 19.16% |
$60.6K - $65.1K
|
7.05K
$334K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.68K- 3.86% |
$97.1K - $104K
|
66.8K
$3.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.76K- 27.99% |
$100K - $107K
|
7.09K
$336K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.02K- 4.52% |
$110K - $118K
|
63.8K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-4.11K- 14.2% |
$149K - $160K
|
24.8K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.28K- 24.37% |
$155K - $167K
|
13.3K
$629K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5K- 30.14% |
$181K - $195K
|
11.6K
$549K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.65K- 35.22% |
$205K - $220K
|
10.4K
$492K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.88K- 40.68% |
$213K - $229K
|
8.57K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.74K- 39.18% |
$280K - $301K
|
12K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.34K- 30.95% |
$303K - $325K
|
18.6K
$883K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-11.7K- 28.95% |
$425K - $457K
|
28.8K
$1.36M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16K- 45.29% |
$579K - $622K
|
19.3K
$914K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-17.7K- 30.28% |
$640K - $688K
|
40.7K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.6K- 54.75% |
$745K - $801K
|
17K
$805K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.3K- 25.06% |
$808K - $868K
|
66.6K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.4K- 41.14% |
$886K - $952K
|
35K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42K- 27.49% |
$1.52M - $1.63M
|
111K
$5.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-44.8K- 82.44% |
$1.62M - $1.75M
|
9.54K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-107K- 45.54% |
$3.88M - $4.17M
|
128K
$6.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-308K- 79.73% |
$11.2M - $12M
|
78.3K
$3.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-490K- 71.56% |
$17.8M - $19.1M
|
195K
$9.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-754K- 98.92% |
$27.3M - $29.4M
|
8.22K
$390K
|