Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
270KNew |
$12.5M - $13M
|
270K
$12.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
167KNew |
$7.69M - $8.01M
|
167K
$7.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
61K+ 157.15% |
$2.82M - $2.93M
|
99.8K
$4.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
35.9K+ 54.28% |
$1.66M - $1.73M
|
102K
$4.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
22.4KNew |
$1.04M - $1.08M
|
22.4K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16.7KNew |
$772K - $804K
|
16.7K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$544K - $567K
|
11.8K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.32K+ 57.36% |
$384K - $400K
|
22.8K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.28KNew |
$382K - $398K
|
8.28K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.7K+ 9.74% |
$355K - $370K
|
86.7K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.26KNew |
$335K - $349K
|
7.26K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.64KNew |
$261K - $271K
|
5.64K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.86KNew |
$225K - $234K
|
4.86K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.5KNew |
$208K - $216K
|
4.5K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$196K - $205K
|
4.25K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.98K+ 41.58% |
$184K - $191K
|
13.5K
$642K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.89K+ 24.18% |
$180K - $187K
|
20K
$947K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 0.74% |
$165K - $172K
|
488K
$23.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.19K+ 21.36% |
$147K - $153K
|
18.1K
$859K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3K+ 16.27% |
$139K - $144K
|
21.4K
$1.02M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.96KNew |
$137K - $143K
|
2.96K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 15.05% |
$94.9K - $98.8K
|
15.7K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.39K+ 14.03% |
$64K - $66.6K
|
11.3K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.31K+ 1.23% |
$60.3K - $62.8K
|
108K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
900New |
$41.6K - $43.3K
|
900
$42.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
857+ 13.69% |
$39.6K - $41.2K
|
7.12K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
822+ 35.37% |
$38K - $39.5K
|
3.15K
$149K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
644+ 7.62% |
$29.7K - $31K
|
9.1K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
559New |
$25.8K - $26.9K
|
559
$26.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
535New |
$24.7K - $25.7K
|
535
$25.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
488New |
$22.5K - $23.5K
|
488
$23.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
165+ 0.96% |
$7.62K - $7.93K
|
17.4K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
53+ 0.1% |
$2.45K - $2.55K
|
52.6K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31+ 0.37% |
$1.43K - $1.49K
|
8.37K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-13- 0.3% |
$600 - $625
|
4.39K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.14% |
$924 - $962
|
14.6K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 0.4% |
$2.77K - $2.89K
|
15.1K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-60- 0.65% |
$2.77K - $2.89K
|
9.23K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-106- 2.45% |
$4.9K - $5.1K
|
4.22K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-140- 0.8% |
$6.47K - $6.73K
|
17.4K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-179- 0.69% |
$8.27K - $8.61K
|
25.7K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 4.21% |
$9.24K - $9.62K
|
4.55K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-316- 6.84% |
$14.6K - $15.2K
|
4.3K
$204K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-508- 1.22% |
$23.5K - $24.4K
|
41.1K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-518- 3.28% |
$23.9K - $24.9K
|
15.3K
$723K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-572- 2.7% |
$26.4K - $27.5K
|
20.6K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-587- 4.36% |
$27.1K - $28.2K
|
12.9K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-593- 0.47% |
$27.4K - $28.5K
|
126K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-627- 20.71% |
$29K - $30.2K
|
2.4K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-680- 5.51% |
$31.4K - $32.7K
|
11.7K
$553K
|