Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-670- 43.42% |
$24.7K - $26.2K
|
873
$35.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23.3KNew |
$858K - $911K
|
23.3K
$956K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
19.2K+ 25.55% |
$707K - $751K
|
94.4K
$3.87M
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.26KNew |
$195K - $203K
|
5.26K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$18.6K - $19.2K
|
500
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
29.3K+ 18755.77% |
$1.09M - $1.13M
|
29.4K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
341+ 2.74% |
$12.7K - $13.1K
|
12.8K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.8KNew |
$364K - $377K
|
9.8K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 58.82% |
$3.71K - $3.85K
|
70
$2.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1K- 9.09% |
$37.1K - $38.5K
|
10K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.48KNew |
$241K - $249K
|
6.48K
$266K
|
|
| Q3 2024 | |||||||
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-34.3K- 80.87% |
$1.2M - $1.28M
|
8.1K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28- 16.18% |
$981 - $1.05K
|
145
$5.94K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-443- 6.76% |
$15.5K - $16.5K
|
6.11K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.95K- 23.67% |
$68.3K - $72.8K
|
6.29K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-75.5K- 69.58% |
$2.65M - $2.82M
|
33K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.2K- 3.9% |
$147K - $157K
|
104K
$4.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110KNew |
$3.84M - $4.09M
|
110K
$4.49M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$557K - $592K
|
16.4K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$188K - $200K
|
5.56K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.26KNew |
$212K - $225K
|
6.26K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$847 - $901
|
25
$1.02K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.9KNew |
$573K - $609K
|
16.9K
$693K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.4KNew |
$860K - $915K
|
25.4K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.56KNew |
$52.8K - $56.2K
|
1.56K
$63.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72KNew |
$58.3K - $62K
|
1.72K
$70.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5.69K- 37.24% |
$193K - $205K
|
9.59K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-218K- 26.71% |
$7.37M - $7.84M
|
597K
$24.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.27K- 26.64% |
$212K - $226K
|
17.3K
$707K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.5K+ 9.33% |
$118K - $122K
|
41K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.85KClosed |
$130K - $134K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.22K+ 21.6% |
$109K - $112K
|
18.1K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.5K+ 92.28% |
$1.4M - $1.45M
|
86.5K
$3.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.23K+ 62.87% |
$244K - $252K
|
18.7K
$768K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.1KNew |
$410K - $424K
|
12.1K
$498K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$10.1K - $10.5K
|
300
$12.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$34.1K - $35.2K
|
1.01K
$41.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
288New |
$9.73K - $10.1K
|
288
$11.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.21K- 23.89% |
$142K - $147K
|
13.4K
$550K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
608New |
$19.2K - $20.6K
|
608
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$2.21K - $2.37K
|
70
$2.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
42.2KNew |
$1.33M - $1.43M
|
42.2K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-70- 0.78% |
$2.21K - $2.37K
|
8.9K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6.45K- 38.76% |
$203K - $218K
|
10.2K
$418K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.61K+ 22.41% |
$177K - $190K
|
30.6K
$1.26M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.18K- 4.86% |
$198K - $202K
|
121K
$4.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$320 - $327
|
7
$287
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 2.26% |
$68.8K - $70.2K
|
92.7K
$3.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17New |
$545 - $556
|
17
$697
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-298- 3.13% |
$9.55K - $9.74K
|
9.21K
$378K
|
|