Purchases and Sales Made in Q4 2024 in First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (DMAR) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
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
|
- |
93.3KNew |
$3.46M - $3.59M
|
93.3K
$3.63M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
75.2KNew |
$2.79M - $2.89M
|
75.2K
$2.93M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46.7KNew |
$1.74M - $1.8M
|
46.7K
$1.82M
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
29.3K+ 18755.77% |
$1.09M - $1.13M
|
29.4K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2K+ 147.58% |
$1.01M - $1.05M
|
45.7K
$1.78M
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
15.5KNew |
$575K - $596K
|
15.5K
$603K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.8KNew |
$364K - $377K
|
9.8K
$381K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.83K+ 90.51% |
$291K - $301K
|
16.5K
$641K
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.48KNew |
$241K - $249K
|
6.48K
$252K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.26KNew |
$195K - $203K
|
5.26K
$205K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.51K+ 1.75% |
$131K - $135K
|
205K
$7.97M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.83K+ 14.4% |
$105K - $109K
|
22.5K
$875K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
510+ 3.18% |
$18.9K - $19.6K
|
16.6K
$644K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$18.6K - $19.2K
|
500
$19.5K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
359+ 4.29% |
$13.3K - $13.8K
|
8.72K
$339K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
341+ 2.74% |
$12.7K - $13.1K
|
12.8K
$498K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
307+ 0.65% |
$11.4K - $11.8K
|
47.4K
$1.85M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
285+ 3.46% |
$10.6K - $11K
|
8.53K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30+ 2.57% |
$1.11K - $1.15K
|
1.2K
$46.7K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-14- 0.07% |
$520 - $539
|
19.1K
$745K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50- 2.0% |
$1.86K - $1.92K
|
2.45K
$95.3K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-59- 1.03% |
$2.19K - $2.27K
|
5.69K
$221K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-80- 0.53% |
$2.97K - $3.08K
|
14.9K
$581K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.9% |
$3.71K - $3.85K
|
11K
$429K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 58.82% |
$3.71K - $3.85K
|
70
$2.72K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-137- 2.13% |
$5.09K - $5.27K
|
6.28K
$244K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 1.39% |
$5.57K - $5.77K
|
10.7K
$415K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-288- 2.34% |
$10.7K - $11.1K
|
12K
$468K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-322- 4.17% |
$12K - $12.4K
|
7.39K
$288K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-374- 2.07% |
$13.9K - $14.4K
|
17.7K
$688K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-422- 1.06% |
$15.7K - $16.2K
|
39.3K
$1.53M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-447- 59.76% |
$16.6K - $17.2K
|
301
$11.7K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-638- 25.9% |
$23.7K - $24.6K
|
1.83K
$71K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1K- 9.09% |
$37.1K - $38.5K
|
10K
$389K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.09K- 3.09% |
$40.4K - $41.9K
|
34.1K
$1.33M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 6.21% |
$44.7K - $46.3K
|
18.2K
$708K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.34K- 17.27% |
$49.6K - $51.4K
|
6.39K
$249K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.59K- 10.86% |
$59K - $61.2K
|
13K
$507K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.19K- 14.77% |
$81.3K - $84.3K
|
12.6K
$492K
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.4K- 1.69% |
$89.2K - $92.5K
|
139K
$5.43M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.61K- 10.73% |
$134K - $139K
|
30K
$1.17M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.76K- 99.97% |
$140K - $145K
|
1
$38.9
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.8K- 4.14% |
$178K - $185K
|
111K
$4.33M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.93K- 28.22% |
$183K - $190K
|
12.5K
$488K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.71K- 9.54% |
$212K - $220K
|
54.1K
$2.11M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.21K- 14.18% |
$268K - $278K
|
43.6K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.47K- 29.74% |
$315K - $326K
|
20K
$778K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.13K- 6.18% |
$339K - $351K
|
139K
$5.39M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.35K- 23.18% |
$347K - $360K
|
31K
$1.21M
|