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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.6K- 22.29% |
$432K - $448K
|
40.6K
$1.58M
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 37.53% |
$437K - $452K
|
19.6K
$761K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 15.56% |
$454K - $470K
|
66.3K
$2.58M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.3K- 99.71% |
$530K - $549K
|
41
$1.6K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-16.1K- 29.46% |
$599K - $621K
|
38.7K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.3K- 60.0% |
$1.27M - $1.32M
|
22.9K
$890K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-36.8K- 24.4% |
$1.37M - $1.41M
|
114K
$4.43M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-39K- 35.6% |
$1.45M - $1.5M
|
70.5K
$2.74M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.5K- 84.89% |
$2.03M - $2.1M
|
9.71K
$378K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88.1K- 71.69% |
$3.27M - $3.39M
|
34.8K
$1.35M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-575K- 97.65% |
$21.3M - $22.1M
|
13.9K
$539K
|