Latest Institutional Transactions on First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Cboe Ve (DMAY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
13.1KNew |
$491K - $525K
|
13.1K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
91.4KNew |
$3.42M - $3.65M
|
91.4K
$4.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.08KNew |
$190K - $203K
|
5.08K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-250- 3.07% |
$9.36K - $9.99K
|
7.89K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.8KNew |
$67.4K - $72K
|
1.8K
$80.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.84KNew |
$219K - $233K
|
5.84K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
339+ 100.0% |
$12.7K - $13.5K
|
678
$30.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193K- 38.85% |
$7.23M - $7.72M
|
304K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 0.94% |
$71.5K - $76.3K
|
202K
$9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.54K- 40.91% |
$133K - $142K
|
5.12K
$227K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115KNew |
$4.3M - $4.45M
|
115K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$601K - $622K
|
16.2K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$127K - $132K
|
3.43K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.04KNew |
$38.6K - $39.9K
|
1.04K
$46.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-45- 47.37% |
$1.67K - $1.73K
|
50
$2.22K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$173K - $179K
|
4.65K
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
400New |
$14.9K - $15.4K
|
400
$17.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.07KNew |
$337K - $349K
|
9.07K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.82K+ 51.43% |
$67.8K - $70.1K
|
5.36K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11KNew |
$264K - $274K
|
7.11K
$316K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 21.45% |
$12.7K - $13.1K
|
1.25K
$55.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47K+ 226.89% |
$1.69M - $1.75M
|
67.8K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.8K- 36.19% |
$602K - $626K
|
29.6K
$1.32M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.1KNew |
$930K - $1.01M
|
28.1K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300- 2.69% |
$9.93K - $10.8K
|
10.9K
$483K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.56K- 33.89% |
$52.6K - $54.1K
|
3.04K
$135K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.5KNew |
$253K - $261K
|
7.5K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
27.2KNew |
$918K - $945K
|
27.2K
$1.21M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288New |
$9.29K - $9.88K
|
288
$12.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.63KNew |
$214K - $228K
|
6.63K
$295K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 12.13% |
$55.7K - $59.1K
|
13K
$578K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250New |
$7.77K - $8.24K
|
250
$11.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.02K+ 3.39% |
$94K - $99.6K
|
92.2K
$4.1M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.01KNew |
$211K - $226K
|
7.01K
$312K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$368K - $399K
|
12.2K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$399K - $433K
|
13.3K
$590K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.25K- 33.2% |
$128K - $139K
|
8.55K
$380K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
390+ 19.48% |
$11.7K - $12.7K
|
2.39K
$106K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.6KNew |
$623K - $718K
|
20.6K
$916K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$968 - $1.12K
|
32
$1.42K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.43KNew |
$285K - $329K
|
9.43K
$419K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 50.0% |
$6.05K - $6.97K
|
200
$8.89K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-60.1KClosed |
$1.82M - $2.1M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-201- 26.8% |
$6.71K - $7.01K
|
549
$24.4K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-37.1KClosed |
$1.24M - $1.27M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.88K+ 63.45% |
$228K - $232K
|
17.7K
$788K
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
290KNew |
$9.6M - $9.78M
|
290K
$12.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-31.5KClosed |
$1.04M - $1.06M
|
0
$0
|
|