Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (DMAY) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII CBOE VE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
24.6KNew |
$763K - $809K
|
24.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.45KNew |
$294K - $311K
|
9.45K
$390K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.43KNew |
$293K - $311K
|
9.43K
$389K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.76K+ 26.78% |
$210K - $223K
|
32K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.25KNew |
$194K - $206K
|
6.25K
$258K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.24KNew |
$163K - $172K
|
5.24K
$216K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.27KNew |
$133K - $141K
|
4.27K
$176K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.47K+ 1.25% |
$108K - $114K
|
281K
$11.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.02K+ 3.39% |
$94K - $99.6K
|
92.2K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250New |
$7.77K - $8.24K
|
250
$10.3K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21+ 0.08% |
$652 - $692
|
25.2K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.7% |
$3.11K - $3.29K
|
14.1K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-346- 0.45% |
$10.8K - $11.4K
|
76.9K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-357- 3.26% |
$11.1K - $11.8K
|
10.6K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-624- 11.96% |
$19.4K - $20.6K
|
4.59K
$189K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-684- 17.73% |
$21.3K - $22.5K
|
3.17K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-987- 5.2% |
$30.7K - $32.5K
|
18K
$742K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 8.62% |
$36.4K - $38.6K
|
12.4K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 4.17% |
$48.1K - $51K
|
35.5K
$1.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 19.31% |
$48.1K - $51K
|
6.47K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 12.13% |
$55.7K - $59.1K
|
13K
$536K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.42K- 26.42% |
$75.3K - $79.8K
|
6.75K
$278K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.48K- 1.29% |
$76.9K - $81.5K
|
190K
$7.83M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.52K- 9.07% |
$78.4K - $83.1K
|
25.3K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.4K- 9.42% |
$137K - $145K
|
42.3K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.25K- 17.53% |
$163K - $173K
|
24.7K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.32K- 4.11% |
$165K - $175K
|
124K
$5.12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.52K- 7.63% |
$172K - $182K
|
66.9K
$2.76M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.4K- 11.55% |
$199K - $211K
|
49K
$2.02M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.63K- 37.89% |
$206K - $218K
|
10.9K
$448K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.76K- 21.13% |
$210K - $223K
|
25.2K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.13K- 7.76% |
$253K - $268K
|
96.7K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.04K- 20.24% |
$281K - $298K
|
35.6K
$1.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 45.11% |
$440K - $466K
|
17.2K
$710K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.1K- 21.53% |
$469K - $497K
|
55K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.3K- 43.79% |
$785K - $832K
|
32.4K
$1.34M
|