Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
30.3KNew |
$1.3M - $1.34M
|
30.3K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17.3K+ 167.95% |
$741K - $767K
|
27.6K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 41.98% |
$697K - $721K
|
55K
$2.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16.3K+ 41.98% |
$697K - $721K
|
55K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11.9KNew |
$508K - $526K
|
11.9K
$528K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1K+ 6.52% |
$477K - $494K
|
182K
$8.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 34.62% |
$477K - $494K
|
43.3K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8K+ 95.76% |
$465K - $481K
|
22.2K
$986K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.71K+ 55.28% |
$287K - $297K
|
18.8K
$838K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.99KNew |
$257K - $266K
|
5.99K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.8KNew |
$248K - $257K
|
5.8K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.09KNew |
$218K - $226K
|
5.09K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.66KNew |
$200K - $207K
|
4.66K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.64KNew |
$156K - $161K
|
3.64K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.58KNew |
$154K - $159K
|
3.58K
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.06K+ 46.88% |
$131K - $136K
|
9.6K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.46K+ 119.05% |
$105K - $109K
|
4.52K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.38K+ 3.38% |
$102K - $105K
|
72.7K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 2.63% |
$92.3K - $95.6K
|
84K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.99K+ 1.43% |
$85.1K - $88.1K
|
141K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
915New |
$39.2K - $40.6K
|
915
$40.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
350+ 5.6% |
$15K - $15.5K
|
6.6K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
92New |
$3.94K - $4.08K
|
92
$4.09K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
30+ 0.15% |
$1.29K - $1.33K
|
19.8K
$880K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1- 0.01% |
$42.8 - $44.3
|
9.02K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 0.4% |
$214 - $222
|
1.24K
$55.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-14- 0.07% |
$600 - $621
|
21.4K
$951K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-16- 0.29% |
$685 - $709
|
5.42K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-27- 0.17% |
$1.16K - $1.2K
|
15.5K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-37- 0.25% |
$1.59K - $1.64K
|
14.7K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-53- 0.65% |
$2.27K - $2.35K
|
8.04K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-185- 5.73% |
$7.93K - $8.2K
|
3.04K
$135K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-205- 1.9% |
$8.78K - $9.09K
|
10.6K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-217- 0.6% |
$9.3K - $9.62K
|
35.7K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-227- 2.98% |
$9.72K - $10.1K
|
7.38K
$328K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-273- 0.57% |
$11.7K - $12.1K
|
47.6K
$2.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-361- 3.05% |
$15.5K - $16K
|
11.5K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-515- 3.01% |
$22.1K - $22.8K
|
16.6K
$738K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-586- 4.3% |
$25.1K - $26K
|
13.1K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-752- 2.49% |
$32.2K - $33.3K
|
29.5K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-849- 5.24% |
$36.4K - $37.6K
|
15.4K
$683K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-877- 2.5% |
$37.6K - $38.9K
|
34.2K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-952- 0.88% |
$40.8K - $42.2K
|
107K
$4.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 12.22% |
$64.3K - $66.5K
|
10.8K
$479K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.13K- 13.03% |
$91.2K - $94.4K
|
14.2K
$632K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.21K- 33.55% |
$94.6K - $97.9K
|
4.37K
$194K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.3K- 64.87% |
$98.3K - $102K
|
1.24K
$55.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.68K- 1.92% |
$115K - $119K
|
137K
$6.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.79K- 2.11% |
$120K - $124K
|
129K
$5.76M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.06K- 25.35% |
$131K - $136K
|
9K
$400K
|
|