Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.7K+ 324.85% |
$2.64M - $2.88M
|
104K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.1KNew |
$930K - $1.01M
|
28.1K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4K+ 24.5% |
$909K - $991K
|
139K
$5.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18.5KNew |
$614K - $669K
|
18.5K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.34KNew |
$309K - $337K
|
9.34K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.76K+ 8.81% |
$257K - $280K
|
95.9K
$3.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
6.97K+ 3.08% |
$231K - $252K
|
233K
$9.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.13K+ 15.23% |
$203K - $221K
|
46.4K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.6KNew |
$186K - $202K
|
5.6K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.46KNew |
$115K - $125K
|
3.46K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.44K+ 2.28% |
$47.6K - $52K
|
64.6K
$2.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.2K+ 5.39% |
$39.7K - $43.3K
|
23.4K
$966K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53+ 0.26% |
$1.75K - $1.91K
|
20.7K
$855K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2- 0.02% |
$66.2 - $72.2
|
9.5K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-150- 2.01% |
$4.97K - $5.42K
|
7.31K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300- 2.69% |
$9.93K - $10.8K
|
10.9K
$447K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-949- 2.22% |
$31.4K - $34.3K
|
41.9K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.18K- 0.64% |
$39K - $42.6K
|
184K
$7.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.4K- 3.37% |
$46.4K - $50.6K
|
40.2K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.47K- 7.8% |
$48.8K - $53.2K
|
17.4K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.95K- 10.01% |
$64.6K - $70.4K
|
17.5K
$722K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.05K- 11.42% |
$101K - $110K
|
23.7K
$976K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3.36K- 29.68% |
$111K - $121K
|
7.97K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.63K- 18.51% |
$220K - $239K
|
29.2K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62K- 40.01% |
$252K - $275K
|
11.4K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.95K- 7.38% |
$296K - $323K
|
112K
$4.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-17.5K- 48.4% |
$580K - $632K
|
18.7K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.6K- 22.26% |
$749K - $817K
|
79K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-42K- 58.48% |
$1.39M - $1.52M
|
29.8K
$1.23M
|