Latest Institutional Transactions on First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information on the latest institutional transactions involving First Ex Tr Fd Viii Ft Cboe Ve (FAPR) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
41.4K+ 55.11% |
$1.67M - $1.72M
|
117K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
243KNew |
$9.75M - $10.1M
|
243K
$9.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-699- 1.66% |
$28.1K - $29.1K
|
41.4K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.79K+ 2.72% |
$233K - $241K
|
219K
$8.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-59.6K- 58.09% |
$2.39M - $2.48M
|
43K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-271- 2.91% |
$10.9K - $11.3K
|
9.05K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$100K - $104K
|
2.5K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.28K- 20.09% |
$91.7K - $94.9K
|
9.08K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
134New |
$5.38K - $5.57K
|
134
$5.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-655- 0.56% |
$26.3K - $27.2K
|
117K
$4.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 0.41% |
$1.61K - $1.66K
|
9.76K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.61K+ 40.74% |
$185K - $192K
|
15.9K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
23.1K+ 150.5% |
$930K - $962K
|
38.5K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.14K- 3.16% |
$166K - $172K
|
127K
$5.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.93KNew |
$198K - $205K
|
4.93K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-36.8K- 28.51% |
$1.48M - $1.53M
|
92.2K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.9KNew |
$197K - $204K
|
4.9K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.39K- 99.91% |
$136K - $141K
|
3
$122
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.74K+ 22.73% |
$191K - $197K
|
25.6K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$12.1K - $12.5K
|
300
$12.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-478- 0.28% |
$19.2K - $19.9K
|
171K
$6.95M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-53.7K- 57.55% |
$2.16M - $2.23M
|
39.6K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.83K- 12.37% |
$73.4K - $75.9K
|
12.9K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-210- 2.71% |
$8.44K - $8.73K
|
7.55K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.32K- 5.5% |
$334K - $346K
|
143K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.91K- 14.28% |
$237K - $246K
|
35.5K
$1.45M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.23K- 11.95% |
$46.4K - $49.6K
|
9.04K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
513New |
$19.4K - $20.7K
|
513
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-225- 1.07% |
$8.51K - $9.1K
|
20.7K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-318- 2.11% |
$12K - $12.9K
|
14.8K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.41KNew |
$91.2K - $97.5K
|
2.41K
$98.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-33- 2.46% |
$1.25K - $1.33K
|
1.31K
$53.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-19- 0.27% |
$719 - $768
|
6.92K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$639K - $683K
|
16.9K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-128- 1.38% |
$4.84K - $5.18K
|
9.11K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-108- 1.8% |
$4.08K - $4.37K
|
5.9K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-650- 8.49% |
$24.6K - $26.3K
|
7.01K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.28K- 2.72% |
$124K - $133K
|
117K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.73KNew |
$103K - $110K
|
2.73K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-600- 2.22% |
$22.7K - $24.3K
|
26.4K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.8K- 20.05% |
$68.1K - $72.8K
|
7.18K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.18K- 7.94% |
$44.6K - $47.7K
|
13.7K
$558K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.7K- 67.05% |
$860K - $919K
|
11.2K
$456K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3KNew |
$618K - $660K
|
16.3K
$666K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-325- 6.1% |
$12.3K - $13.1K
|
5K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800+ 47.88% |
$30.3K - $32.3K
|
2.47K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.4K- 14.6% |
$810K - $866K
|
125K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.3K- 5.55% |
$314K - $335K
|
141K
$5.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.3KNew |
$464K - $496K
|
12.3K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-55- 0.33% |
$2.08K - $2.22K
|
16.6K
$675K
|
|