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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 5.56% |
$11.3K - $12.1K
|
5.1K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-276- 5.09% |
$10.4K - $11.2K
|
5.14K
$210K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.79KNew |
$320K - $344K
|
8.79K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
615New |
$22.4K - $24K
|
615
$25.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9KNew |
$578K - $621K
|
15.9K
$648K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.83K+ 34.69% |
$139K - $150K
|
14.9K
$606K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2KNew |
$72.8K - $78.2K
|
2K
$81.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56KNew |
$129K - $139K
|
3.56K
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
908New |
$33K - $35.5K
|
908
$37K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.18K+ 23.97% |
$116K - $124K
|
16.5K
$671K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.94K- 7.77% |
$70.6K - $75.9K
|
23K
$938K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
5.45KNew |
$198K - $213K
|
5.45K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-722- 7.12% |
$26.3K - $28.2K
|
9.42K
$384K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.17KNew |
$188K - $202K
|
5.17K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.22KNew |
$299K - $322K
|
8.22K
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150New |
$5.46K - $5.87K
|
150
$6.12K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.91KNew |
$251K - $270K
|
6.91K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$969K - $1.04M
|
26.6K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.23K+ 38.57% |
$44.9K - $48.2K
|
4.43K
$181K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-30- 0.05% |
$1.09K - $1.17K
|
58.3K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.07KNew |
$221K - $237K
|
6.07K
$247K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
128K+ 344.62% |
$4.44M - $4.67M
|
165K
$6.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13K- 32.03% |
$450K - $473K
|
27.6K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3K- 27.22% |
$104K - $109K
|
8.02K
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-289K- 98.06% |
$10M - $10.5M
|
5.7K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
424New |
$14.7K - $15.5K
|
424
$17.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05KNew |
$71.1K - $74.8K
|
2.05K
$83.7K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$3.13K - $3.5K
|
100
$4.08K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$453K - $506K
|
14.5K
$590K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.7KNew |
$398K - $444K
|
12.7K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.59KNew |
$300K - $335K
|
9.59K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.12K+ 22.05% |
$129K - $144K
|
22.8K
$929K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.8KNew |
$587K - $656K
|
18.8K
$765K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
123KNew |
$3.84M - $4.29M
|
123K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.32K+ 74.41% |
$229K - $256K
|
17.2K
$699K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
28.4KNew |
$891K - $995K
|
28.4K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$15.7K - $17.5K
|
500
$20.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
241New |
$7.55K - $8.43K
|
241
$9.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
662KNew |
$20.7M - $23.1M
|
662K
$27M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
35.4KNew |
$1.11M - $1.24M
|
35.4K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.6KNew |
$395K - $441K
|
12.6K
$514K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.29M- 99.15% |
$40.4M - $45.1M
|
11K
$449K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
45.3KNew |
$1.42M - $1.58M
|
45.3K
$1.85M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.81K- 37.53% |
$123K - $128K
|
6.35K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.24K- 4.11% |
$168K - $175K
|
122K
$4.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 1.44% |
$611 - $635
|
1.31K
$53.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.43KNew |
$207K - $215K
|
6.43K
$262K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-543- 5.33% |
$17.5K - $18.2K
|
9.64K
$393K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.7KNew |
$908K - $973K
|
29.7K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.88KNew |
$88.1K - $94.3K
|
2.88K
$117K
|
|