Latest Institutional Transactions on First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FMAR) 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 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.91KNew |
$374K - $389K
|
8.91K
$392K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.52K- 5.2% |
$316K - $329K
|
137K
$6.04M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-823- 10.03% |
$34.5K - $36K
|
7.39K
$325K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.02K- 43.11% |
$169K - $176K
|
5.3K
$234K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
7.33KNew |
$308K - $320K
|
7.33K
$323K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.48K- 5.48% |
$104K - $108K
|
42.7K
$1.88M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.07K- 3.85% |
$86.9K - $90.5K
|
51.7K
$2.27M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.11K+ 38.05% |
$172K - $179K
|
14.9K
$656K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-48- 0.36% |
$2.01K - $2.1K
|
13.2K
$579K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.08K- 20.96% |
$171K - $178K
|
15.4K
$677K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-404- 0.34% |
$17K - $17.7K
|
120K
$5.27M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-593- 5.67% |
$24.9K - $25.9K
|
9.87K
$435K
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-19.9K- 15.05% |
$835K - $869K
|
112K
$4.94M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.15KNew |
$216K - $225K
|
5.15K
$227K
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.03K- 0.55% |
$43.3K - $45.1K
|
186K
$8.19M
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
12.1KNew |
$509K - $530K
|
12.1K
$535K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
350+ 3.17% |
$14.7K - $15.3K
|
11.4K
$501K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.9K - $4.06K
|
93
$4.09K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.08K- 6.2% |
$45.4K - $47.3K
|
16.4K
$721K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.38K- 99.95% |
$184K - $192K
|
2
$88.1
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.21KNew |
$387K - $403K
|
9.21K
$406K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.01% |
$42 - $43.7
|
10.6K
$467K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.35K- 23.3% |
$308K - $321K
|
24.2K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 17.36% |
$50.4K - $52.4K
|
5.71K
$252K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$61.2K - $63.7K
|
1.46K
$64.2K
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-50.7K- 57.46% |
$2.13M - $2.21M
|
37.5K
$1.65M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-166- 0.83% |
$6.97K - $7.25K
|
19.8K
$874K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.07K- 13.85% |
$44.8K - $46.6K
|
6.64K
$292K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.65K- 1.38% |
$195K - $203K
|
333K
$14.7M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.05K- 17.76% |
$86K - $89.6K
|
9.49K
$418K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.39K+ 45.59% |
$184K - $192K
|
14K
$618K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.98K- 25.51% |
$167K - $174K
|
11.6K
$512K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-96.8K- 89.15% |
$4.06M - $4.23M
|
11.8K
$519K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.02K- 27.95% |
$84.8K - $88.3K
|
5.21K
$229K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-400- 2.86% |
$16.8K - $17.5K
|
13.6K
$598K
|
|
Q3 2024 | |||||||
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-536- 0.6% |
$21K - $22.7K
|
88.3K
$3.89M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 9.47% |
$42.4K - $45.8K
|
10.3K
$456K
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-779- 2.24% |
$30.5K - $32.9K
|
34K
$1.5M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-744- 19.68% |
$29.1K - $31.4K
|
3.04K
$134K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.73KNew |
$67.7K - $73K
|
1.73K
$76.1K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
112+ 1.96% |
$4.39K - $4.73K
|
5.82K
$256K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.3K- 6.94% |
$129K - $140K
|
44.3K
$1.95M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-90- 1.03% |
$3.53K - $3.8K
|
8.69K
$382K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.85K- 53.8% |
$151K - $163K
|
3.3K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-200- 0.68% |
$7.84K - $8.45K
|
29K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-474- 0.85% |
$18.6K - $20K
|
55.1K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-89- 1.61% |
$3.49K - $3.76K
|
5.42K
$239K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.7K- 11.83% |
$538K - $580K
|
102K
$4.5M
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-698- 3.18% |
$27.3K - $29.5K
|
21.2K
$935K
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-9.12K- 46.43% |
$357K - $386K
|
10.5K
$464K
|