Latest Institutional Purchases of First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (FMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
12.1KNew |
$509K - $530K
|
12.1K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.21KNew |
$387K - $403K
|
9.21K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.91KNew |
$374K - $389K
|
8.91K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
7.33KNew |
$308K - $320K
|
7.33K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.15KNew |
$216K - $225K
|
5.15K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.39K+ 45.59% |
$184K - $192K
|
14K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.11K+ 38.05% |
$172K - $179K
|
14.9K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$61.2K - $63.7K
|
1.46K
$64.2K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
47.2K+ 185.22% |
$1.85M - $1.99M
|
72.7K
$3.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.3K+ 8.26% |
$1.42M - $1.54M
|
476K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.7K+ 23.97% |
$1.32M - $1.43M
|
174K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.7K+ 7.32% |
$811K - $875K
|
304K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.71KNew |
$302K - $326K
|
7.71K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.7K+ 27.57% |
$223K - $241K
|
26.4K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.89KNew |
$192K - $207K
|
4.89K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.64K+ 7.69% |
$182K - $196K
|
65K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.55K+ 26.98% |
$178K - $192K
|
21.4K
$943K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.45K+ 10.8% |
$95.8K - $103K
|
25.1K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.2K+ 7.77% |
$86.1K - $92.8K
|
30.5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 54.43% |
$79.7K - $85.9K
|
5.77K
$254K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.73KNew |
$67.7K - $73K
|
1.73K
$76.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03K+ 10.5% |
$40.2K - $43.4K
|
10.8K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
855+ 223.24% |
$33.5K - $36.1K
|
1.24K
$54.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
740+ 5.88% |
$29K - $31.3K
|
13.3K
$586K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
678+ 3.9% |
$26.6K - $28.7K
|
18.1K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
637New |
$25K - $26.9K
|
637
$28K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
433+ 1.94% |
$17K - $18.3K
|
22.7K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
287+ 5.29% |
$11.2K - $12.1K
|
5.71K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
254+ 1.29% |
$9.95K - $10.7K
|
20K
$879K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
178+ 0.14% |
$6.97K - $7.52K
|
132K
$5.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
112+ 1.96% |
$4.39K - $4.73K
|
5.82K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
54+ 0.1% |
$2.12K - $2.28K
|
54.3K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9+ 0.38% |
$353 - $380
|
2.36K
$104K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
20.6KNew |
$782K - $839K
|
20.6K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.4KNew |
$736K - $790K
|
19.4K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.7KNew |
$480K - $514K
|
12.7K
$557K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.4KNew |
$470K - $504K
|
12.4K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.76K+ 99.76% |
$294K - $316K
|
15.5K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.45KNew |
$282K - $303K
|
7.45K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7.27K+ 390.86% |
$275K - $295K
|
9.13K
$402K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.77KNew |
$256K - $275K
|
6.77K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.69KNew |
$254K - $272K
|
6.69K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.92K+ 58.92% |
$111K - $119K
|
7.87K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 20.12% |
$49.4K - $53K
|
7.79K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.03K+ 18.59% |
$39K - $41.8K
|
6.56K
$289K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
153+ 1.78% |
$5.8K - $6.22K
|
8.74K
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.57% |
$682 - $732
|
3.16K
$139K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17New |
$644 - $691
|
17
$749
|
|