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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.3K+ 355.33% |
$2.9M - $3.03M
|
99K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.3K+ 373.47% |
$1.81M - $1.89M
|
61.2K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.57KNew |
$322K - $336K
|
8.57K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.43KNew |
$241K - $252K
|
6.43K
$283K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.72KNew |
$215K - $224K
|
5.72K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.3KNew |
$199K - $208K
|
5.3K
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$54.1K - $56.5K
|
1.44K
$63.4K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
636New |
$23.9K - $25K
|
636
$28K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
562New |
$21.1K - $22.1K
|
562
$24.7K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
465+ 52.31% |
$17.5K - $18.2K
|
1.35K
$59.6K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
263+ 19.92% |
$9.88K - $10.3K
|
1.58K
$69.7K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1KNew |
$1.3M - $1.44M
|
38.1K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.41K+ 30.25% |
$82.3K - $90.8K
|
10.4K
$456K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.38KNew |
$46K - $49.1K
|
1.38K
$60.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17KNew |
$39.2K - $41.8K
|
1.17K
$51.6K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.62KNew |
$300K - $323K
|
9.62K
$424K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.42KNew |
$231K - $249K
|
7.42K
$327K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.1KNew |
$222K - $239K
|
7.1K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.45KNew |
$201K - $217K
|
6.45K
$284K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 18.89% |
$135K - $145K
|
27.2K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.48KNew |
$108K - $117K
|
3.48K
$153K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.05KNew |
$32.8K - $35.3K
|
1.05K
$46.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
850New |
$26.5K - $28.6K
|
850
$37.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.1KNew |
$502K - $549K
|
17.1K
$752K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
46New |
$1.35K - $1.48K
|
46
$2.03K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
910+ 10.22% |
$26.7K - $30K
|
9.82K
$432K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10KNew |
$295K - $341K
|
10K
$441K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.74K+ 3.67% |
$169K - $196K
|
162K
$7.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.65K+ 17.35% |
$48.5K - $56.2K
|
11.1K
$490K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
621New |
$18.3K - $21.2K
|
621
$27.3K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
3.7KNew |
$116K - $127K
|
3.7K
$163K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
582KNew |
$17.6M - $18.4M
|
582K
$25.6M
|
|