Latest Institutional Transactions on First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information on the latest institutional transactions involving First Tr Exch Tr Fd Viii Cboe (FMAY) 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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
822+ 35.37% |
$38K - $39.5K
|
3.15K
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.75K- 1.07% |
$80.8K - $84.2K
|
163K
$7.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
35.9K+ 54.28% |
$1.66M - $1.73M
|
102K
$4.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
270KNew |
$12.5M - $13M
|
270K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.14% |
$924 - $962
|
14.6K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 0.4% |
$2.77K - $2.89K
|
15.1K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.75K- 0.96% |
$81K - $84.3K
|
180K
$8.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
857+ 13.69% |
$39.6K - $41.2K
|
7.12K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.28KNew |
$382K - $398K
|
8.28K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$196K - $205K
|
4.25K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.58K- 23.45% |
$165K - $172K
|
11.7K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.85K- 13.45% |
$178K - $185K
|
24.8K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.63K- 16.06% |
$75.2K - $78.3K
|
8.51K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-9.29K- 16.99% |
$429K - $447K
|
45.4K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.64KNew |
$261K - $271K
|
5.64K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3K+ 16.27% |
$139K - $144K
|
21.4K
$996K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
559New |
$25.8K - $26.9K
|
559
$26K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-593- 0.47% |
$27.4K - $28.5K
|
126K
$5.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.98K+ 41.58% |
$184K - $191K
|
13.5K
$629K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-60- 0.65% |
$2.77K - $2.89K
|
9.23K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.24K- 0.75% |
$57.4K - $59.7K
|
164K
$7.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.19K- 32.62% |
$286K - $298K
|
12.8K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-8.12K- 3.92% |
$375K - $390K
|
199K
$9.24M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.5KNew |
$208K - $216K
|
4.5K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-7.13K- 63.27% |
$329K - $343K
|
4.14K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
644+ 7.62% |
$29.7K - $31K
|
9.1K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.32K+ 57.36% |
$384K - $400K
|
22.8K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.16K- 99.94% |
$146K - $152K
|
2
$92.9
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.13K- 18.66% |
$52.3K - $54.5K
|
4.94K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.37K- 17.72% |
$156K - $162K
|
15.7K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1.13K- 0.47% |
$52K - $54.2K
|
239K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 0.74% |
$165K - $172K
|
488K
$22.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-518- 3.28% |
$23.9K - $24.9K
|
15.3K
$709K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
53+ 0.1% |
$2.45K - $2.55K
|
52.6K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
61K+ 157.15% |
$2.82M - $2.93M
|
99.8K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 15.05% |
$94.9K - $98.8K
|
15.7K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.89K+ 24.18% |
$180K - $187K
|
20K
$928K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-340- 3.24% |
$14.7K - $15.8K
|
10.2K
$472K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$469K - $505K
|
10.9K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.34K- 30.79% |
$144K - $155K
|
7.5K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$473K - $509K
|
10.9K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
574+ 3.99% |
$24.8K - $26.7K
|
15K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-29- 2.48% |
$1.25K - $1.35K
|
1.14K
$53.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.79% |
$4.32K - $4.65K
|
5.5K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$1.01M - $1.08M
|
23.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 178.25% |
$500K - $538K
|
18K
$839K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.09K+ 16.56% |
$47K - $50.6K
|
7.66K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.34KNew |
$187K - $202K
|
4.34K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-535- 8.53% |
$23.1K - $24.9K
|
5.74K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 54.54% |
$81.7K - $88K
|
5.36K
$249K
|
|