Purchases and Sales Made in Q4 2022 in First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY) during Q4 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCH-TR FD VIII CBOE .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
210K+ 92.25% |
$6.97M - $7.71M
|
438K
$21.2M
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
156KNew |
$5.19M - $5.74M
|
156K
$7.57M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
77KNew |
$2.56M - $2.82M
|
77K
$3.73M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
57.3KNew |
$1.9M - $2.1M
|
57.3K
$2.77M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.6K+ 366.05% |
$1.58M - $1.75M
|
60.6K
$2.93M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.5K+ 145.66% |
$914K - $1.01M
|
46.5K
$2.25M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
23.4KNew |
$778K - $860K
|
23.4K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$769K - $850K
|
23.2K
$1.12M
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
21.4KNew |
$710K - $785K
|
21.4K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 5.16% |
$636K - $703K
|
390K
$18.9M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18KNew |
$598K - $660K
|
18K
$872K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
12.2KNew |
$405K - $448K
|
12.2K
$592K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
9.09KNew |
$302K - $333K
|
9.09K
$440K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.14K+ 100.0% |
$270K - $298K
|
16.3K
$788K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.71KNew |
$190K - $209K
|
5.71K
$276K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.61KNew |
$120K - $132K
|
3.61K
$175K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.26KNew |
$108K - $120K
|
3.26K
$158K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 25.58% |
$87.8K - $97K
|
13K
$628K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 2.38% |
$71.9K - $79.5K
|
93.4K
$4.52M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.02K+ 31.25% |
$67K - $74K
|
8.48K
$410K
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.37K+ 17.45% |
$45.3K - $50.1K
|
9.2K
$445K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.07K+ 7.11% |
$35.6K - $39.4K
|
16.2K
$782K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
777+ 0.86% |
$25.8K - $28.5K
|
90.9K
$4.4M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
381+ 3.33% |
$12.6K - $14K
|
11.8K
$572K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
31+ 26.27% |
$1.03K - $1.14K
|
149
$7.21K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.07% |
$365 - $403
|
15.7K
$759K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1- 0.01% |
$33.2 - $36.7
|
8.27K
$401K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-33- 0.07% |
$1.1K - $1.21K
|
44.8K
$2.17M
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-233- 1.51% |
$7.73K - $8.55K
|
15.2K
$736K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-290- 3.49% |
$9.63K - $10.6K
|
8.02K
$388K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-300- 3.05% |
$9.96K - $11K
|
9.54K
$462K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-541- 13.59% |
$18K - $19.8K
|
3.44K
$167K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-562- 3.77% |
$18.7K - $20.6K
|
14.4K
$695K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-670- 0.92% |
$22.2K - $24.6K
|
72.4K
$3.51M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-676- 5.48% |
$22.4K - $24.8K
|
11.7K
$565K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-738- 2.05% |
$24.5K - $27.1K
|
35.2K
$1.71M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.67K- 2.08% |
$55.5K - $61.3K
|
78.9K
$3.82M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.03K- 16.03% |
$67.3K - $74.4K
|
10.6K
$514K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.84K- 3.41% |
$94.1K - $104K
|
80.4K
$3.89M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.62K- 0.71% |
$253K - $280K
|
1.07M
$51.6M
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-8K- 8.55% |
$266K - $294K
|
85.6K
$4.15M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.4K- 20.67% |
$345K - $381K
|
39.9K
$1.93M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 2.36% |
$363K - $401K
|
452K
$21.9M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 8.17% |
$378K - $417K
|
128K
$6.19M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7KClosed |
$387K - $428K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14K- 5.21% |
$464K - $513K
|
254K
$12.3M
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-15.7K- 27.18% |
$521K - $575K
|
42K
$2.04M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 2.23% |
$530K - $586K
|
699K
$33.8M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-19.8K- 84.44% |
$656K - $725K
|
3.64K
$176K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-32.4K- 66.16% |
$1.08M - $1.19M
|
16.6K
$803K
|