Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (YMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546New |
$11K - $11.8K
|
546
$14.5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
235New |
$4.82K - $5.03K
|
235
$6.23K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
420KNew |
$8.62M - $9M
|
420K
$11.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10.3KNew |
$211K - $220K
|
10.3K
$273K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
851+ 8.04% |
$17.5K - $18.2K
|
11.4K
$303K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
475New |
$7.9K - $9.14K
|
475
$12.6K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
40.8KNew |
$726K - $821K
|
40.8K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
83.7KNew |
$1.49M - $1.69M
|
83.7K
$2.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-28.6KClosed |
$510K - $577K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
4.09K+ 34.12% |
$72.7K - $82.3K
|
16.1K
$426K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.02K- 74.41% |
$135K - $150K
|
2.42K
$64K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.05KClosed |
$135K - $151K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.16KClosed |
$137K - $153K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.85KClosed |
$139K - $145K
|
0
$0
|
|