Latest Institutional Purchases of First Tr Ex Tr Viii Cboe Vest (YMAR)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (YMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
431KNew |
$9.82M - $10.4M
|
431K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
303K+ 235.51% |
$6.91M - $7.31M
|
432K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
155KNew |
$3.54M - $3.74M
|
155K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.3KNew |
$713K - $754K
|
31.3K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19KNew |
$434K - $459K
|
19K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.6KNew |
$424K - $448K
|
18.6K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$393K - $416K
|
17.2K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.8KNew |
$291K - $308K
|
12.8K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.4KNew |
$283K - $300K
|
12.4K
$303K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12KNew |
$272K - $288K
|
12K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 67.71% |
$263K - $278K
|
28.6K
$697K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.79K+ 19.6% |
$223K - $236K
|
59.7K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.19K+ 1.66% |
$72.6K - $76.8K
|
196K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$54.9K - $58.1K
|
2.41K
$58.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 10.98% |
$36.7K - $38.8K
|
16.3K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.2KNew |
$27.3K - $28.9K
|
1.2K
$29.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.02K+ 8.68% |
$23.2K - $24.5K
|
12.7K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
520+ 2.1% |
$11.9K - $12.5K
|
25.2K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
466+ 1.86% |
$10.6K - $11.2K
|
25.6K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
466+ 1.84% |
$10.6K - $11.2K
|
25.8K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
368+ 2.28% |
$8.39K - $8.87K
|
16.5K
$402K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
300New |
$6.84K - $7.23K
|
300
$7.31K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
215+ 1.27% |
$4.9K - $5.18K
|
17.2K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
47+ 1.85% |
$1.07K - $1.13K
|
2.59K
$63.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.72KNew |
$221K - $237K
|
9.72K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.5KNew |
$193K - $207K
|
8.5K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
450New |
$10.2K - $11K
|
450
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 0.26% |
$569 - $609
|
9.81K
$239K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
55.4KNew |
$1.25M - $1.31M
|
55.4K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.7KNew |
$308K - $323K
|
13.7K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5KNew |
$236K - $247K
|
10.5K
$255K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9.96KNew |
$224K - $235K
|
9.96K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$57.9K - $60.6K
|
2.57K
$62.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.51K+ 424.75% |
$56.5K - $59.1K
|
3.1K
$75.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.29KNew |
$51.6K - $54K
|
2.29K
$55.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.43K+ 21.27% |
$32.3K - $33.8K
|
8.18K
$199K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.15KNew |
$25.8K - $27K
|
1.15K
$27.9K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
706+ 405.75% |
$15.9K - $16.6K
|
880
$21.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 177.51% |
$13.5K - $14.1K
|
938
$22.9K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
477New |
$10.7K - $11.2K
|
477
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
67New |
$1.51K - $1.58K
|
67
$1.63K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.97KNew |
$192K - $208K
|
8.97K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.69KNew |
$186K - $202K
|
8.69K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 7.84% |
$54.3K - $58.9K
|
34.9K
$849K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68New |
$1.46K - $1.58K
|
68
$1.66K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20.2KNew |
$397K - $446K
|
20.2K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
749New |
$14.7K - $16.6K
|
749
$18.3K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546New |
$11K - $11.8K
|
546
$13.3K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
420KNew |
$8.62M - $9M
|
420K
$10.2M
|
|