Purchases and Sales Made in Q4 2023 in First Tr ETF Fd Viii Skybridge (CRPT)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Skybridge (CRPT) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII SKYBRIDGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
171KNew |
$794K - $1.95M
|
171K
$3.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
106K+ 87.6% |
$492K - $1.21M
|
228K
$4.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.5KNew |
$155K - $381K
|
33.5K
$626K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29KNew |
$134K - $330K
|
29K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.5KNew |
$109K - $267K
|
23.5K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.4K+ 100.63% |
$99K - $243K
|
42.6K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.3KNew |
$75.5K - $186K
|
16.3K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11KNew |
$50.8K - $125K
|
11K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.18KNew |
$42.5K - $104K
|
9.18K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.42K+ 27.74% |
$39K - $95.7K
|
38.8K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 4.25% |
$9.47K - $23.3K
|
50.2K
$938K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
1.96K+ 11.0% |
$9.08K - $22.3K
|
19.8K
$370K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.25K+ 119.46% |
$5.77K - $14.2K
|
2.29K
$42.8K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
828+ 7.34% |
$3.83K - $9.41K
|
12.1K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
732New |
$3.39K - $8.32K
|
732
$13.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
682+ 3.81% |
$3.16K - $7.75K
|
18.6K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
125New |
$579 - $1.42K
|
125
$2.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
76New |
$352 - $864
|
76
$1.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$4.63 - $11.4
|
1
$18.7
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7- 87.5% |
$32.4 - $79.6
|
1
$18.7
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 71.43% |
$463 - $1.14K
|
40
$748
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-154- 1.27% |
$713 - $1.75K
|
11.9K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-235- 0.49% |
$1.09K - $2.67K
|
48K
$897K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-400- 3.45% |
$1.85K - $4.55K
|
11.2K
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-615- 2.09% |
$2.85K - $6.99K
|
28.8K
$539K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-615- 2.09% |
$2.85K - $6.99K
|
28.8K
$539K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.2K- 7.83% |
$10.2K - $25K
|
25.9K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.77K- 4.35% |
$12.8K - $31.4K
|
60.8K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.2K- 24.35% |
$103K - $252K
|
68.9K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-83.8K- 49.75% |
$388K - $953K
|
84.7K
$1.58M
|