Purchases and Sales Made in Q1 2023 in First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
796K+ 8147.27% |
$23.9M - $24.8M
|
806K
$31.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
214K+ 143.16% |
$6.44M - $6.67M
|
364K
$14.2M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163KNew |
$4.9M - $5.07M
|
163K
$6.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.4K+ 158.2% |
$2.81M - $2.91M
|
152K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59.9KNew |
$1.8M - $1.87M
|
59.9K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.8K+ 306.62% |
$1.5M - $1.55M
|
66K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
41.5KNew |
$1.25M - $1.29M
|
41.5K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.9K+ 333.75% |
$1.02M - $1.05M
|
44K
$1.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31.8K+ 71.7% |
$958K - $991K
|
76.2K
$2.97M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
31.5KNew |
$946K - $979K
|
31.5K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20.1KNew |
$605K - $626K
|
20.1K
$784K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.5KNew |
$587K - $607K
|
19.5K
$760K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 38.57% |
$555K - $575K
|
66.3K
$2.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.8KNew |
$505K - $523K
|
16.8K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.7KNew |
$501K - $519K
|
16.7K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.5K+ 44.37% |
$467K - $483K
|
50.5K
$1.97M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$424K - $439K
|
14.1K
$549K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.6KNew |
$320K - $331K
|
10.6K
$414K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
10.2K+ 209.54% |
$306K - $317K
|
15K
$585K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1KNew |
$303K - $314K
|
10.1K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.66KNew |
$260K - $270K
|
8.66K
$337K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8.09KNew |
$243K - $252K
|
8.09K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.79KNew |
$234K - $242K
|
7.79K
$303K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.64K+ 1.61% |
$230K - $238K
|
481K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.5KNew |
$226K - $234K
|
7.5K
$292K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.22K+ 66.78% |
$217K - $225K
|
18K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.13KNew |
$215K - $222K
|
7.13K
$278K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$171K - $177K
|
5.67K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 4.98% |
$140K - $145K
|
98K
$3.82M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.19K+ 17.54% |
$95.9K - $99.3K
|
21.4K
$833K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.45K+ 54.87% |
$73.7K - $76.3K
|
6.92K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.23K+ 8.08% |
$66.9K - $69.3K
|
29.8K
$1.16M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.75K+ 14.85% |
$52.7K - $54.6K
|
13.6K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.69KNew |
$50.9K - $52.7K
|
1.69K
$66K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.63KNew |
$49K - $50.7K
|
1.63K
$63.4K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.6KNew |
$48.1K - $49.8K
|
1.6K
$62.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1.37KNew |
$41.2K - $42.7K
|
1.37K
$53.4K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.09KNew |
$32.7K - $33.9K
|
1.09K
$42.4K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
821New |
$24.7K - $25.6K
|
821
$32K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
800+ 54.5% |
$24.1K - $24.9K
|
2.27K
$88.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
675New |
$20.3K - $21K
|
675
$26.3K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
628New |
$18.9K - $19.6K
|
628
$24.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
493+ 3.54% |
$14.8K - $15.4K
|
14.4K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490New |
$14.7K - $15.3K
|
490
$19.1K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
312+ 0.71% |
$9.38K - $9.72K
|
44.5K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
276+ 13.04% |
$8.3K - $8.59K
|
2.39K
$93.2K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
216+ 1.07% |
$6.5K - $6.73K
|
20.4K
$793K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
179New |
$5.38K - $5.57K
|
179
$6.97K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
46New |
$1.38K - $1.43K
|
46
$1.79K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36New |
$1.08K - $1.12K
|
36
$1.4K
|