Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
201KNew |
$6M - $6.19M
|
201K
$7.82M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
140KNew |
$4.18M - $4.31M
|
140K
$5.45M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
122KNew |
$3.63M - $3.75M
|
122K
$4.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.3K+ 136.12% |
$2.58M - $2.66M
|
150K
$5.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.1KNew |
$2.06M - $2.13M
|
69.1K
$2.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.4K+ 259.45% |
$2.01M - $2.08M
|
93.4K
$3.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
50.5KNew |
$1.51M - $1.56M
|
50.5K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
44.1K+ 10.27% |
$1.32M - $1.36M
|
474K
$18.5M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
33.6KNew |
$1M - $1.04M
|
33.6K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.5KNew |
$822K - $849K
|
27.5K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.7K+ 96.01% |
$649K - $671K
|
44.4K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.3KNew |
$606K - $626K
|
20.3K
$791K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
20.1KNew |
$601K - $621K
|
20.1K
$785K
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.4KNew |
$340K - $351K
|
11.4K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
6.68KNew |
$200K - $206K
|
6.68K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.47K+ 10.31% |
$134K - $138K
|
47.9K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.03K+ 28.44% |
$120K - $124K
|
18.2K
$709K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.51K+ 14.75% |
$105K - $108K
|
27.3K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.73K+ 1.99% |
$81.4K - $84K
|
140K
$5.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.59K+ 6.23% |
$77.3K - $79.8K
|
44.2K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.88K+ 9.43% |
$56.1K - $57.9K
|
21.8K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.55KNew |
$46.3K - $47.8K
|
1.55K
$60.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47KNew |
$43.8K - $45.3K
|
1.47K
$57.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 2.75% |
$32.7K - $33.8K
|
40.9K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
292+ 4.31% |
$8.72K - $9K
|
7.06K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
250New |
$7.47K - $7.71K
|
250
$9.74K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
48New |
$1.43K - $1.48K
|
48
$1.87K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
42+ 0.43% |
$1.25K - $1.29K
|
9.77K
$381K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14+ 0.04% |
$418 - $432
|
35.2K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
13New |
$388 - $401
|
13
$506
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$328 - $339
|
11
$429
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-88- 0.02% |
$2.63K - $2.71K
|
358K
$14M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 0.4% |
$4.18K - $4.32K
|
35K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-317- 2.85% |
$9.47K - $9.77K
|
10.8K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-500- 10.87% |
$14.9K - $15.4K
|
4.1K
$160K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-715- 25.26% |
$21.3K - $22K
|
2.12K
$82.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.25K- 8.21% |
$37.2K - $38.4K
|
13.9K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.68K- 14.15% |
$79.9K - $82.5K
|
16.2K
$633K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.03K- 23.02% |
$90.6K - $93.5K
|
10.1K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.28K- 35.37% |
$128K - $132K
|
7.81K
$304K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-5.04K- 50.92% |
$150K - $155K
|
4.85K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.3K- 32.91% |
$188K - $194K
|
12.8K
$500K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.65K- 49.3% |
$228K - $236K
|
7.87K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.5K- 37.54% |
$1.06M - $1.09M
|
59.1K
$2.3M
|