Purchases and Sales Made in Q1 2023 in First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6K+ 237.17% |
$760K - $805K
|
33.6K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
21.7KNew |
$699K - $741K
|
21.7K
$936K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.4K+ 98.43% |
$465K - $492K
|
29.1K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4KNew |
$366K - $388K
|
11.4K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 96.44% |
$340K - $360K
|
21.5K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.75K+ 49.4% |
$314K - $332K
|
29.5K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.59KNew |
$212K - $225K
|
6.59K
$284K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.07K+ 35.67% |
$195K - $207K
|
23.1K
$994K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6KNew |
$193K - $205K
|
6K
$258K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.5K+ 45.56% |
$145K - $153K
|
14.4K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.85KNew |
$91.7K - $97.1K
|
2.85K
$123K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 17.47% |
$49.5K - $52.4K
|
10.3K
$445K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
675New |
$21.7K - $23K
|
675
$29.1K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
377+ 1.07% |
$12.1K - $12.9K
|
35.7K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
199New |
$6.41K - $6.78K
|
199
$8.57K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
130New |
$4.18K - $4.43K
|
130
$5.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-106- 0.39% |
$3.41K - $3.61K
|
27.1K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-133- 3.32% |
$4.28K - $4.53K
|
3.87K
$167K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-172- 0.35% |
$5.54K - $5.86K
|
49.1K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-275- 1.09% |
$8.85K - $9.37K
|
24.9K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-336- 2.93% |
$10.8K - $11.5K
|
11.1K
$479K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-433- 3.26% |
$13.9K - $14.8K
|
12.8K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-589- 0.79% |
$19K - $20.1K
|
73.9K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.67K- 12.44% |
$53.8K - $57K
|
11.8K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.66K- 2.8% |
$85.5K - $90.5K
|
92.1K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.5K- 14.8% |
$209K - $221K
|
37.4K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.27K- 47.6% |
$266K - $282K
|
9.1K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.28K- 9.07% |
$267K - $282K
|
83.1K
$3.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.82K- 42.2% |
$284K - $301K
|
12.1K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.9K- 35.51% |
$351K - $372K
|
19.8K
$853K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 48.38% |
$379K - $401K
|
12.6K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.9K- 41.16% |
$383K - $405K
|
17K
$732K
|