Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.2KNew |
$1.18M - $1.27M
|
38.2K
$1.65M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25.9KNew |
$801K - $860K
|
25.9K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$514K - $553K
|
16.6K
$716K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
13.4KNew |
$416K - $447K
|
13.4K
$578K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
10.9K+ 1951.79% |
$337K - $362K
|
11.4K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.95KNew |
$308K - $331K
|
9.95K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.65K+ 21.67% |
$268K - $288K
|
48.6K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8K+ 9.98% |
$248K - $266K
|
88.2K
$3.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
6.78KNew |
$210K - $225K
|
6.78K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
6.67KNew |
$207K - $222K
|
6.67K
$287K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.56K+ 49.26% |
$203K - $218K
|
19.9K
$856K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.81K+ 19.29% |
$180K - $193K
|
36K
$1.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.71K+ 42.19% |
$177K - $190K
|
19.3K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.71K+ 42.19% |
$177K - $190K
|
19.3K
$829K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.28K+ 27.39% |
$133K - $142K
|
19.9K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.57K+ 3.68% |
$111K - $119K
|
101K
$4.34M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.9K+ 31.67% |
$58.8K - $63.2K
|
7.9K
$340K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 12.96% |
$51.9K - $55.7K
|
14.6K
$629K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
330+ 13.58% |
$10.2K - $11K
|
2.76K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
213+ 2.44% |
$6.59K - $7.08K
|
8.95K
$385K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
174+ 2.28% |
$5.39K - $5.79K
|
7.81K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
123+ 0.89% |
$3.81K - $4.09K
|
14K
$603K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 4.55% |
$37.2K - $39.9K
|
25.2K
$1.08M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 10.07% |
$51.1K - $54.9K
|
14.7K
$635K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.09K- 9.38% |
$95.5K - $103K
|
29.8K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.08K- 38.19% |
$126K - $136K
|
6.61K
$285K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.17K- 26.54% |
$129K - $139K
|
11.5K
$497K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.41K- 14.79% |
$260K - $280K
|
48.5K
$2.09M
|