Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
49.2KNew |
$1.52M - $1.63M
|
49.2K
$2.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
27.8KNew |
$858K - $921K
|
27.8K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.7KNew |
$452K - $485K
|
14.7K
$632K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9K+ 123.14% |
$336K - $360K
|
19.7K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.96KNew |
$307K - $329K
|
9.96K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.39KNew |
$289K - $310K
|
9.39K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.47KNew |
$230K - $247K
|
7.47K
$322K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.41KNew |
$228K - $245K
|
7.41K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.89K+ 49.18% |
$212K - $228K
|
20.9K
$900K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.64K+ 7.53% |
$205K - $219K
|
94.8K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.55K+ 13.48% |
$202K - $216K
|
55.1K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.4KNew |
$197K - $212K
|
6.4K
$276K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.5K+ 45.56% |
$139K - $149K
|
14.4K
$619K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47K+ 22.52% |
$138K - $148K
|
24.3K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4KNew |
$123K - $132K
|
4K
$172K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.44K+ 21.12% |
$75.1K - $80.5K
|
14K
$602K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 5.58% |
$44.4K - $47.6K
|
27.2K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1K+ 10.05% |
$30.8K - $33.1K
|
11K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
868+ 2.91% |
$26.8K - $28.7K
|
30.7K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$15.4K - $16.5K
|
500
$21.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
433+ 4.84% |
$13.3K - $14.3K
|
9.38K
$404K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 0.08% |
$1.82K - $1.95K
|
74.4K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-355- 2.41% |
$10.9K - $11.7K
|
14.4K
$619K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-672- 1.87% |
$20.7K - $22.2K
|
35.3K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 9.13% |
$41.1K - $44.1K
|
13.3K
$572K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.46K- 7.59% |
$45.1K - $48.3K
|
17.8K
$766K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.75K- 22.15% |
$54K - $57.9K
|
6.15K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 12.78% |
$78.5K - $84.1K
|
17.4K
$748K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.6K- 8.26% |
$80.2K - $86K
|
28.9K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.49K- 17.09% |
$138K - $149K
|
21.8K
$938K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.58K- 9.45% |
$141K - $151K
|
43.9K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.81K- 47.01% |
$241K - $258K
|
8.8K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.45K- 9.38% |
$291K - $313K
|
91.3K
$3.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21.2K- 55.48% |
$653K - $701K
|
17K
$732K
|