Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (DMAR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
137KNew |
$4.14M - $4.24M
|
137K
$5.28M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
89.5K+ 716.55% |
$2.7M - $2.76M
|
102K
$3.92M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
79.1K+ 14.67% |
$2.38M - $2.44M
|
618K
$23.8M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30K+ 227.97% |
$903K - $926K
|
43.1K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.5K+ 894.22% |
$889K - $912K
|
32.8K
$1.26M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.4KNew |
$855K - $877K
|
28.4K
$1.09M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.7KNew |
$533K - $546K
|
17.7K
$680K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.6KNew |
$530K - $543K
|
17.6K
$676K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.5K+ 69.6% |
$527K - $540K
|
42.6K
$1.64M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.9KNew |
$508K - $520K
|
16.9K
$648K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 77.88% |
$451K - $463K
|
34.2K
$1.31M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.5KNew |
$346K - $355K
|
11.5K
$442K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
10.8KNew |
$326K - $335K
|
10.8K
$416K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5K+ 24.97% |
$316K - $324K
|
52.5K
$2.02M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
9.38KNew |
$282K - $290K
|
9.38K
$360K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.87KNew |
$267K - $274K
|
8.87K
$341K
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8.25KNew |
$248K - $255K
|
8.25K
$317K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.45K+ 29.8% |
$224K - $230K
|
32.5K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7.17KNew |
$216K - $221K
|
7.17K
$276K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.02K+ 45.99% |
$211K - $217K
|
22.3K
$856K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7KNew |
$211K - $216K
|
7K
$269K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.87KNew |
$177K - $181K
|
5.87K
$226K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.5K+ 4.77% |
$136K - $139K
|
98.9K
$3.8M
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.45K+ 37.25% |
$134K - $137K
|
16.4K
$630K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.43K+ 6.99% |
$133K - $137K
|
67.8K
$2.6M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.02K+ 36.58% |
$121K - $124K
|
15K
$577K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.76KNew |
$83.1K - $85.2K
|
2.76K
$106K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.15KNew |
$64.9K - $66.5K
|
2.15K
$82.8K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.29K+ 30.14% |
$38.9K - $39.9K
|
5.58K
$214K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.28KNew |
$38.4K - $39.4K
|
1.28K
$49K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.14K+ 13.13% |
$34.4K - $35.3K
|
9.85K
$379K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1KNew |
$30.1K - $30.9K
|
1K
$38.4K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
925New |
$27.9K - $28.6K
|
925
$35.5K
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
546+ 6.34% |
$16.4K - $16.9K
|
9.16K
$352K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
535New |
$16.1K - $16.5K
|
535
$20.6K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$15.1K - $15.4K
|
500
$19.2K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
450+ 1.21% |
$13.6K - $13.9K
|
37.5K
$1.44M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
420+ 105.0% |
$12.7K - $13K
|
820
$31.5K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$5.24K - $5.37K
|
174
$6.69K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
155+ 0.76% |
$4.67K - $4.79K
|
20.6K
$792K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.42K - $1.45K
|
47
$1.81K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31+ 0.42% |
$934 - $957
|
7.49K
$288K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 3.92% |
$60.2 - $61.8
|
53
$2.04K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 18.18% |
$60.2 - $61.8
|
9
$346
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-9- 64.29% |
$271 - $278
|
5
$192
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-370- 2.13% |
$11.1K - $11.4K
|
17K
$653K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 75.0% |
$18.1K - $18.5K
|
200
$7.69K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-755- 3.61% |
$22.7K - $23.3K
|
20.2K
$776K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-866- 8.8% |
$26.1K - $26.7K
|
8.98K
$345K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.28K- 1.09% |
$38.5K - $39.5K
|
116K
$4.44M
|