Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.49MNew |
$73.2M - $76.4M
|
2.49M
$95.8M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
109K+ 25.31% |
$3.2M - $3.34M
|
539K
$20.7M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.7K+ 24.56% |
$2.28M - $2.38M
|
394K
$15.2M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65.8KNew |
$1.93M - $2.01M
|
65.8K
$2.53M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58.1KNew |
$1.71M - $1.78M
|
58.1K
$2.23M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.4K+ 155.26% |
$1.69M - $1.76M
|
94.4K
$3.63M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.7K+ 66.61% |
$1.37M - $1.43M
|
117K
$4.49M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
45.6KNew |
$1.34M - $1.4M
|
45.6K
$1.75M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35.3K+ 210.33% |
$1.04M - $1.08M
|
52.1K
$2M
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22.1KNew |
$648K - $676K
|
22.1K
$848K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20.9KNew |
$615K - $641K
|
20.9K
$805K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
20.5KNew |
$601K - $626K
|
20.5K
$786K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2KNew |
$565K - $589K
|
19.2K
$739K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.5K+ 13.24% |
$513K - $534K
|
149K
$5.73M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 109.02% |
$495K - $516K
|
32.3K
$1.24M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 100.0% |
$367K - $383K
|
25K
$961K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.9KNew |
$351K - $366K
|
11.9K
$459K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3K+ 74.69% |
$332K - $347K
|
26.5K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.3KNew |
$331K - $345K
|
11.3K
$433K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$322K - $336K
|
11K
$422K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.85K+ 14.8% |
$289K - $302K
|
76.4K
$2.94M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.84KNew |
$289K - $301K
|
9.84K
$378K
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
8.61KNew |
$253K - $264K
|
8.61K
$331K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.6KNew |
$223K - $233K
|
7.6K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.46KNew |
$219K - $228K
|
7.46K
$287K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.2KNew |
$211K - $221K
|
7.2K
$277K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.36K+ 68.83% |
$157K - $164K
|
13.2K
$505K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.66K+ 1.27% |
$78.2K - $81.5K
|
212K
$8.14M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 2.57% |
$30.9K - $32.2K
|
42K
$1.61M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
51New |
$1.5K - $1.56K
|
51
$1.96K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
14New |
$411 - $429
|
14
$538
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$323 - $337
|
11
$423
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-15- 0.15% |
$441 - $459
|
9.85K
$378K
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-37- 0.3% |
$1.09K - $1.13K
|
12.5K
$480K
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-39- 0.11% |
$1.15K - $1.19K
|
35.8K
$1.38M
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-56- 0.32% |
$1.64K - $1.72K
|
17.4K
$667K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-168- 0.64% |
$4.93K - $5.15K
|
26.1K
$1M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-481- 37.4% |
$14.1K - $14.7K
|
805
$30.9K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-650- 4.09% |
$19.1K - $19.9K
|
15.3K
$586K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.85K- 1.26% |
$54.2K - $56.5K
|
144K
$5.54M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.22K- 4.29% |
$65.3K - $68.1K
|
49.5K
$1.9M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.77K- 20.11% |
$81.4K - $84.8K
|
11K
$423K
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-3.09K- 25.15% |
$90.9K - $94.8K
|
9.21K
$354K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.7K- 21.15% |
$109K - $113K
|
13.8K
$529K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-4.62K- 51.87% |
$136K - $141K
|
4.29K
$165K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.02K- 31.5% |
$206K - $215K
|
15.3K
$586K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 9.97% |
$206K - $215K
|
63.4K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.9K- 57.71% |
$349K - $364K
|
8.71K
$335K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.5K- 24.2% |
$396K - $414K
|
42.3K
$1.62M
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-16.7K- 3.14% |
$491K - $512K
|
515K
$19.8M
|