Purchases and Sales Made in Q4 2023 in First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII FT CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-843- 6.05% |
$28.7K - $32.6K
|
13.1K
$568K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 32.31% |
$34.1K - $38.7K
|
2.1K
$90.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.06K- 1.54% |
$36K - $40.8K
|
67.3K
$2.92M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.59K- 17.38% |
$54.3K - $61.6K
|
7.57K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.3K- 6.72% |
$78.3K - $88.9K
|
31.9K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.45K- 9.39% |
$83.5K - $94.9K
|
23.6K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.57K- 22.95% |
$87.4K - $99.4K
|
8.61K
$374K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.99K- 5.93% |
$102K - $116K
|
47.4K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.04K- 33.35% |
$104K - $118K
|
6.08K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.85K- 6.28% |
$131K - $149K
|
57.4K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-5.54K- 43.5% |
$189K - $214K
|
7.19K
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.61K- 12.63% |
$191K - $217K
|
38.8K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.43K- 11.68% |
$219K - $249K
|
48.6K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.81K- 34.01% |
$232K - $264K
|
13.2K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.99K- 53.35% |
$238K - $270K
|
6.11K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.01K- 12.03% |
$239K - $272K
|
51.3K
$2.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7.21K- 14.55% |
$246K - $279K
|
42.3K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.37K- 71.73% |
$251K - $285K
|
2.9K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.62K- 10.38% |
$260K - $295K
|
65.8K
$2.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.7K- 65.82% |
$364K - $414K
|
5.55K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.1K- 66.56% |
$377K - $428K
|
5.55K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32K- 10.37% |
$1.09M - $1.24M
|
277K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-43.7K- 78.52% |
$1.49M - $1.69M
|
12K
$519K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-74.2K- 64.19% |
$2.53M - $2.87M
|
41.4K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-262K- 38.31% |
$8.92M - $10.1M
|
421K
$18.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-306K- 97.46% |
$10.4M - $11.9M
|
8K
$347K
|