Purchases and Sales Made in Q4 2022 in First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN) 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 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
250K+ 74.45% |
$8.5M - $9.33M
|
585K
$29.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
188K+ 1507.56% |
$6.41M - $7.04M
|
201K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
127K+ 1534.44% |
$4.32M - $4.74M
|
135K
$6.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
111K+ 98.37% |
$3.77M - $4.14M
|
223K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
86.3KNew |
$2.94M - $3.23M
|
86.3K
$4.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
69.1K+ 162.99% |
$2.35M - $2.58M
|
112K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
46.9KNew |
$1.6M - $1.75M
|
46.9K
$2.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46.2K+ 100.0% |
$1.57M - $1.73M
|
92.3K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
44.2K+ 204.87% |
$1.5M - $1.65M
|
65.7K
$3.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 9.66% |
$947K - $1.04M
|
316K
$15.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.2K+ 27.22% |
$791K - $868K
|
109K
$5.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.1KNew |
$581K - $638K
|
17.1K
$858K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.17K+ 137.15% |
$312K - $343K
|
15.9K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 108.77% |
$266K - $292K
|
15K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.62KNew |
$259K - $285K
|
7.62K
$383K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.9K+ 32.09% |
$235K - $258K
|
28.4K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.73K+ 18.6% |
$229K - $252K
|
42.9K
$2.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.5K+ 31.34% |
$187K - $206K
|
23K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.65KNew |
$158K - $174K
|
4.65K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.7K+ 21.02% |
$126K - $138K
|
21.3K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 10.18% |
$94.7K - $104K
|
30.1K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.24KNew |
$76.3K - $83.7K
|
2.24K
$113K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.75K+ 24.08% |
$59.6K - $65.4K
|
9.02K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.41KNew |
$47.9K - $52.6K
|
1.41K
$70.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.38K+ 5.75% |
$46.9K - $51.4K
|
25.3K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
985+ 8.77% |
$33.5K - $36.8K
|
12.2K
$614K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
598+ 3.15% |
$20.4K - $22.4K
|
19.6K
$983K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
235+ 0.76% |
$8K - $8.78K
|
31.2K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 1.79% |
$4.8K - $5.27K
|
8.04K
$404K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
119New |
$4.05K - $4.45K
|
119
$5.98K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
47New |
$1.6K - $1.76K
|
47
$2.36K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-100- 0.42% |
$3.4K - $3.74K
|
23.9K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-150- 0.09% |
$5.11K - $5.61K
|
168K
$8.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-165- 0.52% |
$5.62K - $6.17K
|
31.8K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-267- 0.21% |
$9.09K - $9.98K
|
125K
$6.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-429- 1.9% |
$14.6K - $16K
|
22.1K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-466- 3.23% |
$15.9K - $17.4K
|
14K
$702K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 17.86% |
$17K - $18.7K
|
2.3K
$116K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-525- 3.41% |
$17.9K - $19.6K
|
14.9K
$749K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-659- 0.54% |
$22.4K - $24.6K
|
121K
$6.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-805- 1.94% |
$27.4K - $30.1K
|
40.6K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 0.63% |
$35.5K - $39K
|
164K
$8.26M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 5.89% |
$50.2K - $55.1K
|
23.5K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.08K- 2.64% |
$70.8K - $77.8K
|
76.7K
$3.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.28K- 1.84% |
$77.6K - $85.2K
|
122K
$6.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.58K- 7.26% |
$87.9K - $96.5K
|
33K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.73K- 11.05% |
$127K - $139K
|
30K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.43K- 24.1% |
$151K - $165K
|
13.9K
$701K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.26K- 5.75% |
$179K - $197K
|
86.3K
$4.34M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.35K- 7.99% |
$182K - $200K
|
61.6K
$3.1M
|