Purchases and Sales Made in Q4 2023 in First Tr ETF Viii Ft Cboe Vest (FNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (FNOV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
261K+ 4035.06% |
$9.76M - $11.1M
|
267K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
186KNew |
$6.96M - $7.91M
|
186K
$8.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
128K+ 265.75% |
$4.77M - $5.42M
|
176K
$8.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.8K+ 769.97% |
$3.7M - $4.2M
|
112K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61.4KNew |
$2.3M - $2.61M
|
61.4K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.8K+ 54.65% |
$2.13M - $2.41M
|
161K
$7.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
53.1KNew |
$1.99M - $2.26M
|
53.1K
$2.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.4K+ 152.4% |
$1.96M - $2.23M
|
86.7K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.4K+ 27.56% |
$1.81M - $2.06M
|
224K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
43.4K+ 35.18% |
$1.62M - $1.84M
|
167K
$8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.6K+ 69.51% |
$1.26M - $1.43M
|
81.8K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.1K+ 5.9% |
$1.09M - $1.24M
|
522K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.1K+ 519.15% |
$1.09M - $1.24M
|
34.7K
$1.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26.9K+ 66.88% |
$1M - $1.14M
|
67K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.6K+ 80.58% |
$847K - $962K
|
50.7K
$2.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
22.3KNew |
$833K - $946K
|
22.3K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.2K+ 69.13% |
$757K - $860K
|
49.5K
$2.38M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
17.1KNew |
$639K - $726K
|
17.1K
$820K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
15.8KNew |
$592K - $672K
|
15.8K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4K+ 14.66% |
$577K - $656K
|
121K
$5.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$564K - $641K
|
15.1K
$724K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.4KNew |
$537K - $610K
|
14.4K
$690K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.4K+ 29.6% |
$502K - $571K
|
58.8K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11.6KNew |
$435K - $494K
|
11.6K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8KNew |
$403K - $458K
|
10.8K
$517K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.2KNew |
$382K - $434K
|
10.2K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$382K - $434K
|
10.2K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
10.1KNew |
$378K - $430K
|
10.1K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$378K - $429K
|
10.1K
$485K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10KNew |
$374K - $425K
|
10K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.7KNew |
$363K - $413K
|
9.7K
$466K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.12K+ 20.72% |
$341K - $388K
|
53.1K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.8K+ 32.13% |
$329K - $374K
|
36.2K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.24K+ 131.61% |
$308K - $350K
|
14.5K
$697K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.07K+ 114.72% |
$302K - $343K
|
15.1K
$726K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.52K+ 15.79% |
$282K - $320K
|
55.2K
$2.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.42K+ 33.62% |
$278K - $315K
|
29.5K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.33KNew |
$274K - $311K
|
7.33K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.06K+ 164.98% |
$264K - $300K
|
11.3K
$544K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6.96KNew |
$260K - $296K
|
6.96K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.34KNew |
$237K - $269K
|
6.34K
$304K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.08KNew |
$227K - $258K
|
6.08K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$218K - $247K
|
5.82K
$279K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.76K+ 18.82% |
$216K - $245K
|
36.4K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.63K+ 14.33% |
$211K - $239K
|
44.9K
$2.16M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.35KNew |
$200K - $227K
|
5.35K
$257K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.32KNew |
$199K - $226K
|
5.32K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
5.28K+ 12.5% |
$198K - $225K
|
47.6K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.2KNew |
$195K - $221K
|
5.2K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.12KNew |
$192K - $218K
|
5.12K
$246K
|