Purchases and Sales Made in Q1 2022 in First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 9.71% |
$545K - $591K
|
185K
$8.6M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.3KNew |
$544K - $590K
|
16.3K
$760K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$389K - $422K
|
11.7K
$544K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.06K+ 15.33% |
$302K - $327K
|
68.2K
$3.17M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9K+ 69.18% |
$300K - $325K
|
22K
$1.02M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
7.88KNew |
$262K - $284K
|
7.88K
$367K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.47K+ 62.86% |
$216K - $234K
|
16.8K
$780K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.14KNew |
$205K - $222K
|
6.14K
$286K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.21K+ 15.78% |
$174K - $188K
|
38.2K
$1.78M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.42K+ 172.21% |
$114K - $123K
|
5.4K
$251K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.66KNew |
$55.3K - $60K
|
1.66K
$77.3K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
660+ 4.82% |
$22K - $23.8K
|
14.3K
$667K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
408+ 0.54% |
$13.6K - $14.7K
|
76.6K
$3.56M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
400+ 4.49% |
$13.3K - $14.4K
|
9.3K
$433K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
316+ 2.7% |
$10.5K - $11.4K
|
12K
$560K
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
285+ 1.59% |
$9.5K - $10.3K
|
18.2K
$847K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
210+ 24.28% |
$7K - $7.59K
|
1.08K
$50K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
26+ 1.06% |
$867 - $939
|
2.48K
$115K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-87- 0.24% |
$2.9K - $3.14K
|
35.7K
$1.66M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.33K - $3.61K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-125- 0.16% |
$4.17K - $4.52K
|
76.2K
$3.54M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-378- 1.05% |
$12.6K - $13.7K
|
35.8K
$1.66M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-559- 3.54% |
$18.6K - $20.2K
|
15.2K
$709K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-795- 15.54% |
$26.5K - $28.7K
|
4.32K
$201K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-812- 5.34% |
$27.1K - $29.3K
|
14.4K
$669K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-949- 9.27% |
$31.6K - $34.3K
|
9.29K
$432K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.51KClosed |
$50.4K - $54.6K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.92K- 9.52% |
$64.1K - $69.5K
|
18.3K
$851K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.26K- 16.24% |
$75.2K - $81.5K
|
11.6K
$541K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.03K- 37.08% |
$134K - $146K
|
6.84K
$318K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.49K- 42.5% |
$183K - $198K
|
7.43K
$346K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.67K- 9.87% |
$189K - $205K
|
51.8K
$2.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.34KClosed |
$211K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.58K- 42.97% |
$253K - $274K
|
10.1K
$468K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.38KClosed |
$279K - $303K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-13.1K- 77.62% |
$437K - $474K
|
3.78K
$176K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-19.7K- 56.38% |
$657K - $712K
|
15.2K
$710K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-63.3K- 80.0% |
$2.11M - $2.28M
|
15.8K
$736K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-76.7K- 97.25% |
$2.56M - $2.77M
|
2.17K
$101K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-90.9K- 49.29% |
$3.03M - $3.28M
|
93.6K
$4.35M
|