Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
87K+ 18.24% |
$2.89M - $3.11M
|
564K
$26.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
86.8K+ 24.94% |
$2.89M - $3.1M
|
435K
$20.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79.2KNew |
$2.63M - $2.83M
|
79.2K
$3.69M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.5K+ 33.77% |
$1.78M - $1.91M
|
212K
$9.86M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
42.4KNew |
$1.41M - $1.51M
|
42.4K
$1.97M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.8KNew |
$989K - $1.06M
|
29.8K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.7K+ 18.06% |
$854K - $919K
|
168K
$7.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
20.2K+ 8.37% |
$670K - $721K
|
261K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.7K+ 54.0% |
$621K - $669K
|
53.3K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.35K+ 116.58% |
$311K - $334K
|
17.4K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.95KNew |
$297K - $320K
|
8.95K
$417K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.45KNew |
$248K - $266K
|
7.45K
$347K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.46KNew |
$215K - $231K
|
6.46K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.3KNew |
$209K - $225K
|
6.3K
$293K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.91KNew |
$196K - $211K
|
5.91K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.36K+ 10.23% |
$145K - $156K
|
47K
$2.19M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.98K+ 9.13% |
$132K - $142K
|
47.6K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.3K+ 265.17% |
$110K - $118K
|
4.55K
$212K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.84K+ 23.37% |
$61.2K - $65.9K
|
9.73K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.67K+ 9.84% |
$55.5K - $59.7K
|
18.6K
$867K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 13.4% |
$43.2K - $46.4K
|
11K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 7.29% |
$42.6K - $45.8K
|
18.8K
$877K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.18KNew |
$39.2K - $42.2K
|
1.18K
$54.9K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.07KNew |
$35.4K - $38.1K
|
1.07K
$49.7K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
590+ 5.6% |
$19.6K - $21.1K
|
11.1K
$518K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
466+ 13.84% |
$15.5K - $16.7K
|
3.83K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
433New |
$14.4K - $15.5K
|
433
$20.2K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
350+ 3.2% |
$11.6K - $12.5K
|
11.3K
$525K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
300+ 1.36% |
$9.97K - $10.7K
|
22.3K
$1.04M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
300+ 0.69% |
$9.97K - $10.7K
|
43.6K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
124New |
$4.12K - $4.43K
|
124
$5.77K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57- 0.26% |
$1.89K - $2.04K
|
21.9K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-139- 1.19% |
$4.62K - $4.97K
|
11.6K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-286- 2.89% |
$9.5K - $10.2K
|
9.62K
$448K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-370- 2.48% |
$12.3K - $13.2K
|
14.5K
$676K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-392- 7.35% |
$13K - $14K
|
4.94K
$230K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-424- 0.38% |
$14.1K - $15.2K
|
110K
$5.13M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-443- 9.86% |
$14.7K - $15.8K
|
4.05K
$189K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-525- 5.58% |
$17.4K - $18.8K
|
8.89K
$414K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-682- 2.24% |
$22.7K - $24.4K
|
29.8K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-932- 3.05% |
$31K - $33.3K
|
29.6K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.17K- 2.5% |
$38.7K - $41.6K
|
45.5K
$2.12M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 9.41% |
$49.7K - $53.5K
|
14.4K
$671K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.93K- 25.82% |
$97.4K - $105K
|
8.43K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.98K- 8.37% |
$132K - $142K
|
43.6K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.23K- 12.81% |
$140K - $151K
|
28.8K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.42K- 8.92% |
$147K - $158K
|
45.1K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.45K- 13.46% |
$148K - $159K
|
28.6K
$1.33M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.86K- 33.09% |
$162K - $174K
|
9.84K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.84K- 8.69% |
$194K - $209K
|
61.3K
$2.85M
|