Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
76.6KNew |
$2.6M - $2.65M
|
76.6K
$3.41M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.2K+ 212.56% |
$1.67M - $1.71M
|
72.4K
$3.23M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.8K+ 378.33% |
$1.59M - $1.62M
|
59.1K
$2.64M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44.7K+ 756.73% |
$1.52M - $1.55M
|
50.6K
$2.25M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.2KNew |
$1.3M - $1.33M
|
38.2K
$1.7M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.1KNew |
$952K - $973K
|
28.1K
$1.25M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.9KNew |
$777K - $794K
|
22.9K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.8KNew |
$740K - $756K
|
21.8K
$972K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.1KNew |
$681K - $696K
|
20.1K
$894K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
18KNew |
$612K - $626K
|
18K
$804K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.9K+ 42.69% |
$574K - $587K
|
56.5K
$2.52M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13KNew |
$441K - $451K
|
13K
$580K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9KNew |
$437K - $447K
|
12.9K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$427K - $437K
|
12.6K
$561K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.5KNew |
$390K - $399K
|
11.5K
$513K
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
9.62KNew |
$326K - $334K
|
9.62K
$429K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
9.41KNew |
$319K - $326K
|
9.41K
$419K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
9.33KNew |
$316K - $323K
|
9.33K
$416K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.93KNew |
$269K - $275K
|
7.93K
$353K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.12KNew |
$208K - $212K
|
6.12K
$273K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.99KNew |
$203K - $208K
|
5.99K
$267K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.64K+ 15.16% |
$55.7K - $56.9K
|
12.5K
$556K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
725New |
$24.6K - $25.1K
|
725
$32.3K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$10.2K - $10.4K
|
300
$13.4K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
293+ 2.93% |
$9.94K - $10.2K
|
10.3K
$459K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.33KClosed |
$45K - $46K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.66KClosed |
$56.4K - $57.7K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 31.98% |
$59.3K - $60.7K
|
3.72K
$166K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.2K- 66.44% |
$381K - $389K
|
5.67K
$253K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-17.1KClosed |
$580K - $593K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-44.3KClosed |
$1.5M - $1.54M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-71.5KClosed |
$2.42M - $2.48M
|
0
$0
|