Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
176K+ 1088.96% |
$5.56M - $6.04M
|
192K
$8.95M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 237.72% |
$4.81M - $5.22M
|
217K
$10.1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 990.47% |
$4.76M - $5.17M
|
166K
$7.73M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
141KNew |
$4.45M - $4.83M
|
141K
$6.56M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
141K+ 68.24% |
$4.44M - $4.82M
|
347K
$16.1M
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
126KNew |
$3.97M - $4.31M
|
126K
$5.86M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106KNew |
$3.36M - $3.65M
|
106K
$4.95M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.3K+ 149.23% |
$2.25M - $2.44M
|
119K
$5.54M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.1KNew |
$1.71M - $1.86M
|
54.1K
$2.52M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.6KNew |
$1.6M - $1.73M
|
50.6K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47.6KNew |
$1.5M - $1.63M
|
47.6K
$2.22M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.3KNew |
$1.46M - $1.59M
|
46.3K
$2.16M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
36KNew |
$1.13M - $1.23M
|
36K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.7KNew |
$1.07M - $1.16M
|
33.7K
$1.57M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31K+ 119.31% |
$979K - $1.06M
|
57K
$2.65M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.9KNew |
$976K - $1.06M
|
30.9K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.7KNew |
$967K - $1.05M
|
30.7K
$1.43M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.5KNew |
$930K - $1.01M
|
29.5K
$1.37M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
27.9KNew |
$879K - $954K
|
27.9K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
24.4KNew |
$771K - $837K
|
24.4K
$1.14M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
22.1KNew |
$697K - $757K
|
22.1K
$1.03M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
17.2KNew |
$541K - $588K
|
17.2K
$798K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.9KNew |
$533K - $579K
|
16.9K
$787K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.8KNew |
$531K - $577K
|
16.8K
$783K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.6KNew |
$524K - $569K
|
16.6K
$772K
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.3KNew |
$515K - $560K
|
16.3K
$760K
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
13KNew |
$411K - $446K
|
13K
$606K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12K+ 264.73% |
$379K - $412K
|
16.5K
$770K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
10.5KNew |
$332K - $361K
|
10.5K
$490K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.91KNew |
$313K - $340K
|
9.91K
$461K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.36KNew |
$295K - $321K
|
9.36K
$435K
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.91KNew |
$281K - $305K
|
8.91K
$415K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8.63KNew |
$272K - $296K
|
8.63K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.62K+ 2874.33% |
$272K - $296K
|
8.92K
$415K
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.45K+ 11.03% |
$267K - $290K
|
85K
$3.96M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.73KNew |
$244K - $265K
|
7.73K
$360K
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
7.54KNew |
$238K - $258K
|
7.54K
$351K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.36K+ 18.36% |
$232K - $252K
|
47.4K
$2.21M
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
7.26K+ 62.39% |
$229K - $249K
|
18.9K
$879K
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.96KNew |
$220K - $239K
|
6.96K
$324K
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.45K+ 8.3% |
$141K - $153K
|
58.1K
$2.7M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.25K+ 649.0% |
$102K - $111K
|
3.75K
$174K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.81KNew |
$88.7K - $96.3K
|
2.81K
$131K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.58K+ 182.07% |
$81.4K - $88.4K
|
4K
$186K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.29KNew |
$72.4K - $78.6K
|
2.29K
$107K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.99K+ 36.79% |
$62.7K - $68.1K
|
7.38K
$344K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92K+ 10.51% |
$60.7K - $65.9K
|
20.2K
$941K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.63K+ 9.72% |
$51.4K - $55.9K
|
18.4K
$856K
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.55K+ 15.28% |
$49K - $53.2K
|
11.7K
$545K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.39K+ 18.69% |
$43.7K - $47.5K
|
8.8K
$410K
|