Purchases and Sales Made in Q4 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 Q4 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 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
185KNew |
$6.25M - $6.65M
|
185K
$8.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.1K+ 132.88% |
$3.25M - $3.47M
|
169K
$7.84M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
79.1KNew |
$2.68M - $2.85M
|
79.1K
$3.68M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
78.9KNew |
$2.67M - $2.85M
|
78.9K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
60.9KNew |
$2.06M - $2.2M
|
60.9K
$2.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
35KNew |
$1.18M - $1.26M
|
35K
$1.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.2KNew |
$684K - $729K
|
20.2K
$941K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.2KNew |
$649K - $692K
|
19.2K
$892K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
18.1K+ 100.19% |
$612K - $652K
|
36.1K
$1.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
17.9KNew |
$606K - $646K
|
17.9K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16KNew |
$541K - $577K
|
16K
$744K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.2KNew |
$514K - $548K
|
15.2K
$707K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
13.9KNew |
$470K - $501K
|
13.9K
$646K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7KNew |
$397K - $423K
|
11.7K
$546K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
10.2KNew |
$344K - $367K
|
10.2K
$473K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.19K+ 247.1% |
$311K - $332K
|
12.9K
$601K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.71K+ 145.57% |
$295K - $314K
|
14.7K
$684K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.38KNew |
$284K - $302K
|
8.38K
$390K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$214K - $229K
|
6.34K
$295K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$173K - $185K
|
5.12K
$238K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.95K+ 17.63% |
$167K - $178K
|
33K
$1.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.32K+ 26.67% |
$113K - $120K
|
15.8K
$735K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.81K+ 5.56% |
$95.1K - $101K
|
53.4K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.51KNew |
$51.1K - $54.5K
|
1.51K
$70.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
975+ 12.3% |
$33K - $35.2K
|
8.9K
$414K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
923+ 1.63% |
$31.2K - $33.3K
|
57.5K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
805+ 6.25% |
$27.2K - $29K
|
13.7K
$637K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
617+ 6.41% |
$20.9K - $22.3K
|
10.2K
$476K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
500+ 166.67% |
$16.9K - $18K
|
800
$37.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
300New |
$10.2K - $10.8K
|
300
$14K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
140+ 19.31% |
$4.74K - $5.05K
|
865
$40.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100New |
$3.39K - $3.61K
|
100
$4.65K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-255- 0.33% |
$8.63K - $9.2K
|
76.3K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.44K- 6.39% |
$82.7K - $88.1K
|
35.8K
$1.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-3.66K- 59.91% |
$124K - $132K
|
2.45K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.18K- 19.17% |
$141K - $151K
|
17.6K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.12KClosed |
$207K - $221K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.35K- 78.74% |
$249K - $265K
|
1.98K
$92.3K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.9K- 64.63% |
$370K - $394K
|
5.98K
$278K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12K- 52.54% |
$407K - $434K
|
10.9K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12.6KClosed |
$426K - $454K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.8K- 68.77% |
$467K - $498K
|
6.27K
$292K
|