Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-298- 4.77% |
$10.8K - $12K
|
5.95K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-389- 1.03% |
$14K - $15.7K
|
37.5K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-441- 2.76% |
$15.9K - $17.8K
|
15.6K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-540- 1.81% |
$19.5K - $21.7K
|
29.3K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-730- 5.08% |
$26.4K - $29.4K
|
13.6K
$620K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.11K- 1.0% |
$39.9K - $44.5K
|
110K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14K- 1.77% |
$41.2K - $45.9K
|
63.2K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.22K- 13.43% |
$44.1K - $49.1K
|
7.87K
$358K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 19.31% |
$50K - $55.8K
|
5.79K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.4K- 1.3% |
$50.5K - $56.3K
|
107K
$4.84M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.47K- 3.29% |
$53.1K - $59.2K
|
43.2K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.5K- 8.1% |
$54.2K - $60.5K
|
17K
$775K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.55K- 16.18% |
$56K - $62.4K
|
8.04K
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.17K- 28.96% |
$78.2K - $87.1K
|
5.31K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.37K- 7.14% |
$122K - $136K
|
43.9K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.36K- 18.67% |
$157K - $175K
|
19K
$863K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.95K- 37.83% |
$179K - $199K
|
8.14K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6K- 7.54% |
$217K - $241K
|
73.6K
$3.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.19K- 55.88% |
$260K - $290K
|
5.68K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.61K- 16.98% |
$275K - $306K
|
37.2K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 78.19% |
$505K - $563K
|
3.9K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.4K- 39.37% |
$917K - $1.02M
|
39.1K
$1.78M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41.3K- 37.15% |
$1.49M - $1.66M
|
69.9K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72K- 39.25% |
$2.6M - $2.9M
|
112K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-134K- 89.62% |
$4.86M - $5.41M
|
15.6K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-152K- 30.85% |
$5.5M - $6.13M
|
342K
$15.5M
|