Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest U (XDEC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST U .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
962K+ 689.34% |
$28.5M - $30M
|
1.1M
$41.1M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
309KNew |
$9.15M - $9.65M
|
309K
$11.5M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
308KNew |
$9.13M - $9.62M
|
308K
$11.5M
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
254KNew |
$7.53M - $7.93M
|
254K
$9.48M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
162K+ 47.45% |
$4.81M - $5.07M
|
504K
$18.8M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
161KNew |
$4.76M - $5.01M
|
161K
$5.99M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147K+ 34.11% |
$4.35M - $4.58M
|
577K
$21.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
146K+ 412.79% |
$4.34M - $4.57M
|
182K
$6.79M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127K+ 269.36% |
$3.78M - $3.98M
|
175K
$6.52M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.6K+ 5.68% |
$2.65M - $2.8M
|
1.67M
$62.1M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
81.7KNew |
$2.42M - $2.55M
|
81.7K
$3.05M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
79.5KNew |
$2.36M - $2.48M
|
79.5K
$2.97M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
78.4KNew |
$2.32M - $2.45M
|
78.4K
$2.92M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.5K+ 15.02% |
$1.85M - $1.95M
|
479K
$17.9M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60.8K+ 2278.84% |
$1.8M - $1.9M
|
63.5K
$2.37M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
42.5K+ 15.18% |
$1.26M - $1.33M
|
323K
$12M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.9KNew |
$1.24M - $1.31M
|
41.9K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.6K+ 11.0% |
$1.06M - $1.11M
|
359K
$13.4M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
32.9KNew |
$974K - $1.03M
|
32.9K
$1.23M
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
27.9KNew |
$827K - $872K
|
27.9K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.5KNew |
$754K - $795K
|
25.5K
$950K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.9K+ 23.44% |
$737K - $777K
|
131K
$4.89M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24.9KNew |
$736K - $776K
|
24.9K
$927K
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24.4KNew |
$722K - $761K
|
24.4K
$909K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19.8K+ 185.06% |
$587K - $618K
|
30.5K
$1.14M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.6K+ 16.88% |
$581K - $612K
|
136K
$5.07M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.5KNew |
$579K - $610K
|
19.5K
$729K
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
19.1K+ 31.05% |
$566K - $597K
|
80.7K
$3.01M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.4KNew |
$545K - $574K
|
18.4K
$686K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$510K - $538K
|
17.2K
$642K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$510K - $538K
|
17.2K
$642K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.6KNew |
$493K - $519K
|
16.6K
$621K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 17.84% |
$347K - $366K
|
77.5K
$2.89M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$339K - $357K
|
11.4K
$427K
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10.1KNew |
$299K - $315K
|
10.1K
$377K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.35KNew |
$277K - $292K
|
9.35K
$349K
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
7.04K+ 1.1% |
$208K - $220K
|
645K
$24.1M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.27K+ 98.09% |
$186K - $196K
|
12.7K
$473K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.82K+ 27.74% |
$143K - $151K
|
22.2K
$828K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.7K+ 9.89% |
$139K - $147K
|
52.2K
$1.95M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.53K+ 24.61% |
$105K - $110K
|
17.9K
$667K
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.49K+ 42.11% |
$103K - $109K
|
11.8K
$439K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.6KNew |
$77K - $81.1K
|
2.6K
$96.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22KNew |
$65.9K - $69.4K
|
2.22K
$83K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.21K+ 2.65% |
$65.4K - $69K
|
85.6K
$3.19M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.9K+ 5.78% |
$56.2K - $59.3K
|
34.7K
$1.29M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 2.49% |
$50.4K - $53.1K
|
69.9K
$2.61M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 8.16% |
$44.8K - $47.3K
|
20.1K
$748K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
647+ 6.92% |
$19.2K - $20.2K
|
10K
$373K
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
340New |
$10.1K - $10.6K
|
340
$12.7K
|