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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
260+ 0.84% |
$7.7K - $8.12K
|
31.2K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30New |
$889 - $937
|
30
$1.12K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$889 - $937
|
30
$1.12K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2- 0.01% |
$59.2 - $62.4
|
16.6K
$621K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3- 0.02% |
$88.9 - $93.7
|
16.1K
$600K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-157- 1.31% |
$4.65K - $4.9K
|
11.9K
$442K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-165- 0.53% |
$4.89K - $5.15K
|
30.9K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-392- 2.25% |
$11.6K - $12.2K
|
17K
$634K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-567- 26.17% |
$16.8K - $17.7K
|
1.6K
$59.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.66K- 10.71% |
$49K - $51.7K
|
13.8K
$515K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.48K- 77.16% |
$103K - $109K
|
1.03K
$38.4K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.52K- 3.46% |
$164K - $172K
|
154K
$5.75M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.24K- 20.91% |
$185K - $195K
|
23.6K
$881K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-10.2K- 1.38% |
$303K - $319K
|
731K
$27.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.8K- 85.84% |
$557K - $587K
|
3.1K
$116K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.3K- 67.5% |
$660K - $695K
|
10.7K
$400K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.2K- 34.95% |
$745K - $785K
|
46.8K
$1.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-200K- 76.21% |
$5.92M - $6.24M
|
62.3K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-387K- 59.42% |
$11.5M - $12.1M
|
264K
$9.86M
|