Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.59M+ 2974.82% |
$143M - $150M
|
4.74M
$177M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.9KNew |
$1.62M - $1.69M
|
51.9K
$1.94M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.1K+ 4.28% |
$1.47M - $1.54M
|
1.15M
$42.8M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.6K+ 65.47% |
$1.3M - $1.36M
|
105K
$3.92M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.3K+ 18.26% |
$915K - $957K
|
190K
$7.09M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.1KNew |
$908K - $950K
|
29.1K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
21.5KNew |
$671K - $702K
|
21.5K
$803K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.2KNew |
$536K - $560K
|
17.2K
$641K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14K+ 54.79% |
$435K - $455K
|
39.4K
$1.47M
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
12.1K+ 1.88% |
$378K - $396K
|
657K
$24.5M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9KNew |
$341K - $357K
|
10.9K
$408K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.84K+ 29.93% |
$307K - $321K
|
42.7K
$1.59M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.16K+ 32.24% |
$223K - $234K
|
29.4K
$1.1M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$232K
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$232K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.7K+ 12.32% |
$53K - $55.5K
|
15.5K
$578K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 1.3% |
$33K - $34.6K
|
82.8K
$3.09M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
995+ 1.16% |
$31K - $32.5K
|
86.6K
$3.23M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
923+ 1.48% |
$28.8K - $30.1K
|
63.3K
$2.36M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
806+ 1.04% |
$25.1K - $26.3K
|
78.3K
$2.92M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
762+ 0.15% |
$23.8K - $24.9K
|
505K
$18.8M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
173+ 1.47% |
$5.4K - $5.64K
|
11.9K
$445K
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
71+ 0.6% |
$2.21K - $2.32K
|
11.9K
$445K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$62.4 - $65.3
|
16.6K
$621K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-36- 0.12% |
$1.12K - $1.17K
|
30.5K
$1.14M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-84- 0.9% |
$2.62K - $2.74K
|
9.26K
$346K
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-156- 0.92% |
$4.87K - $5.09K
|
16.8K
$629K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-216- 1.17% |
$6.74K - $7.05K
|
18.2K
$678K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-589- 22.66% |
$18.4K - $19.2K
|
2.01K
$75K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-604- 7.18% |
$18.8K - $19.7K
|
7.81K
$291K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-698- 45.24% |
$21.8K - $22.8K
|
845
$31.5K
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-736- 6.25% |
$23K - $24K
|
11K
$412K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-920- 2.65% |
$28.7K - $30K
|
33.8K
$1.26M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.39K- 12.95% |
$43.3K - $45.3K
|
9.33K
$348K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 4.86% |
$46.8K - $48.9K
|
29.4K
$1.1M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.98K- 1.13% |
$61.6K - $64.4K
|
173K
$6.45M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.8K- 0.17% |
$87.4K - $91.4K
|
1.66M
$62.1M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.85K- 32.69% |
$182K - $191K
|
12K
$449K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.29K- 2.57% |
$259K - $270K
|
314K
$11.7M
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-8.49K- 3.34% |
$265K - $277K
|
246K
$9.17M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10.2K- 52.06% |
$317K - $332K
|
9.37K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-11.9K- 14.76% |
$372K - $389K
|
68.8K
$2.57M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-15.2K- 61.21% |
$475K - $497K
|
9.65K
$360K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.7K- 66.55% |
$490K - $513K
|
7.9K
$295K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9K- 18.06% |
$1.02M - $1.07M
|
149K
$5.56M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.6K- 76.11% |
$1.11M - $1.16M
|
11.2K
$417K
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-39.9K- 5.45% |
$1.24M - $1.3M
|
691K
$25.8M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43K- 31.64% |
$1.34M - $1.4M
|
92.8K
$3.47M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-54.8K- 68.93% |
$1.71M - $1.79M
|
24.7K
$922K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-55.2K- 20.88% |
$1.72M - $1.8M
|
209K
$7.8M
|