Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.62MNew |
$127M - $139M
|
4.62M
$172M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.54M+ 4770.31% |
$42.5M - $46.5M
|
1.58M
$58.5M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
638KNew |
$17.6M - $19.2M
|
638K
$23.7M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
430KNew |
$11.8M - $13M
|
430K
$16M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
401K+ 2715.63% |
$11M - $12.1M
|
416K
$15.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
344K+ 112.01% |
$9.47M - $10.4M
|
651K
$24.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
324KNew |
$8.92M - $9.75M
|
324K
$12M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
317K+ 1289.02% |
$8.74M - $9.55M
|
342K
$12.7M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
280KNew |
$7.71M - $8.43M
|
280K
$10.4M
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
262KNew |
$7.22M - $7.89M
|
262K
$9.73M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
116KNew |
$3.2M - $3.5M
|
116K
$4.31M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
106KNew |
$2.92M - $3.2M
|
106K
$3.94M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
68.2KNew |
$1.88M - $2.05M
|
68.2K
$2.53M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
65.7KNew |
$1.81M - $1.98M
|
65.7K
$2.44M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
47.5KNew |
$1.31M - $1.43M
|
47.5K
$1.76M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42.4K+ 143.13% |
$1.17M - $1.28M
|
72K
$2.67M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33KNew |
$908K - $993K
|
33K
$1.22M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32.8KNew |
$903K - $988K
|
32.8K
$1.22M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
30.9KNew |
$851K - $931K
|
30.9K
$1.15M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
29.9KNew |
$822K - $899K
|
29.9K
$1.11M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 102.25% |
$659K - $720K
|
47.3K
$1.76M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.9KNew |
$603K - $659K
|
21.9K
$813K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.1K+ 15.87% |
$526K - $575K
|
139K
$5.18M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.4KNew |
$479K - $523K
|
17.4K
$645K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$421K - $460K
|
15.3K
$567K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.4KNew |
$395K - $432K
|
14.4K
$533K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7K+ 43.37% |
$295K - $323K
|
35.5K
$1.32M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$295K - $322K
|
10.7K
$397K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
10.5KNew |
$290K - $318K
|
10.5K
$391K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
9.92K+ 13.49% |
$273K - $299K
|
83.4K
$3.1M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.35KNew |
$257K - $281K
|
9.35K
$347K
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.28KNew |
$228K - $249K
|
8.28K
$307K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.4KNew |
$176K - $192K
|
6.4K
$237K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.91KNew |
$163K - $178K
|
5.91K
$219K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.78K+ 25.57% |
$104K - $114K
|
18.5K
$688K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.38KNew |
$92.9K - $102K
|
3.38K
$125K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.93K+ 806.69% |
$53.1K - $58K
|
2.17K
$80.4K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
845+ 121.06% |
$23.3K - $25.4K
|
1.54K
$57.3K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
483New |
$13.3K - $14.5K
|
483
$17.9K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-370- 2.99% |
$10.2K - $11.1K
|
12K
$446K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 24.0% |
$16.5K - $18.1K
|
1.9K
$70.5K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.91K- 22.03% |
$135K - $148K
|
17.4K
$645K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31.7K- 92.23% |
$872K - $953K
|
2.67K
$99.1K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-39.1K- 71.67% |
$1.08M - $1.18M
|
15.5K
$573K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.8K- 63.81% |
$1.51M - $1.65M
|
31.1K
$1.15M
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59.7K- 7.45% |
$1.64M - $1.8M
|
741K
$27.5M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-153K- 90.5% |
$4.22M - $4.61M
|
16.1K
$597K
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-379K- 86.01% |
$10.4M - $11.4M
|
61.6K
$2.29M
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.46M- 96.54% |
$123M - $134M
|
160K
$5.93M
|