Purchases and Sales Made in Q2 2023 in First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (YMAR) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
420KNew |
$8.62M - $9M
|
420K
$9.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
264K+ 398.04% |
$5.4M - $5.64M
|
330K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
195K+ 697.74% |
$4M - $4.17M
|
223K
$5.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
103K+ 61.18% |
$2.12M - $2.21M
|
272K
$6.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.3K+ 222.13% |
$1.95M - $2.04M
|
138K
$3.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79KNew |
$1.62M - $1.69M
|
79K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.4KNew |
$664K - $694K
|
32.4K
$739K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.6K+ 205.81% |
$545K - $569K
|
39.5K
$901K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4KNew |
$541K - $564K
|
26.4K
$601K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
23.5KNew |
$482K - $503K
|
23.5K
$536K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.6KNew |
$463K - $483K
|
22.6K
$515K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18K+ 48.76% |
$368K - $384K
|
54.8K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
17K+ 1238.04% |
$349K - $364K
|
18.4K
$419K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.3KNew |
$335K - $350K
|
16.3K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.3KNew |
$335K - $350K
|
16.3K
$372K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15KNew |
$307K - $320K
|
15K
$341K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.9KNew |
$286K - $298K
|
13.9K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1KNew |
$248K - $259K
|
12.1K
$276K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10.3KNew |
$211K - $220K
|
10.3K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$206K - $215K
|
10K
$229K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.98K+ 103.4% |
$205K - $214K
|
19.6K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.77K+ 312.68% |
$200K - $209K
|
12.9K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.92K+ 9.15% |
$101K - $105K
|
58.7K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.89K+ 21.14% |
$100K - $105K
|
28K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.31K+ 10.1% |
$88.4K - $92.3K
|
47K
$1.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.7K+ 19.49% |
$55.4K - $57.8K
|
16.6K
$377K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.8K+ 9.09% |
$37K - $38.6K
|
21.6K
$493K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.48K+ 1.34% |
$30.4K - $31.7K
|
112K
$2.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.3KNew |
$26.7K - $27.8K
|
1.3K
$29.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
851+ 8.04% |
$17.5K - $18.2K
|
11.4K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
590New |
$12.1K - $12.6K
|
590
$13.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
235New |
$4.82K - $5.03K
|
235
$5.36K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-619- 4.09% |
$12.7K - $13.3K
|
14.5K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.2K- 54.48% |
$271K - $283K
|
11.1K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-41.3K- 11.54% |
$847K - $884K
|
317K
$7.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-90.6K- 64.45% |
$1.86M - $1.94M
|
49.9K
$1.14M
|