Purchases and Sales Made in Q2 2023 in First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.13K+ 28.25% |
$176K - $183K
|
41.5K
$902K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.6K+ 59.88% |
$127K - $132K
|
17.6K
$383K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.73KNew |
$110K - $115K
|
5.73K
$125K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.93K+ 2.22% |
$56.4K - $58.8K
|
135K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.5K+ 367.32% |
$28.8K - $30K
|
1.9K
$41.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
662+ 3.45% |
$12.7K - $13.3K
|
19.8K
$432K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
296+ 2.01% |
$5.7K - $5.93K
|
15K
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 9.59% |
$3.85K - $4.01K
|
1.89K
$41K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.73K- 13.99% |
$33.3K - $34.7K
|
10.6K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.96K- 3.45% |
$37.7K - $39.3K
|
54.9K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.9K- 53.78% |
$1.21M - $1.26M
|
54.1K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-115K- 46.11% |
$2.22M - $2.31M
|
135K
$2.93M
|