Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Cboe Vest Us (DAUG)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DAUG) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.71MNew |
N/A
|
1.71M
$0
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.38MNew |
N/A
|
1.38M
$0
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
838K+ 198.12% |
N/A
|
1.26M
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309K+ 21.99% |
N/A
|
1.72M
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
258K+ 189.17% |
N/A
|
394K
$0
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
131KNew |
N/A
|
131K
$0
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
79.6K+ 546.79% |
N/A
|
94.2K
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.1K+ 44.6% |
N/A
|
250K
$0
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
68.2KNew |
N/A
|
68.2K
$0
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
66KNew |
N/A
|
66K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.3K+ 558.46% |
N/A
|
53.4K
$0
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
39.1KNew |
N/A
|
39.1K
$0
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
38.9K+ 501.59% |
N/A
|
46.6K
$0
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
36.2K+ 309.82% |
N/A
|
47.9K
$0
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
35.4K+ 12.38% |
N/A
|
321K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.5K+ 27.11% |
N/A
|
162K
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.9K+ 2542.97% |
N/A
|
32.2K
$0
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.8K+ 39.28% |
N/A
|
98.7K
$0
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
26.7KNew |
N/A
|
26.7K
$0
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
25.4K+ 135.27% |
N/A
|
44.2K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1K+ 42.55% |
N/A
|
77.3K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 25.07% |
N/A
|
84.8K
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$0
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3K+ 146.97% |
N/A
|
20.7K
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 38.2% |
N/A
|
43.7K
$0
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 23.14% |
N/A
|
63.1K
$0
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.76K+ 10.79% |
N/A
|
89.9K
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.32K+ 49.37% |
N/A
|
25.2K
$0
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7.78KNew |
N/A
|
7.78K
$0
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.38KNew |
N/A
|
6.38K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.94K+ 5.45% |
N/A
|
95.6K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78K+ 10.42% |
N/A
|
50.6K
$0
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.47K+ 15.89% |
N/A
|
32.6K
$0
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 15.49% |
N/A
|
27.7K
$0
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.5K+ 3.76% |
N/A
|
69K
$0
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$0
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85K+ 57.57% |
N/A
|
5.05K
$0
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 1.14% |
N/A
|
93.2K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
615New |
N/A
|
615
$0
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
396+ 28.91% |
N/A
|
1.77K
$0
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
340+ 1.38% |
N/A
|
25K
$0
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
170New |
N/A
|
170
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79+ 10.25% |
N/A
|
850
$0
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
40+ 0.56% |
N/A
|
7.14K
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 6.25% |
N/A
|
750
$0
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-120- 0.89% |
N/A
|
13.3K
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 1.25% |
N/A
|
15.8K
$0
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-201- 2.53% |
N/A
|
7.75K
$0
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-215- 1.08% |
N/A
|
19.7K
$0
|