Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.72K- 9.8% |
N/A
|
25K
$0
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.02K- 15.32% |
N/A
|
16.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.32K- 28.48% |
N/A
|
8.33K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.35K- 3.39% |
N/A
|
95.3K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.28K- 17.15% |
N/A
|
20.7K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.58K- 2.76% |
N/A
|
162K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.34K- 10.55% |
N/A
|
45.3K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.81K- 36.56% |
N/A
|
10.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.83K- 6.09% |
N/A
|
89.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.72K- 9.9% |
N/A
|
61.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.93K- 2.16% |
N/A
|
314K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.17K- 5.05% |
N/A
|
154K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7K- 17.9% |
N/A
|
49.1K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-12K- 16.13% |
N/A
|
62.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12K- 6.02% |
N/A
|
187K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-12.1K- 27.31% |
N/A
|
32.1K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-13K- 9.93% |
N/A
|
118K
$0
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-14.9K- 38.27% |
N/A
|
24.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 22.94% |
N/A
|
50.8K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.1K- 49.84% |
N/A
|
16.2K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.5K- 9.13% |
N/A
|
184K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-19K- 18.95% |
N/A
|
81.2K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20.2K- 29.3% |
N/A
|
48.8K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.3K- 4.71% |
N/A
|
410K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47K- 74.46% |
N/A
|
16.1K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-93.7K- 41.65% |
N/A
|
131K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-173K- 10.07% |
N/A
|
1.54M
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.37M- 99.43% |
N/A
|
7.86K
$0
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.63M- 95.15% |
N/A
|
83K
$0
|