Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
562KNew |
N/A
|
562K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
140K+ 224.79% |
N/A
|
202K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.9K+ 42.84% |
N/A
|
263K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.3K+ 292.07% |
N/A
|
71.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
34.5KNew |
N/A
|
34.5K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
27.3K+ 467.93% |
N/A
|
33.2K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 28.75% |
N/A
|
77K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.6KNew |
N/A
|
16.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.8K+ 97.5% |
N/A
|
32.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 41.68% |
N/A
|
52.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 605.75% |
N/A
|
14.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 67.21% |
N/A
|
27.9K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.9KNew |
N/A
|
8.9K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.64KNew |
N/A
|
8.64K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
7.31KNew |
N/A
|
7.31K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.28KNew |
N/A
|
7.28K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.23KNew |
N/A
|
7.23K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6.74KNew |
N/A
|
6.74K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.28K+ 11.84% |
N/A
|
59.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.88K+ 37.23% |
N/A
|
14.3K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.87KNew |
N/A
|
3.87K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.61K+ 33.16% |
N/A
|
14.5K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.58K+ 4.52% |
N/A
|
82.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.34K+ 13.73% |
N/A
|
27.7K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.39K+ 1.28% |
N/A
|
190K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.76K+ 5.53% |
N/A
|
33.7K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.49K+ 9.66% |
N/A
|
16.9K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.38K+ 6.67% |
N/A
|
22K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
350New |
N/A
|
350
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
215New |
N/A
|
215
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
177+ 1.8% |
N/A
|
9.99K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 1.18% |
N/A
|
1.8K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-67- 0.47% |
N/A
|
14.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-115- 1.61% |
N/A
|
7.03K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 2.15% |
N/A
|
6.83K
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-466- 6.02% |
N/A
|
7.28K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-468- 2.26% |
N/A
|
20.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-509- 0.55% |
N/A
|
91.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-654- 0.35% |
N/A
|
187K
$0
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-675- 4.19% |
N/A
|
15.5K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-775- 3.14% |
N/A
|
23.9K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-837- 19.09% |
N/A
|
3.55K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-989- 5.73% |
N/A
|
16.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-996- 0.62% |
N/A
|
161K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.42% |
N/A
|
9.16K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 3.97% |
N/A
|
33.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 18.46% |
N/A
|
6.56K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.58K- 12.01% |
N/A
|
11.6K
$0
|