Purchases and Sales Made in Q4 2021 in First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN) during Q4 2021. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
16.7KNew |
$529K - $539K
|
16.7K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.4KNew |
$393K - $401K
|
12.4K
$475K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.4KNew |
$329K - $335K
|
10.4K
$398K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
8.3KNew |
$263K - $268K
|
8.3K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.47KNew |
$237K - $241K
|
7.47K
$286K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.63K+ 63.53% |
$178K - $182K
|
14.5K
$555K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
999+ 7.03% |
$31.6K - $32.2K
|
15.2K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
996+ 7661.54% |
$31.6K - $32.1K
|
1.01K
$38.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
230+ 13.94% |
$7.29K - $7.42K
|
1.88K
$72K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-281- 2.84% |
$8.9K - $9.07K
|
9.61K
$368K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 2.36% |
$12.7K - $12.9K
|
16.6K
$634K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 6.18% |
$34.8K - $35.5K
|
16.7K
$640K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.15KClosed |
$36.4K - $37.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.52KClosed |
$48.1K - $49K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-2.57K- 26.45% |
$81.4K - $83K
|
7.15K
$274K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.3K- 8.56% |
$105K - $106K
|
35.3K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.94K- 31.73% |
$188K - $192K
|
12.8K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.55K- 17.9% |
$207K - $211K
|
30K
$1.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8.72KClosed |
$276K - $281K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.3K- 26.99% |
$452K - $460K
|
38.6K
$1.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-97.1KClosed |
$3.08M - $3.13M
|
0
$0
|