Purchases and Sales Made in Q2 2022 in First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55K+ 130.3% |
$1.72M - $1.9M
|
97.2K
$4.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.2K+ 167.24% |
$1.57M - $1.73M
|
80.2K
$3.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.9KNew |
$1.25M - $1.38M
|
39.9K
$1.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.9KNew |
$1.03M - $1.14M
|
32.9K
$1.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
31.5KNew |
$983K - $1.09M
|
31.5K
$1.34M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
25.8KNew |
$805K - $891K
|
25.8K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.1K+ 73.76% |
$754K - $834K
|
56.9K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22.9K+ 653.57% |
$714K - $790K
|
26.4K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.2KNew |
$629K - $696K
|
20.2K
$856K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.4KNew |
$511K - $566K
|
16.4K
$696K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7KNew |
$490K - $542K
|
15.7K
$667K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.6KNew |
$488K - $539K
|
15.6K
$664K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.5KNew |
$423K - $467K
|
13.5K
$575K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$423K - $467K
|
13.5K
$575K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3KNew |
$415K - $459K
|
13.3K
$565K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$404K - $446K
|
12.9K
$549K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9.54KNew |
$298K - $329K
|
9.54K
$405K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.85KNew |
$276K - $305K
|
8.85K
$376K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
7.48K+ 4558.54% |
$233K - $258K
|
7.64K
$324K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.41KNew |
$231K - $256K
|
7.41K
$314K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.62KNew |
$207K - $228K
|
6.62K
$281K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
6KNew |
$187K - $207K
|
6K
$255K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.68K+ 69.24% |
$177K - $196K
|
13.9K
$589K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 4.87% |
$108K - $119K
|
74.4K
$3.16M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.12K+ 671.43% |
$66K - $73K
|
2.43K
$103K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 5.91% |
$52.5K - $58K
|
30.1K
$1.28M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.53K+ 6.17% |
$47.6K - $52.7K
|
26.3K
$1.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
870+ 8.86% |
$27.2K - $30K
|
10.7K
$454K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
700New |
$21.8K - $24.2K
|
700
$29.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
600New |
$18.7K - $20.7K
|
600
$25.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
558New |
$17.4K - $19.3K
|
558
$23.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
220+ 2.58% |
$6.87K - $7.59K
|
8.73K
$371K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-353Closed |
$11K - $12.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-485- 2.08% |
$15.1K - $16.7K
|
22.8K
$969K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.45K- 37.48% |
$76.5K - $84.6K
|
4.09K
$173K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.56KClosed |
$236K - $261K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.38KClosed |
$293K - $324K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.3K- 39.75% |
$321K - $355K
|
15.6K
$662K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.6KClosed |
$488K - $539K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-24.5K- 75.11% |
$766K - $847K
|
8.13K
$345K
|