Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.8K+ 642.86% |
$2.75M - $2.91M
|
93.3K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
78.1KNew |
$2.66M - $2.82M
|
78.1K
$3.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.8KNew |
$1.63M - $1.72M
|
47.8K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.4K+ 47.09% |
$1.48M - $1.56M
|
136K
$5.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
42.8KNew |
$1.46M - $1.54M
|
42.8K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.7KNew |
$1.35M - $1.43M
|
39.7K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
30.8KNew |
$1.05M - $1.11M
|
30.8K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.8KNew |
$947K - $1M
|
27.8K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9KNew |
$713K - $755K
|
20.9K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.4K+ 145.98% |
$694K - $735K
|
34.4K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.1KNew |
$682K - $723K
|
20.1K
$851K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.2KNew |
$518K - $549K
|
15.2K
$647K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
15KNew |
$510K - $540K
|
15K
$636K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.1K+ 102.41% |
$447K - $474K
|
26K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.36KNew |
$319K - $337K
|
9.36K
$397K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.27KNew |
$316K - $334K
|
9.27K
$394K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.03KNew |
$307K - $326K
|
9.03K
$383K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8KNew |
$272K - $288K
|
8K
$340K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.64KNew |
$226K - $239K
|
6.64K
$282K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.55KNew |
$223K - $236K
|
6.55K
$278K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.38KNew |
$217K - $230K
|
6.38K
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.11K+ 22.5% |
$208K - $220K
|
33.2K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
6KNew |
$204K - $216K
|
6K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.7KNew |
$194K - $206K
|
5.7K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.46K+ 45.21% |
$186K - $197K
|
17.5K
$745K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4K+ 8.15% |
$136K - $144K
|
53.1K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.71K+ 47.41% |
$126K - $134K
|
11.5K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.63K+ 4.37% |
$123K - $131K
|
86.7K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3.59KNew |
$122K - $129K
|
3.59K
$152K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.23K+ 2485.38% |
$110K - $116K
|
3.36K
$143K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
754+ 2.11% |
$25.7K - $27.2K
|
36.4K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
446+ 74.33% |
$15.2K - $16.1K
|
1.05K
$44.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
285+ 3.04% |
$9.7K - $10.3K
|
9.67K
$410K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-170- 1.53% |
$5.79K - $6.13K
|
10.9K
$465K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-912- 13.67% |
$31K - $32.9K
|
5.76K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.38K- 83.61% |
$81.1K - $85.9K
|
467
$19.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.05K- 15.43% |
$104K - $110K
|
16.7K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.2K- 5.69% |
$143K - $152K
|
69.7K
$2.96M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.4K- 71.54% |
$150K - $159K
|
1.75K
$74.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.5K- 31.3% |
$153K - $162K
|
9.88K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.23K- 44.47% |
$178K - $189K
|
6.53K
$277K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-7.07K- 32.52% |
$240K - $255K
|
14.7K
$622K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.7K- 42.03% |
$535K - $567K
|
21.7K
$920K
|