Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII FT CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
326K+ 31.38% |
$10.6M - $11.2M
|
1.37M
$58.5M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
50.8KNew |
$1.65M - $1.75M
|
50.8K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33K+ 304.15% |
$1.07M - $1.14M
|
43.9K
$1.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 8.43% |
$707K - $747K
|
279K
$12M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3KNew |
$662K - $699K
|
20.3K
$871K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19.2KNew |
$626K - $661K
|
19.2K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$534K - $564K
|
16.4K
$702K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
13.1KNew |
$425K - $449K
|
13.1K
$560K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 28.55% |
$413K - $436K
|
57.1K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.5K+ 98.43% |
$406K - $429K
|
25.1K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$377K - $398K
|
11.6K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 51.48% |
$367K - $388K
|
33.2K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 1517.14% |
$366K - $387K
|
12K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3KNew |
$337K - $356K
|
10.3K
$443K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10KNew |
$326K - $344K
|
10K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.32KNew |
$238K - $252K
|
7.32K
$313K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.06K+ 12.35% |
$230K - $243K
|
64.2K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.92KNew |
$225K - $238K
|
6.92K
$296K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.94K+ 9.64% |
$161K - $170K
|
56.2K
$2.41M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.77K+ 18.67% |
$123K - $130K
|
23.9K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.99K+ 3.39% |
$97.5K - $103K
|
91.4K
$3.92M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.99KNew |
$97.5K - $103K
|
2.99K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 0.85% |
$94.2K - $99.6K
|
342K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.99K+ 18.36% |
$64.8K - $68.5K
|
12.8K
$549K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.97K+ 27.98% |
$64.3K - $67.9K
|
9.03K
$387K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.73KNew |
$56.3K - $59.5K
|
1.73K
$74.1K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.4K+ 0.83% |
$45.7K - $48.3K
|
171K
$7.34M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 0.26% |
$45.5K - $48.1K
|
546K
$23.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
436New |
$14.2K - $15K
|
436
$18.7K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
381+ 0.59% |
$12.4K - $13.1K
|
65.4K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
145+ 1.61% |
$4.72K - $4.99K
|
9.13K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
105+ 0.66% |
$3.42K - $3.61K
|
16K
$687K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1- 0.01% |
$32.6 - $34.4
|
15.7K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 57.14% |
$130 - $138
|
3
$129
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-15- 0.15% |
$488 - $516
|
10.1K
$432K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-122- 1.85% |
$3.97K - $4.2K
|
6.46K
$277K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-123- 0.92% |
$4K - $4.23K
|
13.3K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-150- 1.52% |
$4.88K - $5.16K
|
9.74K
$417K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-392- 2.4% |
$12.8K - $13.5K
|
16K
$684K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-440- 12.45% |
$14.3K - $15.1K
|
3.1K
$133K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-697- 9.11% |
$22.7K - $24K
|
6.95K
$298K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-854- 8.61% |
$27.8K - $29.4K
|
9.06K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-935- 4.98% |
$30.4K - $32.2K
|
17.8K
$764K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 5.63% |
$33.2K - $35.1K
|
17.1K
$733K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 12.54% |
$33.3K - $35.2K
|
7.13K
$305K
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.14K- 11.03% |
$37K - $39.1K
|
9.16K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 2.12% |
$48.8K - $51.6K
|
69.2K
$2.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.9K- 4.02% |
$61.9K - $65.4K
|
45.4K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.93K- 12.62% |
$63K - $66.5K
|
13.4K
$573K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.35K- 2.96% |
$76.4K - $80.7K
|
76.8K
$3.29M
|