Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51.5KNew |
$1.75M - $1.87M
|
51.5K
$2.22M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.6KNew |
$1.42M - $1.51M
|
41.6K
$1.8M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 222.82% |
$973K - $1.04M
|
41.4K
$1.78M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.8KNew |
$706K - $753K
|
20.8K
$895K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.94K+ 3311.67% |
$338K - $361K
|
10.2K
$441K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.79KNew |
$231K - $246K
|
6.79K
$293K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.17K+ 30.63% |
$210K - $224K
|
26.3K
$1.13M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.72KNew |
$126K - $135K
|
3.72K
$160K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.02K+ 12.01% |
$103K - $110K
|
28.1K
$1.21M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.29K+ 8.06% |
$78.1K - $83.3K
|
30.8K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 15.29% |
$69.2K - $73.8K
|
15.3K
$661K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.57K+ 2.56% |
$53.3K - $56.8K
|
62.8K
$2.71M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
874+ 2.63% |
$29.7K - $31.7K
|
34.1K
$1.47M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
608+ 3.79% |
$20.7K - $22.1K
|
16.7K
$718K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
575+ 3.6% |
$19.6K - $20.9K
|
16.5K
$713K
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4- 0.04% |
$136 - $145
|
10.1K
$434K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-86- 0.95% |
$2.93K - $3.12K
|
8.94K
$385K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-116- 1.03% |
$3.95K - $4.21K
|
11.2K
$483K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-122- 0.78% |
$4.15K - $4.43K
|
15.5K
$669K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-131- 0.08% |
$4.46K - $4.76K
|
171K
$7.37M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-145- 1.59% |
$4.93K - $5.26K
|
8.99K
$387K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-275- 2.07% |
$9.36K - $9.98K
|
13K
$561K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-286- 55.11% |
$9.73K - $10.4K
|
233
$10K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-319- 4.59% |
$10.9K - $11.6K
|
6.63K
$286K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-523- 7.73% |
$17.8K - $19K
|
6.25K
$269K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-604- 3.39% |
$20.6K - $21.9K
|
17.2K
$743K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-626- 9.22% |
$21.3K - $22.7K
|
6.16K
$266K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 1.6% |
$23.8K - $25.4K
|
43.2K
$1.86M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-851- 49.22% |
$29K - $30.9K
|
878
$37.8K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.01K- 1.54% |
$34.2K - $36.5K
|
64.3K
$2.77M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 2.09% |
$49.2K - $52.5K
|
67.7K
$2.92M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 25.71% |
$76.6K - $81.7K
|
6.5K
$280K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.37K- 6.05% |
$80.5K - $85.9K
|
36.8K
$1.58M
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.63K- 15.09% |
$89.4K - $95.3K
|
14.8K
$637K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.77K- 1.68% |
$94.2K - $101K
|
162K
$6.98M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.08K- 5.06% |
$105K - $112K
|
57.8K
$2.49M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.86K- 5.6% |
$131K - $140K
|
64.9K
$2.8M
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.33K- 3.65% |
$147K - $157K
|
114K
$4.93M
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.33K- 4.74% |
$147K - $157K
|
87.1K
$3.75M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.8K- 22.39% |
$163K - $174K
|
16.6K
$717K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.28K- 46.88% |
$214K - $228K
|
7.11K
$306K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.53K- 14.39% |
$222K - $237K
|
38.8K
$1.67M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.07K- 9.8% |
$275K - $293K
|
74.3K
$3.2M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.43K- 51.41% |
$287K - $306K
|
7.96K
$343K
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.06KClosed |
$308K - $329K
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-9.12K- 11.88% |
$310K - $331K
|
67.7K
$2.92M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.28K- 54.25% |
$316K - $337K
|
7.82K
$337K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-10KClosed |
$340K - $363K
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 3.23% |
$376K - $401K
|
331K
$14.3M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5K- 33.76% |
$461K - $492K
|
26.6K
$1.15M
|