Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
217K+ 46.56% |
$7.67M - $8.02M
|
683K
$29.6M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
73.4KNew |
$2.6M - $2.71M
|
73.4K
$3.19M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
39.5K+ 244.33% |
$1.4M - $1.46M
|
55.7K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.6KNew |
$588K - $614K
|
16.6K
$721K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.9KNew |
$493K - $515K
|
13.9K
$605K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.7KNew |
$450K - $471K
|
12.7K
$552K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1K+ 151.31% |
$426K - $446K
|
20K
$869K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.72KNew |
$238K - $248K
|
6.72K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.2KNew |
$219K - $229K
|
6.2K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.98K+ 84.14% |
$212K - $221K
|
13.1K
$568K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.1K+ 7.49% |
$110K - $115K
|
44.5K
$1.93M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.08KNew |
$109K - $114K
|
3.08K
$133K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.12K+ 6.9% |
$75.1K - $78.6K
|
32.9K
$1.43M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.75K+ 8.68% |
$61.9K - $64.7K
|
21.9K
$950K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.52KNew |
$53.7K - $56.2K
|
1.52K
$65.9K
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.27K+ 1.11% |
$45K - $47.1K
|
116K
$5.02M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26K+ 4.75% |
$44.7K - $46.7K
|
27.8K
$1.21M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
689+ 68900.0% |
$24.4K - $25.5K
|
690
$29.9K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
102+ 0.3% |
$3.61K - $3.77K
|
34.2K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37+ 0.36% |
$1.31K - $1.37K
|
10.3K
$446K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.02% |
$35.4 - $37
|
6.5K
$282K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16- 0.14% |
$566 - $592
|
11.2K
$485K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43- 0.1% |
$1.52K - $1.59K
|
44.4K
$1.93M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-83- 0.53% |
$2.94K - $3.07K
|
15.4K
$670K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-258- 0.7% |
$9.13K - $9.54K
|
36.5K
$1.58M
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-260- 0.38% |
$9.2K - $9.62K
|
68.4K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.08% |
$10.6K - $11.1K
|
9.44K
$410K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-700- 1.39% |
$24.8K - $25.9K
|
49.5K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-955- 9.48% |
$33.8K - $35.3K
|
9.12K
$396K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-980- 5.69% |
$34.7K - $36.3K
|
16.2K
$705K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1KClosed |
$35.4K - $37K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.16K- 2.25% |
$41.1K - $42.9K
|
50.4K
$2.19M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 16.64% |
$42K - $43.9K
|
5.94K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 11.26% |
$51.9K - $54.3K
|
11.6K
$502K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.28K- 1.41% |
$80.7K - $84.3K
|
160K
$6.92M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 22.45% |
$81.9K - $85.7K
|
8K
$347K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.51K- 67.67% |
$88.9K - $93K
|
1.2K
$52.1K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.71K- 4.17% |
$95.8K - $100K
|
62.2K
$2.7M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.85K- 10.26% |
$101K - $106K
|
24.9K
$1.08M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.14K- 11.17% |
$111K - $116K
|
25K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.25K- 5.63% |
$115K - $120K
|
54.5K
$2.37M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.47K- 9.83% |
$123K - $128K
|
31.8K
$1.38M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.14K- 9.92% |
$146K - $153K
|
37.6K
$1.63M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.04K- 9.39% |
$214K - $223K
|
58.3K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.49K- 9.58% |
$230K - $240K
|
61.2K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.77K- 12.36% |
$275K - $287K
|
55.1K
$2.39M
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.97K- 4.66% |
$282K - $295K
|
163K
$7.08M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.65K- 63.0% |
$342K - $357K
|
5.67K
$246K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13.3K- 89.68% |
$469K - $490K
|
1.53K
$66.2K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.1K- 44.21% |
$675K - $706K
|
24.1K
$1.04M
|