Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
524K+ 101.61% |
$17M - $17.6M
|
1.04M
$45.1M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
250K+ 280.26% |
$8.09M - $8.38M
|
339K
$14.7M
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
206KNew |
$6.68M - $6.92M
|
206K
$8.94M
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
68.6KNew |
$2.22M - $2.3M
|
68.6K
$2.98M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.5KNew |
$2.15M - $2.23M
|
66.5K
$2.88M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 250.46% |
$1.19M - $1.23M
|
51.2K
$2.22M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34.9K+ 299.21% |
$1.13M - $1.17M
|
46.6K
$2.02M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32K+ 14.19% |
$1.04M - $1.07M
|
257K
$11.2M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
26.1KNew |
$845K - $876K
|
26.1K
$1.13M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.4KNew |
$758K - $785K
|
23.4K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.1K+ 55.1% |
$682K - $707K
|
59.3K
$2.57M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.4KNew |
$662K - $686K
|
20.4K
$887K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$654K - $677K
|
20.2K
$875K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7K+ 44.42% |
$640K - $663K
|
64.2K
$2.79M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18.2K+ 2976.56% |
$588K - $610K
|
18.8K
$814K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.6K+ 346.56% |
$539K - $558K
|
21.4K
$930K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.4K+ 43.06% |
$530K - $549K
|
54.3K
$2.36M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15.9KNew |
$517K - $535K
|
15.9K
$692K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
13.6KNew |
$440K - $456K
|
13.6K
$590K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
13.4KNew |
$435K - $451K
|
13.4K
$583K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.3KNew |
$431K - $446K
|
13.3K
$577K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.1KNew |
$423K - $439K
|
13.1K
$567K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
11.6K+ 7.43% |
$376K - $389K
|
168K
$7.28M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8KNew |
$351K - $364K
|
10.8K
$470K
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
10.3K+ 102870.0% |
$333K - $345K
|
10.3K
$447K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.3KNew |
$301K - $312K
|
9.3K
$404K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.83K+ 19.86% |
$254K - $263K
|
47.3K
$2.05M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.32K+ 19.59% |
$237K - $246K
|
44.7K
$1.94M
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 9.34% |
$135K - $139K
|
48.6K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.93K+ 56.68% |
$127K - $132K
|
10.9K
$471K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.65K+ 18.4% |
$118K - $123K
|
23.5K
$1.02M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 17.32% |
$67.1K - $69.5K
|
14K
$608K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.44KNew |
$46.5K - $48.2K
|
1.44K
$62.3K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.15KNew |
$37.3K - $38.6K
|
1.15K
$50K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
741New |
$24K - $24.9K
|
741
$32.2K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
533+ 6.31% |
$17.3K - $17.9K
|
8.98K
$390K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
519New |
$16.8K - $17.4K
|
519
$22.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7New |
$227 - $235
|
7
$304
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-3- 0.03% |
$97.2 - $101
|
10.1K
$438K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-181- 1.51% |
$5.87K - $6.08K
|
11.8K
$513K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-294- 4.28% |
$9.53K - $9.87K
|
6.58K
$286K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-671- 0.43% |
$21.7K - $22.5K
|
156K
$6.77M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 1.45% |
$33.7K - $34.9K
|
70.7K
$3.07M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2K- 5.24% |
$38.9K - $40.3K
|
21.7K
$942K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.34K- 9.58% |
$43.5K - $45.1K
|
12.7K
$550K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37K- 5.9% |
$44.5K - $46.1K
|
21.9K
$951K
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.63K- 8.56% |
$52.8K - $54.7K
|
17.4K
$756K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.63K- 2.56% |
$53K - $54.9K
|
62.1K
$2.69M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 12.38% |
$67.2K - $69.6K
|
14.7K
$636K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.34K- 23.44% |
$75.9K - $78.6K
|
7.65K
$332K
|