Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
306K+ 3830.0% |
$10.4M - $11.9M
|
314K
$13.6M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
209KNew |
$7.14M - $8.11M
|
209K
$9.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
192K+ 493.68% |
$6.53M - $7.42M
|
231K
$9.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.3K+ 264.03% |
$3.38M - $3.84M
|
137K
$5.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
82.4K+ 533.55% |
$2.81M - $3.19M
|
97.9K
$4.22M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51.3K+ 169.1% |
$1.75M - $1.99M
|
81.7K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.4K+ 145.08% |
$1.38M - $1.56M
|
68.2K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.33M - $1.51M
|
39K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
37.9K+ 327.88% |
$1.29M - $1.47M
|
49.5K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
37.7K+ 1258.62% |
$1.28M - $1.46M
|
40.7K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
31.2KNew |
$1.06M - $1.21M
|
31.2K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.6K+ 94.65% |
$805K - $914K
|
48.6K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.2K+ 144.17% |
$688K - $782K
|
34.2K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17KNew |
$580K - $659K
|
17K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
14.3KNew |
$487K - $554K
|
14.3K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
12.8KNew |
$437K - $496K
|
12.8K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11.9KNew |
$406K - $462K
|
11.9K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9K+ 29.89% |
$372K - $422K
|
47.4K
$2.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.85KNew |
$336K - $381K
|
9.85K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.34K+ 3.58% |
$318K - $362K
|
270K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.9K+ 121.58% |
$235K - $267K
|
12.6K
$542K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.8K+ 27.21% |
$232K - $263K
|
31.8K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$224K - $255K
|
6.58K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.58KNew |
$224K - $255K
|
6.58K
$284K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.51KNew |
$222K - $252K
|
6.51K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
5.98K+ 66.91% |
$204K - $232K
|
14.9K
$643K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.75K+ 92.71% |
$196K - $223K
|
12K
$515K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.4KNew |
$184K - $209K
|
5.4K
$233K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.4KNew |
$184K - $209K
|
5.4K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.07K+ 30.66% |
$173K - $196K
|
21.6K
$931K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 3.29% |
$136K - $154K
|
125K
$5.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.8KNew |
$95.3K - $108K
|
2.8K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.46K+ 3.96% |
$83.9K - $95.3K
|
64.7K
$2.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.98KNew |
$67.5K - $76.7K
|
1.98K
$85.3K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.73K+ 7.18% |
$58.9K - $66.9K
|
25.8K
$1.11M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.46K+ 20785.71% |
$49.6K - $56.3K
|
1.46K
$63K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.45K+ 0.91% |
$49.2K - $56K
|
161K
$6.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.19K+ 3.61% |
$40.5K - $46K
|
34.1K
$1.47M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.19KNew |
$40.4K - $45.9K
|
1.19K
$51.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15KNew |
$39.2K - $44.5K
|
1.15K
$49.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
728+ 4.37% |
$24.8K - $28.2K
|
17.4K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
310+ 0.7% |
$10.6K - $12K
|
44.8K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
199+ 0.63% |
$6.78K - $7.71K
|
32K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
172+ 0.37% |
$5.86K - $6.66K
|
46.7K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46New |
$1.57K - $1.78K
|
46
$1.98K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
7New |
$239 - $271
|
7
$302
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2- 0.01% |
$68.2 - $77.4
|
21.9K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-80- 0.15% |
$2.73K - $3.1K
|
54.4K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-285- 3.17% |
$9.71K - $11K
|
8.7K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-294- 0.59% |
$10K - $11.4K
|
49.7K
$2.14M
|