Purchases and Sales Made in Q3 2022 in First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP) during Q3 2022. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
232K+ 563.3% |
$6.8M - $7.3M
|
273K
$11.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
152K+ 1001.33% |
$4.46M - $4.78M
|
167K
$6.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
150KNew |
$4.4M - $4.73M
|
150K
$6.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
114KNew |
$3.34M - $3.58M
|
114K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110KNew |
$3.24M - $3.47M
|
110K
$4.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
106KNew |
$3.1M - $3.33M
|
106K
$4.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
48.2KNew |
$1.41M - $1.52M
|
48.2K
$1.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
46.3KNew |
$1.36M - $1.46M
|
46.3K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.6K+ 57.57% |
$1.1M - $1.19M
|
103K
$4.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36.5KNew |
$1.07M - $1.15M
|
36.5K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.9K+ 292.99% |
$907K - $974K
|
41.5K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.1KNew |
$856K - $919K
|
29.1K
$1.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
26.1KNew |
$766K - $822K
|
26.1K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.5KNew |
$748K - $803K
|
25.5K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$726K - $780K
|
24.7K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
21.1KNew |
$619K - $665K
|
21.1K
$864K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21KNew |
$617K - $663K
|
21K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 17.71% |
$611K - $656K
|
138K
$5.67M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 69.86% |
$604K - $649K
|
50K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.3KNew |
$596K - $640K
|
20.3K
$833K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.7K+ 72.79% |
$490K - $526K
|
39.6K
$1.63M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
14KNew |
$410K - $440K
|
14K
$572K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
13.9KNew |
$409K - $439K
|
13.9K
$571K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$330K - $354K
|
11.2K
$461K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
10.5K+ 1974.58% |
$308K - $330K
|
11K
$452K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
9.9KNew |
$291K - $312K
|
9.9K
$406K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.48KNew |
$249K - $267K
|
8.48K
$347K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.79KNew |
$229K - $245K
|
7.79K
$319K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.4KNew |
$217K - $233K
|
7.4K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.8K+ 28.22% |
$200K - $214K
|
30.9K
$1.27M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.97KNew |
$175K - $188K
|
5.97K
$245K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.7K+ 68.26% |
$167K - $180K
|
14.1K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.48KNew |
$72.7K - $78K
|
2.48K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2K+ 12.17% |
$58.7K - $63K
|
18.4K
$756K
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.06K+ 10.04% |
$31.1K - $33.4K
|
11.6K
$476K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
739+ 2.86% |
$21.7K - $23.3K
|
26.5K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-229- 2.82% |
$6.72K - $7.22K
|
7.89K
$323K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-265- 14.64% |
$7.78K - $8.35K
|
1.55K
$63.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 3.14% |
$8.81K - $9.46K
|
9.25K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.28K- 13.83% |
$37.7K - $40.5K
|
8K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.22K- 18.22% |
$65.2K - $70K
|
9.98K
$409K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.14K- 37.08% |
$121K - $130K
|
7.02K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.62K- 23.41% |
$136K - $146K
|
15.1K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 49.06% |
$370K - $397K
|
13.1K
$536K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.6K- 94.08% |
$723K - $776K
|
1.55K
$63.5K
|