Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 664.17% |
$3.27M - $3.39M
|
118K
$4.83M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
51.2KNew |
$1.64M - $1.7M
|
51.2K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
28.9KNew |
$922K - $956K
|
28.9K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.2K+ 6914.95% |
$902K - $935K
|
28.6K
$1.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 379.19% |
$852K - $883K
|
33.7K
$1.38M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
24.1KNew |
$770K - $799K
|
24.1K
$988K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.8K+ 355.16% |
$729K - $756K
|
29.2K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
18.7K+ 295.57% |
$599K - $621K
|
25.1K
$1.03M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
17.1KNew |
$545K - $565K
|
17.1K
$699K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.6KNew |
$500K - $518K
|
15.6K
$641K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
15.6KNew |
$498K - $516K
|
15.6K
$639K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
10.8KNew |
$344K - $357K
|
10.8K
$441K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
10.5KNew |
$337K - $349K
|
10.5K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.1KNew |
$323K - $335K
|
10.1K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.22KNew |
$295K - $305K
|
9.22K
$378K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.89KNew |
$92.2K - $95.6K
|
2.89K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.76K+ 31.78% |
$88.2K - $91.5K
|
11.5K
$469K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2K+ 111.11% |
$63.9K - $66.3K
|
3.8K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.45KNew |
$46.3K - $48K
|
1.45K
$59.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.24K+ 2.78% |
$39.7K - $41.2K
|
45.9K
$1.88M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
580New |
$18.5K - $19.2K
|
580
$23.8K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
531New |
$17K - $17.6K
|
531
$21.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
260+ 2.7% |
$8.31K - $8.61K
|
9.9K
$406K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
150+ 85.71% |
$4.79K - $4.97K
|
325
$13.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100New |
$3.2K - $3.31K
|
100
$4.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-558- 17.32% |
$17.8K - $18.5K
|
2.66K
$109K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-995- 16.66% |
$31.8K - $33K
|
4.98K
$204K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.71K- 13.56% |
$54.6K - $56.6K
|
10.9K
$446K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.61K- 34.34% |
$115K - $120K
|
6.9K
$283K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.66K- 23.52% |
$149K - $154K
|
15.2K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.91KClosed |
$285K - $295K
|
0
$0
|