Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.47MNew |
$43.1M - $46.2M
|
1.47M
$60.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
412K+ 1184.54% |
$12.1M - $12.9M
|
447K
$18.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
321K+ 693.92% |
$9.39M - $10.1M
|
367K
$15.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
194K+ 188.02% |
$5.66M - $6.07M
|
297K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
143KNew |
$4.19M - $4.5M
|
143K
$5.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
108K+ 95.29% |
$3.17M - $3.4M
|
222K
$9.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
101KNew |
$2.97M - $3.18M
|
101K
$4.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
100KNew |
$2.94M - $3.15M
|
100K
$4.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
94.9KNew |
$2.78M - $2.98M
|
94.9K
$3.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.6K+ 127.16% |
$1.86M - $2M
|
114K
$4.66M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.5K+ 254.57% |
$1.57M - $1.68M
|
74.5K
$3.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.8K+ 26.61% |
$1.08M - $1.15M
|
175K
$7.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.7KNew |
$928K - $995K
|
31.7K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.6K+ 567.5% |
$926K - $993K
|
37.2K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
29KNew |
$849K - $911K
|
29K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.9K+ 93.65% |
$698K - $749K
|
49.3K
$2.02M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.5K+ 15.65% |
$687K - $737K
|
174K
$7.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$659K - $707K
|
22.5K
$924K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.3K+ 100.0% |
$594K - $637K
|
40.6K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$394K - $422K
|
13.5K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 29.53% |
$358K - $384K
|
53.7K
$2.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4K+ 140.54% |
$304K - $326K
|
17.8K
$730K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 9.83% |
$304K - $326K
|
116K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.53KNew |
$279K - $299K
|
9.53K
$390K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.47K+ 84.27% |
$277K - $297K
|
20.7K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.83KNew |
$258K - $277K
|
8.83K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.71KNew |
$255K - $273K
|
8.71K
$357K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.55K+ 96.91% |
$221K - $237K
|
15.3K
$629K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.53KNew |
$220K - $236K
|
7.53K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7K+ 6.35% |
$205K - $220K
|
117K
$4.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
5K+ 45.34% |
$146K - $157K
|
16K
$656K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.8K+ 56.66% |
$141K - $151K
|
13.3K
$544K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.85K+ 14.49% |
$113K - $121K
|
30.4K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.67K+ 1.34% |
$107K - $115K
|
277K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.44KNew |
$101K - $108K
|
3.44K
$141K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.88K+ 20.53% |
$84.4K - $90.5K
|
16.9K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.69K+ 20.59% |
$78.7K - $84.4K
|
15.8K
$646K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 39.13% |
$71.7K - $76.9K
|
8.71K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.39KNew |
$70K - $75.1K
|
2.39K
$98K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64KNew |
$48.1K - $51.6K
|
1.64K
$67.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 55.13% |
$39.9K - $42.8K
|
3.84K
$157K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
980New |
$28.7K - $30.8K
|
980
$40.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
888+ 8.9% |
$26K - $27.9K
|
10.9K
$445K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
810New |
$23.7K - $25.4K
|
810
$33.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
733+ 2.01% |
$21.4K - $23K
|
37.2K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
300+ 1.42% |
$8.78K - $9.41K
|
21.4K
$877K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
111New |
$3.25K - $3.48K
|
111
$4.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
31+ 0.1% |
$907 - $973
|
30.9K
$1.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2K- 5.04% |
$58.5K - $62.8K
|
37.6K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 7.97% |
$68K - $72.9K
|
26.8K
$1.1M
|