Purchases and Sales Made in Q1 2023 in First Ex Tr Fd Viii Ft Cboe Ve (FAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Viii Ft Cboe Ve (FAPR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST EX TR FD VIII FT CBOE VE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
75.1K+ 405.72% |
$2.19M - $2.32M
|
93.6K
$3.94M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58KNew |
$1.69M - $1.79M
|
58K
$2.45M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.6K+ 122.2% |
$1.07M - $1.13M
|
66.5K
$2.8M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
24K+ 103.43% |
$699K - $741K
|
47.2K
$1.99M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 123.51% |
$675K - $716K
|
42K
$1.77M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.9KNew |
$491K - $521K
|
16.9K
$711K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 74.61% |
$294K - $312K
|
23.6K
$996K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.83KNew |
$286K - $304K
|
9.83K
$415K
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8.93KNew |
$260K - $276K
|
8.93K
$376K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.21KNew |
$210K - $223K
|
7.21K
$304K
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
6.82KNew |
$199K - $211K
|
6.82K
$287K
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.79KNew |
$198K - $210K
|
6.79K
$286K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.45KNew |
$188K - $199K
|
6.45K
$272K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.21K+ 28.73% |
$181K - $192K
|
27.8K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.03K+ 1.52% |
$146K - $155K
|
335K
$14.1M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.8K+ 48.6% |
$140K - $148K
|
14.7K
$619K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.85K+ 15.18% |
$112K - $119K
|
29.2K
$1.23M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.73KNew |
$109K - $115K
|
3.73K
$157K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 18.47% |
$104K - $110K
|
22.8K
$962K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.97K+ 0.9% |
$86.5K - $91.7K
|
331K
$14M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.6K+ 1.48% |
$75.7K - $80.3K
|
178K
$7.49M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.46K+ 5.72% |
$42.4K - $45K
|
26.9K
$1.14M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
492+ 3.73% |
$14.3K - $15.2K
|
13.7K
$577K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 0.19% |
$990 - $1.05K
|
18.3K
$770K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.09% |
$291 - $309
|
10.7K
$451K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-65- 0.58% |
$1.89K - $2.01K
|
11.1K
$468K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-118- 0.46% |
$3.44K - $3.65K
|
25.5K
$1.08M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-192- 1.68% |
$5.59K - $5.93K
|
11.2K
$473K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-194- 1.98% |
$5.65K - $5.99K
|
9.61K
$405K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-475- 1.62% |
$13.8K - $14.7K
|
28.8K
$1.22M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-492- 3.6% |
$14.3K - $15.2K
|
13.2K
$556K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-495- 3.83% |
$14.4K - $15.3K
|
12.4K
$524K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-541- 5.05% |
$15.8K - $16.7K
|
10.2K
$429K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-605- 1.31% |
$17.6K - $18.7K
|
45.8K
$1.93M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-661- 0.56% |
$19.3K - $20.4K
|
118K
$4.97M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-810- 3.15% |
$23.6K - $25K
|
24.9K
$1.05M
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1K- 8.8% |
$29.1K - $30.9K
|
10.4K
$437K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.19K- 26.7% |
$34.6K - $36.7K
|
3.26K
$137K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.6K- 12.5% |
$46.6K - $49.4K
|
11.2K
$472K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.92K- 4.96% |
$56K - $59.4K
|
36.8K
$1.55M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.3K- 4.28% |
$67K - $71K
|
51.4K
$2.17M
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.68K- 1.57% |
$78.2K - $82.9K
|
169K
$7.11M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.38K- 20.39% |
$98.4K - $104K
|
13.2K
$556K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.53K- 2.51% |
$132K - $140K
|
176K
$7.42M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.91K- 7.29% |
$143K - $152K
|
62.5K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.52K- 29.68% |
$161K - $171K
|
13.1K
$551K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.05K- 35.69% |
$176K - $187K
|
10.9K
$460K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.94K- 65.67% |
$231K - $245K
|
4.15K
$175K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.46K- 4.73% |
$246K - $261K
|
170K
$7.18M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.85K- 12.69% |
$258K - $273K
|
60.8K
$2.56M
|