Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
290KNew |
$8.88M - $9.51M
|
290K
$11.9M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
217K+ 123.03% |
$6.63M - $7.11M
|
393K
$16.2M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
206KNew |
$6.31M - $6.76M
|
206K
$8.48M
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
134KNew |
$4.12M - $4.41M
|
134K
$5.53M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
115KNew |
$3.51M - $3.76M
|
115K
$4.71M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
106KNew |
$3.26M - $3.49M
|
106K
$4.38M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
84.7KNew |
$2.59M - $2.78M
|
84.7K
$3.48M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
68.1KNew |
$2.09M - $2.24M
|
68.1K
$2.8M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.4K+ 20.02% |
$2.03M - $2.18M
|
398K
$16.4M
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
59.5KNew |
$1.82M - $1.95M
|
59.5K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.7K+ 108.28% |
$1.7M - $1.83M
|
107K
$4.4M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
33.8K+ 36.14% |
$1.04M - $1.11M
|
127K
$5.24M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.7KNew |
$908K - $973K
|
29.7K
$1.22M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.2KNew |
$772K - $827K
|
25.2K
$1.04M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 45.0% |
$631K - $676K
|
66.3K
$2.73M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.1K+ 75.0% |
$585K - $626K
|
44.5K
$1.83M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.1KNew |
$554K - $593K
|
18.1K
$743K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9KNew |
$548K - $587K
|
17.9K
$736K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.6KNew |
$509K - $545K
|
16.6K
$684K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8K+ 21.76% |
$454K - $486K
|
82.9K
$3.41M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 152.31% |
$448K - $480K
|
24.2K
$997K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$436K - $467K
|
14.2K
$585K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 126.47% |
$414K - $444K
|
24.2K
$997K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7K+ 47.15% |
$389K - $417K
|
39.6K
$1.63M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$381K - $408K
|
12.4K
$512K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8K+ 18.95% |
$363K - $388K
|
74.3K
$3.06M
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.4K+ 52.36% |
$348K - $372K
|
33K
$1.36M
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
11.2K+ 57.42% |
$343K - $368K
|
30.7K
$1.26M
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2KNew |
$311K - $333K
|
10.2K
$418K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.94K+ 80.48% |
$274K - $293K
|
20K
$824K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.58K+ 41.51% |
$232K - $249K
|
25.8K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.52KNew |
$200K - $214K
|
6.52K
$268K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.98K+ 35.46% |
$183K - $196K
|
22.8K
$940K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.29K+ 1.12% |
$162K - $174K
|
477K
$19.6M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.88K+ 19.12% |
$150K - $160K
|
30.4K
$1.25M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.88K+ 24.2% |
$119K - $127K
|
19.9K
$819K
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.3K+ 1.96% |
$101K - $108K
|
172K
$7.07M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.22KNew |
$98.5K - $105K
|
3.22K
$132K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.2KNew |
$97.9K - $105K
|
3.2K
$132K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 2.26% |
$95K - $102K
|
140K
$5.77M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.89K+ 21.09% |
$88.4K - $94.7K
|
16.6K
$681K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.88KNew |
$88.1K - $94.3K
|
2.88K
$118K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.86K+ 39.68% |
$87.6K - $93.9K
|
10.1K
$414K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.7K+ 5.81% |
$52K - $55.7K
|
30.9K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 4.55% |
$51.3K - $55K
|
38.5K
$1.58M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.32KNew |
$40.6K - $43.4K
|
1.32K
$54.5K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.25K+ 2.99% |
$38.4K - $41.1K
|
43.2K
$1.78M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.09K+ 9.72% |
$33.4K - $35.7K
|
12.3K
$506K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
636+ 2.13% |
$19.5K - $20.9K
|
30.5K
$1.25M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
595+ 18.25% |
$18.2K - $19.5K
|
3.86K
$159K
|