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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
457+ 4.08% |
$14K - $15K
|
11.7K
$492K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
335+ 2.59% |
$10.3K - $11K
|
13.3K
$559K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
316New |
$9.68K - $10.4K
|
316
$13.3K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
165+ 1.33% |
$5.05K - $5.41K
|
12.6K
$531K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
111+ 0.08% |
$3.4K - $3.64K
|
135K
$5.67M
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
32+ 0.13% |
$980 - $1.05K
|
25K
$1.05M
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
17+ 0.25% |
$521 - $558
|
6.8K
$287K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11- 0.16% |
$337 - $361
|
6.82K
$288K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-182- 0.39% |
$5.57K - $5.97K
|
47K
$1.98M
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-725- 2.52% |
$22.2K - $23.8K
|
28.1K
$1.18M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.17K- 28.23% |
$35.9K - $38.5K
|
2.98K
$126K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.35K- 4.85% |
$41.4K - $44.3K
|
26.5K
$1.12M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.7K- 15.6% |
$52.1K - $55.8K
|
9.2K
$388K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.09K- 13.8% |
$64K - $68.6K
|
13.1K
$550K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.66K- 24.93% |
$112K - $120K
|
11K
$465K
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-9.03K- 0.67% |
$277K - $296K
|
1.34M
$56.5M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.2K- 13.82% |
$282K - $302K
|
57.3K
$2.42M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 36.26% |
$333K - $357K
|
19.1K
$806K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.4K- 48.07% |
$348K - $372K
|
12.3K
$517K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 59.99% |
$419K - $449K
|
9.13K
$385K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22K- 34.55% |
$674K - $722K
|
41.7K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.6K- 37.18% |
$693K - $742K
|
38.2K
$1.61M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.9K- 16.84% |
$916K - $982K
|
148K
$6.23M
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-42.1K- 39.26% |
$1.29M - $1.38M
|
65.2K
$2.75M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-63K- 36.99% |
$1.93M - $2.07M
|
107K
$4.53M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-179K- 53.46% |
$5.48M - $5.87M
|
156K
$6.57M
|