Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.23MNew |
$38.6M - $43.1M
|
1.23M
$50.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
662KNew |
$20.7M - $23.1M
|
662K
$27.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
480K+ 436.3% |
$15M - $16.8M
|
590K
$24.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
454KNew |
$14.2M - $15.9M
|
454K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
164K+ 40.82% |
$5.15M - $5.75M
|
567K
$23.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
123KNew |
$3.84M - $4.29M
|
123K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
97.8KNew |
$3.06M - $3.42M
|
97.8K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.7K+ 114.09% |
$1.53M - $1.7M
|
91.4K
$3.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
45.3KNew |
$1.42M - $1.58M
|
45.3K
$1.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
35.4KNew |
$1.11M - $1.24M
|
35.4K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.5K+ 229.13% |
$1.05M - $1.17M
|
48.1K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
28.4KNew |
$891K - $995K
|
28.4K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23.5KNew |
$737K - $823K
|
23.5K
$970K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.8KNew |
$590K - $659K
|
18.8K
$776K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.8KNew |
$587K - $656K
|
18.8K
$773K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$453K - $506K
|
14.5K
$597K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.7KNew |
$398K - $444K
|
12.7K
$523K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.6KNew |
$395K - $441K
|
12.6K
$520K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12KNew |
$377K - $421K
|
12K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.63K+ 34.88% |
$301K - $337K
|
37.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.59KNew |
$300K - $335K
|
9.59K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.96KNew |
$281K - $313K
|
8.96K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.6K+ 39.44% |
$238K - $266K
|
26.9K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.54K+ 11.44% |
$236K - $264K
|
73.5K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.32K+ 74.41% |
$229K - $256K
|
17.2K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.17K+ 60.19% |
$224K - $251K
|
19.1K
$786K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.87KNew |
$184K - $205K
|
5.87K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.79KNew |
$181K - $202K
|
5.79K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.12K+ 22.05% |
$129K - $144K
|
22.8K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.05K+ 11.09% |
$127K - $141K
|
40.5K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.81K+ 15.44% |
$119K - $133K
|
28.5K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.47K+ 3.28% |
$109K - $121K
|
109K
$4.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.24K+ 2.8% |
$70.2K - $78.4K
|
82.3K
$3.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.67KNew |
$52.3K - $58.4K
|
1.67K
$68.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.54K+ 2.66% |
$48.1K - $53.7K
|
59.3K
$2.44M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
738New |
$23.1K - $25.8K
|
738
$30.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$15.7K - $17.5K
|
500
$20.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
241New |
$7.55K - $8.43K
|
241
$9.93K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$3.13K - $3.5K
|
100
$4.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82+ 0.73% |
$2.57K - $2.87K
|
11.3K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-34- 1.53% |
$1.06K - $1.19K
|
2.18K
$89.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-80- 7.12% |
$2.5K - $2.8K
|
1.04K
$43K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-125- 0.11% |
$3.91K - $4.37K
|
118K
$4.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-126- 1.85% |
$3.95K - $4.4K
|
6.7K
$276K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-325- 2.09% |
$10.2K - $11.4K
|
15.2K
$628K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-360- 3.14% |
$11.3K - $12.6K
|
11.1K
$458K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-799- 2.16% |
$25K - $27.9K
|
36.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 1.12% |
$37.6K - $42K
|
106K
$4.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.58K- 15.54% |
$49.6K - $55.3K
|
8.6K
$354K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.6K- 16.84% |
$50.1K - $55.9K
|
7.9K
$326K
|