Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Cboe Vest Us (FAUG)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FAUG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
286KNew |
$9.87M - $10.5M
|
286K
$13.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
219K+ 244.11% |
$7.54M - $8.05M
|
308K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
130K+ 5691.94% |
$4.48M - $4.79M
|
132K
$6.12M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.7K+ 34.85% |
$3.44M - $3.67M
|
386K
$17.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
54.1K+ 39.68% |
$1.87M - $1.99M
|
191K
$8.82M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
44.9KNew |
$1.55M - $1.65M
|
44.9K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30KNew |
$1.03M - $1.1M
|
30K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 26.0% |
$933K - $996K
|
131K
$6.07M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.8K+ 88.16% |
$786K - $839K
|
48.6K
$2.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.7KNew |
$714K - $763K
|
20.7K
$960K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
19.5KNew |
$671K - $717K
|
19.5K
$901K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.6K+ 2.85% |
$537K - $574K
|
563K
$26.1M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.1KNew |
$450K - $481K
|
13.1K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$435K - $465K
|
12.6K
$585K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.6KNew |
$401K - $428K
|
11.6K
$538K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10KNew |
$345K - $368K
|
10K
$463K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.82KNew |
$338K - $361K
|
9.82K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.35K+ 32.35% |
$322K - $344K
|
38.3K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
9.12KNew |
$314K - $336K
|
9.12K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.36KNew |
$288K - $308K
|
8.36K
$387K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.01K+ 110.98% |
$276K - $295K
|
15.2K
$705K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.65K+ 60.38% |
$264K - $282K
|
20.3K
$942K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.37KNew |
$254K - $272K
|
7.37K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.35KNew |
$253K - $271K
|
7.35K
$340K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.21KNew |
$249K - $266K
|
7.21K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$243K - $260K
|
7.05K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 42.98% |
$235K - $251K
|
22.7K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.29KNew |
$217K - $232K
|
6.29K
$291K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.98KNew |
$206K - $220K
|
5.98K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.9K+ 41.14% |
$134K - $144K
|
13.4K
$620K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
3.83K+ 9.57% |
$132K - $141K
|
43.9K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.32K+ 5.42% |
$114K - $122K
|
64.5K
$2.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.88K+ 2.52% |
$99.3K - $106K
|
117K
$5.43M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.84K+ 31.4% |
$98K - $105K
|
11.9K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.23K+ 33.87% |
$76.7K - $81.9K
|
8.8K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 16.84% |
$70.7K - $75.5K
|
14.2K
$659K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 22.61% |
$66.5K - $71K
|
10.5K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.82K+ 74.42% |
$62.6K - $66.8K
|
4.25K
$197K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.7K+ 11.58% |
$58.4K - $62.4K
|
16.3K
$756K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.28K+ 4.23% |
$44K - $47K
|
31.5K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
473New |
$16.3K - $17.4K
|
473
$21.9K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
375+ 1.2% |
$12.9K - $13.8K
|
31.7K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
166New |
$5.72K - $6.11K
|
166
$7.69K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2- 0.01% |
$69 - $73.7
|
15.1K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6- 0.06% |
$207 - $221
|
10.5K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-18- 0.15% |
$621 - $663
|
11.9K
$552K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20- 0.03% |
$690 - $737
|
79.7K
$3.69M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-50- 0.85% |
$1.72K - $1.84K
|
5.82K
$270K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 0.35% |
$2.48K - $2.65K
|
20.5K
$950K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91- 0.62% |
$3.14K - $3.35K
|
14.5K
$672K
|