Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
637K+ 10939.42% |
$23M - $24.6M
|
642K
$29.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
501KNew |
$18.1M - $19.3M
|
501K
$23.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
282K+ 847.07% |
$10.2M - $10.9M
|
315K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
257K+ 66.7% |
$9.29M - $9.93M
|
643K
$29.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
249KNew |
$8.98M - $9.6M
|
249K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
245K+ 85.63% |
$8.86M - $9.47M
|
532K
$24.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
211KNew |
$7.63M - $8.16M
|
211K
$9.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
168K+ 2134.8% |
$6.08M - $6.5M
|
176K
$8.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
104K+ 10484.12% |
$3.77M - $4.03M
|
105K
$4.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
76.4K+ 262.35% |
$2.76M - $2.95M
|
105K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
62.3KNew |
$2.25M - $2.41M
|
62.3K
$2.89M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59K+ 304.51% |
$2.13M - $2.28M
|
78.3K
$3.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
52.7KNew |
$1.9M - $2.03M
|
52.7K
$2.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
41.1KNew |
$1.48M - $1.59M
|
41.1K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 169.18% |
$1.24M - $1.33M
|
54.7K
$2.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.5K+ 24.05% |
$1.14M - $1.22M
|
163K
$7.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 23.61% |
$1.07M - $1.15M
|
155K
$7.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.6K+ 928.12% |
$1.03M - $1.1M
|
31.7K
$1.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
28.5K+ 14.98% |
$1.03M - $1.1M
|
219K
$10.1M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
28K+ 240.75% |
$1.01M - $1.08M
|
39.6K
$1.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
23.9KNew |
$863K - $923K
|
23.9K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.4KNew |
$700K - $748K
|
19.4K
$897K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 240.87% |
$642K - $686K
|
25.1K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$534K - $570K
|
14.8K
$684K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.1KNew |
$509K - $544K
|
14.1K
$652K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 135.44% |
$480K - $513K
|
23.1K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 22.68% |
$461K - $493K
|
69K
$3.2M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12KNew |
$432K - $462K
|
12K
$554K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6KNew |
$420K - $449K
|
11.6K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 2.06% |
$419K - $448K
|
574K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5KNew |
$417K - $445K
|
11.5K
$534K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11KNew |
$399K - $427K
|
11K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$396K - $423K
|
11K
$507K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.89KNew |
$357K - $382K
|
9.89K
$458K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.63K+ 10.42% |
$348K - $372K
|
102K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.9K+ 141.53% |
$322K - $344K
|
15.2K
$703K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.9K+ 3.66% |
$322K - $344K
|
252K
$11.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.23K+ 63.02% |
$297K - $318K
|
21.3K
$986K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.65KNew |
$276K - $295K
|
7.65K
$354K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.21KNew |
$260K - $278K
|
7.21K
$334K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.92KNew |
$250K - $267K
|
6.92K
$320K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.04KNew |
$218K - $233K
|
6.04K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.79KNew |
$209K - $223K
|
5.79K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.62KNew |
$203K - $217K
|
5.62K
$260K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.53KNew |
$200K - $214K
|
5.53K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.7K+ 12.41% |
$170K - $182K
|
42.6K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.93K+ 44.68% |
$142K - $152K
|
12.7K
$589K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.5K+ 37.64% |
$126K - $135K
|
12.8K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.04K+ 41.31% |
$110K - $117K
|
10.4K
$481K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.82K+ 2.41% |
$102K - $109K
|
120K
$5.56M
|