Purchases and Sales Made in Q1 2023 in First Exc Trd Viii Cboe Vest U (FJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (FJAN) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
719K+ 9277.2% |
N/A
|
727K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
688K+ 879.59% |
N/A
|
766K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
244K+ 115.7% |
N/A
|
455K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162KNew |
N/A
|
162K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
161K+ 761.96% |
N/A
|
183K
$0
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
91.6KNew |
N/A
|
91.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
90.3KNew |
N/A
|
90.3K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.5K+ 413.9% |
N/A
|
92.5K
$0
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
71.6K+ 715.96% |
N/A
|
81.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.1K+ 134.74% |
N/A
|
88.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40K+ 1388.18% |
N/A
|
42.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.9K+ 241.02% |
N/A
|
50.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.4K+ 208.33% |
N/A
|
45K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.3KNew |
N/A
|
30.3K
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
29K+ 221.07% |
N/A
|
42.1K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
27.8KNew |
N/A
|
27.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.3K+ 82.76% |
N/A
|
58.2K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.6K+ 17.78% |
N/A
|
163K
$0
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
20.6KNew |
N/A
|
20.6K
$0
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
19.4K+ 59.06% |
N/A
|
52.3K
$0
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19.2K+ 297.12% |
N/A
|
25.7K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16.8K+ 170.26% |
N/A
|
26.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
16.6KNew |
N/A
|
16.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.5KNew |
N/A
|
16.5K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 69.37% |
N/A
|
25.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.23KNew |
N/A
|
9.23K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.05K+ 21.55% |
N/A
|
51.1K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8.79KNew |
N/A
|
8.79K
$0
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.33KNew |
N/A
|
7.33K
$0
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
7.3KNew |
N/A
|
7.3K
$0
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.56K+ 316.18% |
N/A
|
8.64K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.18K+ 9.41% |
N/A
|
71.8K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6K+ 86.96% |
N/A
|
12.9K
$0
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
5.85KNew |
N/A
|
5.85K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.76KNew |
N/A
|
5.76K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.87K+ 3.55% |
N/A
|
142K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.95K+ 70.7% |
N/A
|
9.55K
$0
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.68KNew |
N/A
|
3.68K
$0
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.96K+ 31.57% |
N/A
|
12.3K
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.78K+ 26.16% |
N/A
|
13.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.31K+ 11.44% |
N/A
|
22.5K
$0
|