Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
112KNew |
N/A
|
112K
$0
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
48.5K+ 53.91% |
N/A
|
139K
$0
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42KNew |
N/A
|
42K
$0
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40.9KNew |
N/A
|
40.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
30.7K+ 146.46% |
N/A
|
51.6K
$0
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.74KNew |
N/A
|
9.74K
$0
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.8KNew |
N/A
|
8.8K
$0
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8.29KNew |
N/A
|
8.29K
$0
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
8.17KNew |
N/A
|
8.17K
$0
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.07K+ 100.0% |
N/A
|
16.1K
$0
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.47KNew |
N/A
|
6.47K
$0
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.89KNew |
N/A
|
2.89K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.74K+ 22.53% |
N/A
|
14.9K
$0
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$0
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.72K+ 3.19% |
N/A
|
55.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$0
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 5.67% |
N/A
|
18.7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
694New |
N/A
|
694
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
510+ 1.63% |
N/A
|
31.8K
$0
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
219+ 2.91% |
N/A
|
7.75K
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124New |
N/A
|
124
$0
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-62- 0.34% |
N/A
|
18.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-125- 7.94% |
N/A
|
1.45K
$0
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-208- 0.63% |
N/A
|
32.9K
$0
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-268- 1.31% |
N/A
|
20.2K
$0
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-320- 3.36% |
N/A
|
9.21K
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 26.67% |
N/A
|
1.1K
$0
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 11.35% |
N/A
|
8.54K
$0
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.56K- 12.8% |
N/A
|
10.6K
$0
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.65K- 3.25% |
N/A
|
49.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.51K- 14.05% |
N/A
|
15.4K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.63K- 76.59% |
N/A
|
1.11K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.82K- 6.93% |
N/A
|
78.2K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.69K- 8.72% |
N/A
|
90.9K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.28K- 19.67% |
N/A
|
37.9K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 6.91% |
N/A
|
137K
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 59.65% |
N/A
|
7.91K
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13K- 38.03% |
N/A
|
21.2K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-15.2K- 68.82% |
N/A
|
6.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.9K- 29.08% |
N/A
|
65.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.9K- 16.57% |
N/A
|
211K
$0
|