Purchases and Sales Made in Q1 2023 in First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.2KNew |
$1.77M - $1.9M
|
49.2K
$2.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.7KNew |
$1.07M - $1.14M
|
29.7K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3K+ 240.34% |
$657K - $705K
|
25.9K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.3K+ 1227.79% |
$620K - $665K
|
18.7K
$975K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.5KNew |
$483K - $518K
|
13.5K
$702K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.3KNew |
$441K - $473K
|
12.3K
$642K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
12.1KNew |
$434K - $466K
|
12.1K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9K+ 68.75% |
$391K - $420K
|
26.7K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$371K - $398K
|
10.3K
$539K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.1K+ 45.92% |
$364K - $391K
|
32.2K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.66KNew |
$239K - $256K
|
6.66K
$347K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.77KNew |
$207K - $222K
|
5.77K
$301K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.51KNew |
$198K - $212K
|
5.51K
$287K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.38KNew |
$193K - $207K
|
5.38K
$280K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.81K+ 85.35% |
$173K - $185K
|
10.5K
$545K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42K+ 5.76% |
$158K - $170K
|
81.1K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.37K+ 3673.95% |
$157K - $168K
|
4.49K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.33K+ 17.1% |
$155K - $167K
|
29.6K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 2.13% |
$66K - $70.8K
|
88.2K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 0.54% |
$61.2K - $65.7K
|
318K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.65K+ 20.58% |
$59.4K - $63.7K
|
9.69K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
590+ 2.65% |
$21.2K - $22.7K
|
22.8K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
543+ 1.34% |
$19.5K - $20.9K
|
41.1K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
234+ 0.99% |
$8.4K - $9.01K
|
23.8K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12- 0.1% |
$431 - $462
|
12.2K
$637K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-161- 0.34% |
$5.78K - $6.2K
|
46.7K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 8.7% |
$7.18K - $7.7K
|
2.1K
$110K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-225- 3.69% |
$8.08K - $8.66K
|
5.87K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-326- 1.08% |
$11.7K - $12.6K
|
29.8K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-377- 0.31% |
$13.5K - $14.5K
|
121K
$6.33M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-418- 3.2% |
$15K - $16.1K
|
12.7K
$660K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-700- 4.64% |
$25.1K - $27K
|
14.4K
$750K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.4K- 18.15% |
$50.2K - $53.9K
|
6.32K
$330K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 1.42% |
$55.4K - $59.4K
|
107K
$5.58M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.61K- 8.22% |
$57.7K - $61.9K
|
17.9K
$936K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.61K- 5.07% |
$57.8K - $62K
|
30.2K
$1.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.63K- 3.67% |
$58.5K - $62.8K
|
42.8K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 20.18% |
$65.3K - $70K
|
7.2K
$376K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.03K- 7.15% |
$72.9K - $78.2K
|
26.4K
$1.38M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.6K- 2.15% |
$93.3K - $100K
|
118K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 21.9% |
$118K - $126K
|
11.7K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.07K- 13.58% |
$146K - $157K
|
25.9K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.13K- 29.6% |
$148K - $159K
|
9.82K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.29K- 16.02% |
$190K - $204K
|
27.7K
$1.45M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.42K- 8.79% |
$194K - $209K
|
56.2K
$2.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.47K- 24.76% |
$196K - $211K
|
16.6K
$868K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.73K- 15.68% |
$242K - $259K
|
36.2K
$1.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.78K- 41.26% |
$315K - $338K
|
12.5K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.83K- 10.23% |
$317K - $340K
|
77.5K
$4.04M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.27K- 1.58% |
$333K - $357K
|
576K
$30M
|