Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Ft Cboe Vest (FNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (FNOV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII FT CBOE VEST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
230KNew |
$8.09M - $8.72M
|
230K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56.9K+ 346.96% |
$2.01M - $2.16M
|
73.4K
$3.48M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.7K+ 50.47% |
$1.26M - $1.36M
|
107K
$5.06M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
30.3K+ 254.08% |
$1.07M - $1.15M
|
42.2K
$2M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
28.7KNew |
$1.01M - $1.09M
|
28.7K
$1.36M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.8KNew |
$981K - $1.06M
|
27.8K
$1.32M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.7K+ 184.03% |
$943K - $1.02M
|
41.3K
$1.96M
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
20.2KNew |
$713K - $769K
|
20.2K
$961K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.3KNew |
$470K - $507K
|
13.3K
$634K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$426K - $459K
|
12.1K
$575K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 32.37% |
$375K - $404K
|
43.5K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
10.6KNew |
$373K - $402K
|
10.6K
$502K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.65K+ 23.65% |
$305K - $329K
|
45.2K
$2.15M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.47KNew |
$298K - $322K
|
8.47K
$402K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.54KNew |
$266K - $286K
|
7.54K
$358K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.48KNew |
$263K - $284K
|
7.48K
$355K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.38K+ 8.65% |
$260K - $280K
|
92.7K
$4.4M
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.29K+ 118.57% |
$257K - $277K
|
13.4K
$638K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.91K+ 20.78% |
$244K - $262K
|
40.2K
$1.91M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.33KNew |
$188K - $202K
|
5.33K
$253K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.71K+ 27.6% |
$166K - $179K
|
21.8K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.46K+ 5.85% |
$157K - $169K
|
80.6K
$3.83M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.59K+ 4.12% |
$127K - $136K
|
90.8K
$4.31M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.2KNew |
$113K - $122K
|
3.2K
$152K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.76K+ 411.19% |
$97.1K - $105K
|
3.43K
$163K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.17KNew |
$76.4K - $82.4K
|
2.17K
$103K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6KNew |
$56.4K - $60.8K
|
1.6K
$76K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.29K+ 0.82% |
$45.5K - $49.1K
|
159K
$7.56M
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.24K+ 0.29% |
$43.9K - $47.3K
|
430K
$20.4M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 20.52% |
$43.6K - $47K
|
7.27K
$345K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
335+ 0.85% |
$11.8K - $12.7K
|
39.7K
$1.89M
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
272+ 3.85% |
$9.59K - $10.3K
|
7.34K
$349K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
162New |
$5.71K - $6.15K
|
162
$7.7K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69+ 5.75% |
$2.43K - $2.62K
|
1.27K
$60.3K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
64+ 0.23% |
$2.26K - $2.43K
|
28.2K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.1% |
$176 - $190
|
4.95K
$235K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$35.3 - $38
|
1
$47.5
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.0% |
$35.3 - $38
|
130K
$6.17M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34- 0.44% |
$1.2K - $1.29K
|
7.64K
$363K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-152- 1.43% |
$5.36K - $5.77K
|
10.5K
$497K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-243- 0.25% |
$8.57K - $9.23K
|
98.5K
$4.68M
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-300- 0.67% |
$10.6K - $11.4K
|
44.2K
$2.1M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-500- 3.81% |
$17.6K - $19K
|
12.6K
$600K
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-620- 2.71% |
$21.9K - $23.6K
|
22.2K
$1.06M
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-750- 1.54% |
$26.4K - $28.5K
|
48K
$2.28M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-820- 7.11% |
$28.9K - $31.2K
|
10.7K
$508K
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.05K- 3.74% |
$37K - $39.9K
|
27K
$1.28M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 14.71% |
$42K - $45.2K
|
6.91K
$328K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.34K- 2.52% |
$47.2K - $50.8K
|
51.7K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.78K- 15.55% |
$62.6K - $67.5K
|
9.65K
$458K
|