Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.52K- 2.27% |
$63.9K - $68K
|
65.5K
$3.11M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 5.8% |
$72.8K - $77.4K
|
28.1K
$1.33M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 6.74% |
$83.6K - $88.9K
|
27.5K
$1.31M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.04K- 2.8% |
$85.6K - $91.1K
|
70.8K
$3.36M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.18K- 6.98% |
$91.8K - $97.7K
|
29.1K
$1.38M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.55K- 2.95% |
$107K - $114K
|
84.1K
$4M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.67K- 19.14% |
$112K - $119K
|
11.3K
$535K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.93K- 5.77% |
$123K - $131K
|
47.8K
$2.27M
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.34K- 24.93% |
$140K - $149K
|
10.1K
$477K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.32K- 14.41% |
$182K - $193K
|
25.7K
$1.22M
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.24K- 34.3% |
$220K - $234K
|
10K
$476K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.56K- 25.86% |
$234K - $249K
|
15.9K
$757K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.27K- 11.59% |
$264K - $281K
|
47.8K
$2.27M
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 32.8% |
$282K - $300K
|
13.7K
$652K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.82K- 39.84% |
$287K - $305K
|
10.3K
$489K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.65K- 13.02% |
$322K - $342K
|
51.1K
$2.43M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 2.46% |
$540K - $574K
|
509K
$24.2M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.6K- 48.06% |
$907K - $965K
|
23.3K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.2K- 48.92% |
$1.02M - $1.08M
|
25.3K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 72.69% |
$1.06M - $1.13M
|
9.47K
$450K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-29.2K- 61.86% |
$1.23M - $1.31M
|
18K
$855K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.7K- 13.71% |
$1.29M - $1.37M
|
193K
$9.18M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-32.9K- 17.7% |
$1.38M - $1.47M
|
153K
$7.27M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.4K- 40.76% |
$1.4M - $1.49M
|
48.5K
$2.3M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-94K- 84.2% |
$3.95M - $4.21M
|
17.6K
$838K
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-120K- 96.21% |
$5.04M - $5.36M
|
4.71K
$224K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-127K- 79.16% |
$5.35M - $5.69M
|
33.5K
$1.59M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-160K- 95.94% |
$6.72M - $7.15M
|
6.76K
$321K
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-181K- 95.98% |
$7.59M - $8.08M
|
7.57K
$359K
|