Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
122KNew |
$4.54M - $4.91M
|
122K
$5.8M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
41.6K+ 228.02% |
$1.55M - $1.67M
|
59.8K
$2.84M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.3KNew |
$643K - $695K
|
17.3K
$820K
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17.1K+ 7.43% |
$635K - $687K
|
247K
$11.7M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16K+ 55.89% |
$596K - $645K
|
44.7K
$2.12M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.6K+ 16.06% |
$542K - $587K
|
105K
$5M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.2KNew |
$378K - $409K
|
10.2K
$482K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.57K+ 56.12% |
$356K - $385K
|
26.6K
$1.26M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.39KNew |
$312K - $338K
|
8.39K
$399K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.26KNew |
$233K - $252K
|
6.26K
$297K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.93K+ 56.67% |
$221K - $239K
|
16.4K
$779K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.61K+ 81.19% |
$209K - $226K
|
12.5K
$594K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.38KNew |
$200K - $217K
|
5.38K
$256K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.61K+ 3.55% |
$172K - $186K
|
135K
$6.39M
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.01K+ 22.39% |
$112K - $121K
|
16.5K
$781K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.76K+ 20.66% |
$103K - $111K
|
16.1K
$764K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 23.19% |
$84.3K - $91.2K
|
12K
$572K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 82.93% |
$66.9K - $72.4K
|
3.97K
$188K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.77K+ 20.91% |
$65.8K - $71.3K
|
10.2K
$486K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.75K+ 1.65% |
$65.2K - $70.6K
|
108K
$5.14M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.73K+ 23.08% |
$64.2K - $69.4K
|
9.2K
$437K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
798New |
$29.7K - $32.1K
|
798
$37.9K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$22.3K - $24.2K
|
600
$28.5K
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
535+ 8.17% |
$19.9K - $21.5K
|
7.09K
$337K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
57+ 0.2% |
$2.12K - $2.29K
|
28.2K
$1.34M
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$37.2 - $40.3
|
18.9K
$899K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-112- 1.47% |
$4.17K - $4.51K
|
7.53K
$358K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-120- 0.08% |
$4.46K - $4.83K
|
159K
$7.55M
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-130- 0.58% |
$4.84K - $5.23K
|
22.1K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 3.29% |
$6.06K - $6.56K
|
4.79K
$227K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-192- 2.62% |
$7.14K - $7.73K
|
7.15K
$340K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-220- 12.79% |
$8.18K - $8.86K
|
1.5K
$71.3K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-250- 2.45% |
$9.3K - $10.1K
|
9.96K
$473K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-253- 4.03% |
$9.41K - $10.2K
|
6.02K
$286K
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-270- 1.33% |
$10K - $10.9K
|
20K
$948K
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-300- 0.68% |
$11.2K - $12.1K
|
43.9K
$2.08M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-351- 1.26% |
$13.1K - $14.1K
|
27.5K
$1.31M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 1.54% |
$18.6K - $20.1K
|
32K
$1.52M
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-518- 1.17% |
$19.3K - $20.9K
|
43.7K
$2.08M
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-750- 1.56% |
$27.9K - $30.2K
|
47.2K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-870- 7.06% |
$32.4K - $35K
|
11.5K
$544K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 1.31% |
$39.3K - $42.6K
|
79.6K
$3.78M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.08K- 2.72% |
$40.2K - $43.5K
|
38.6K
$1.84M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.1K- 15.14% |
$40.9K - $44.3K
|
6.17K
$293K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 7.27% |
$42.4K - $45.9K
|
14.5K
$691K
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.31K- 4.84% |
$48.6K - $52.6K
|
25.7K
$1.22M
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.38K- 2.91% |
$88.6K - $95.9K
|
79.5K
$3.78M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.38K- 26.94% |
$88.7K - $96K
|
6.46K
$307K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.53K- 52.13% |
$94.2K - $102K
|
2.33K
$110K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.96K- 6.37% |
$110K - $119K
|
43.4K
$2.06M
|