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
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.96K- 6.37% |
$110K - $119K
|
43.4K
$2.09M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-3.54K- 3.68% |
$132K - $143K
|
92.6K
$4.45M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.04K- 41.84% |
$150K - $163K
|
5.61K
$269K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.2K- 8.12% |
$156K - $169K
|
47.5K
$2.28M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.72K- 10.43% |
$175K - $190K
|
40.5K
$1.94M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.61K- 5.7% |
$209K - $226K
|
92.9K
$4.46M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.69K- 12.2% |
$249K - $270K
|
48.2K
$2.31M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.26K- 6.1% |
$270K - $292K
|
112K
$5.36M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.27K- 11.02% |
$270K - $293K
|
58.7K
$2.82M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-10.4K- 24.6% |
$386K - $418K
|
31.8K
$1.53M
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
SELL
|
- |
-12.3K- 48.17% |
$458K - $496K
|
13.3K
$636K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.6K- 19.87% |
$542K - $587K
|
58.8K
$2.82M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.5K- 16.73% |
$577K - $624K
|
77.2K
$3.71M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.3K- 46.03% |
$605K - $654K
|
19.1K
$915K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 3.27% |
$644K - $697K
|
512K
$24.6M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.4K- 17.9% |
$647K - $700K
|
79.7K
$3.83M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.7K- 33.49% |
$694K - $751K
|
37K
$1.78M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-19.3K- 46.68% |
$717K - $776K
|
22K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.3K- 58.12% |
$941K - $1.02M
|
18.2K
$875K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-57.3K- 68.92% |
$2.13M - $2.31M
|
25.8K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.8K- 21.91% |
$2.89M - $3.13M
|
277K
$13.3M
|