Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64.6K+ 339.2% |
$2.51M - $2.67M
|
83.7K
$3.98M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
63.5K+ 106.22% |
$2.46M - $2.62M
|
123K
$5.85M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
62.1KNew |
$2.41M - $2.57M
|
62.1K
$2.95M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.7K+ 37.69% |
$1.97M - $2.09M
|
185K
$8.8M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
44KNew |
$1.7M - $1.81M
|
44K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.1K+ 326.84% |
$1.17M - $1.24M
|
39.3K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 34.64% |
$1.04M - $1.1M
|
104K
$4.94M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.3KNew |
$787K - $838K
|
20.3K
$964K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.9K+ 225.66% |
$734K - $782K
|
27.3K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15.6KNew |
$604K - $644K
|
15.6K
$741K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8KNew |
$497K - $530K
|
12.8K
$610K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
$472K - $503K
|
12.2K
$579K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.63K+ 24.93% |
$373K - $398K
|
48.3K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
6.08KNew |
$235K - $251K
|
6.08K
$289K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.66KNew |
$219K - $234K
|
5.66K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 424.94% |
$131K - $140K
|
4.19K
$199K
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.2K+ 2.62% |
$124K - $132K
|
125K
$5.95M
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.98K+ 0.69% |
$116K - $123K
|
433K
$20.6M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05K+ 20.58% |
$79.5K - $84.6K
|
12K
$571K
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
933+ 13.05% |
$36.2K - $38.5K
|
8.08K
$384K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
555+ 1.28% |
$21.5K - $22.9K
|
44K
$2.09M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
157+ 0.33% |
$6.09K - $6.48K
|
47.6K
$2.26M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125New |
$4.85K - $5.16K
|
125
$5.94K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88+ 0.32% |
$3.41K - $3.63K
|
27.6K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14- 0.25% |
$543 - $578
|
5.6K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-29- 0.39% |
$1.12K - $1.2K
|
7.5K
$356K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-85- 0.52% |
$3.29K - $3.51K
|
16.3K
$775K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-154- 1.06% |
$5.97K - $6.36K
|
14.4K
$683K
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-166- 1.01% |
$6.43K - $6.85K
|
16.3K
$774K
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-200- 1.06% |
$7.75K - $8.26K
|
18.7K
$889K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-225- 3.74% |
$8.72K - $9.29K
|
5.8K
$275K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-365- 1.41% |
$14.1K - $15.1K
|
25.5K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-435- 1.36% |
$16.9K - $18K
|
31.6K
$1.5M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-510- 10.65% |
$19.8K - $21.1K
|
4.28K
$203K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-710- 0.45% |
$27.5K - $29.3K
|
158K
$7.52M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-823- 11.61% |
$31.9K - $34K
|
6.26K
$297K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1K- 6.48% |
$38.8K - $41.3K
|
14.4K
$685K
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-1.18K- 8.87% |
$45.6K - $48.5K
|
12.1K
$574K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.44K- 3.29% |
$55.7K - $59.3K
|
42.3K
$2.01M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.73K- 1.86% |
$66.9K - $71.2K
|
90.9K
$4.32M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.84K- 10.63% |
$71.2K - $75.8K
|
15.4K
$733K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.64K- 2.51% |
$102K - $109K
|
103K
$4.88M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.82K- 5.85% |
$109K - $116K
|
45.3K
$2.15M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.9K- 18.01% |
$112K - $120K
|
13.2K
$627K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.63K- 4.57% |
$141K - $150K
|
75.9K
$3.6M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.88K- 97.86% |
$150K - $160K
|
85
$4.04K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.93K- 9.85% |
$152K - $162K
|
36K
$1.71M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.56K- 17.12% |
$177K - $188K
|
22.1K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.62K- 16.36% |
$179K - $191K
|
23.6K
$1.12M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5.39K- 20.97% |
$209K - $223K
|
20.3K
$965K
|