Purchases and Sales Made in Q4 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 Q4 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
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.89KNew |
$183K - $208K
|
4.89K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 1.97% |
$166K - $189K
|
230K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.27K+ 8.57% |
$160K - $182K
|
54.1K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.1K+ 3.99% |
$153K - $174K
|
107K
$5.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3K+ 1.62% |
$112K - $127K
|
188K
$9.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.75K+ 9.35% |
$103K - $117K
|
32.2K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.26K+ 8.18% |
$84.4K - $95.9K
|
29.8K
$1.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$83.7K - $95.1K
|
2.24K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94K+ 34.18% |
$72.4K - $82.3K
|
7.6K
$365K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.63K+ 28.21% |
$60.8K - $69.1K
|
7.39K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.58K+ 9.7% |
$59.1K - $67.2K
|
17.9K
$858K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.52K+ 11.48% |
$56.7K - $64.4K
|
14.7K
$706K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 17.75% |
$38.5K - $43.7K
|
6.83K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.02K+ 1.86% |
$38.1K - $43.3K
|
55.8K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750+ 1.75% |
$28.1K - $31.9K
|
43.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
380+ 2.21% |
$14.2K - $16.2K
|
17.6K
$845K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
255+ 1.36% |
$9.54K - $10.8K
|
19K
$911K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
36New |
$1.35K - $1.53K
|
36
$1.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 1.38% |
$2.17K - $2.47K
|
4.13K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-100- 0.74% |
$3.74K - $4.25K
|
13.4K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-103- 0.67% |
$3.85K - $4.38K
|
15.3K
$736K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-155- 0.99% |
$5.8K - $6.59K
|
15.4K
$741K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-265- 17.67% |
$9.92K - $11.3K
|
1.24K
$59.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-325- 2.67% |
$12.2K - $13.8K
|
11.9K
$570K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-505- 3.5% |
$18.9K - $21.5K
|
13.9K
$669K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-530- 9.85% |
$19.8K - $22.5K
|
4.85K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-583- 0.95% |
$21.8K - $24.8K
|
60.5K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-699- 0.56% |
$26.2K - $29.7K
|
125K
$5.98M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-829- 1.82% |
$31K - $35.2K
|
44.6K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-840- 13.83% |
$31.4K - $35.7K
|
5.24K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.05K- 6.43% |
$39.3K - $44.6K
|
15.3K
$733K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.44K- 5.66% |
$54K - $61.3K
|
24K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46K- 7.2% |
$54.7K - $62.1K
|
18.8K
$904K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 5.01% |
$59.3K - $67.3K
|
30K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2K- 24.77% |
$74.9K - $85.1K
|
6.08K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 3.09% |
$79.6K - $90.4K
|
66.6K
$3.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.13K- 9.0% |
$79.6K - $90.4K
|
21.5K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.45K- 2.7% |
$91.8K - $104K
|
88.4K
$4.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2.72K- 13.41% |
$102K - $116K
|
17.6K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.99K- 3.93% |
$112K - $127K
|
72.9K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.81K- 31.72% |
$143K - $162K
|
8.2K
$394K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.71K- 13.09% |
$176K - $200K
|
31.3K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.64K- 38.35% |
$211K - $240K
|
9.06K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15K- 54.98% |
$562K - $639K
|
12.3K
$591K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-34.7K- 78.94% |
$1.3M - $1.48M
|
9.26K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-76.5K- 17.66% |
$2.86M - $3.25M
|
357K
$17.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-78.9K- 94.28% |
$2.95M - $3.35M
|
4.79K
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-194K- 90.48% |
$7.26M - $8.25M
|
20.4K
$981K
|