Purchases and Sales Made in Q1 2023 in First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (FOCT) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRAD FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
227KNew |
$7.46M - $8.04M
|
227K
$9.81M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
45.3KNew |
$1.49M - $1.6M
|
45.3K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.4K+ 793.55% |
$998K - $1.08M
|
34.2K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
25.8KNew |
$848K - $915K
|
25.8K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
24.8KNew |
$813K - $877K
|
24.8K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
22.4K+ 94.42% |
$735K - $793K
|
46.1K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.9K+ 77.41% |
$720K - $777K
|
50.3K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.72KNew |
$286K - $309K
|
8.72K
$376K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.4K+ 1.7% |
$276K - $297K
|
501K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.09KNew |
$233K - $251K
|
7.09K
$306K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.99KNew |
$197K - $212K
|
5.99K
$259K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.32KNew |
$142K - $153K
|
4.32K
$186K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.39K+ 1.93% |
$111K - $120K
|
179K
$7.74M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.36K+ 43.38% |
$110K - $119K
|
11.1K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.63KNew |
$53.6K - $57.8K
|
1.63K
$70.5K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.17K+ 9.65% |
$38.4K - $41.4K
|
13.3K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
950+ 10.67% |
$31.2K - $33.6K
|
9.85K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
667+ 9.28% |
$21.9K - $23.6K
|
7.85K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
383New |
$12.6K - $13.6K
|
383
$16.5K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
137New |
$4.5K - $4.85K
|
137
$5.92K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-58- 0.6% |
$1.9K - $2.05K
|
9.56K
$413K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 0.19% |
$1.97K - $2.13K
|
30.9K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82- 0.55% |
$2.69K - $2.9K
|
14.9K
$643K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-103- 0.68% |
$3.38K - $3.65K
|
15K
$646K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-148- 1.22% |
$4.86K - $5.24K
|
12K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-159- 2.49% |
$5.22K - $5.63K
|
6.22K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-165- 2.5% |
$5.42K - $5.84K
|
6.43K
$278K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-202- 1.73% |
$6.63K - $7.15K
|
11.5K
$495K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-236- 6.21% |
$7.75K - $8.36K
|
3.57K
$154K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-290- 17.85% |
$9.52K - $10.3K
|
1.34K
$57.6K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-485- 5.04% |
$15.9K - $17.2K
|
9.14K
$395K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-508- 14.32% |
$16.7K - $18K
|
3.04K
$131K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-579- 22.75% |
$19K - $20.5K
|
1.97K
$84.9K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-775- 8.51% |
$25.4K - $27.5K
|
8.33K
$360K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1K- 14.38% |
$32.8K - $35.4K
|
5.96K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.14K- 1.64% |
$37.3K - $40.3K
|
68K
$2.94M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.49K- 52.66% |
$48.8K - $52.6K
|
1.34K
$57.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.51K- 3.15% |
$49.6K - $53.5K
|
46.4K
$2M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.87K- 7.18% |
$94.3K - $102K
|
37.1K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.92K- 8.23% |
$95.7K - $103K
|
32.5K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.23K- 10.46% |
$106K - $114K
|
27.6K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.83K- 7.16% |
$126K - $136K
|
49.7K
$2.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.95K- 5.77% |
$130K - $140K
|
64.5K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.34K- 9.56% |
$142K - $154K
|
41.1K
$1.77M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.52K- 5.08% |
$148K - $160K
|
84.5K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.59K- 2.02% |
$151K - $163K
|
223K
$9.62M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.19K- 3.07% |
$203K - $219K
|
196K
$8.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.38K- 28.08% |
$209K - $226K
|
16.3K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.3K- 29.76% |
$404K - $436K
|
29K
$1.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 9.6% |
$408K - $440K
|
117K
$5.05M
|