Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-7.45K- 3.24% |
$248K - $266K
|
223K
$10.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.12K- 52.11% |
$303K - $326K
|
8.38K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.3K- 55.57% |
$375K - $404K
|
9.03K
$420K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13.5K- 95.62% |
$450K - $484K
|
621
$28.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.7K- 14.15% |
$455K - $490K
|
83.2K
$3.87M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-20.3K- 28.45% |
$676K - $727K
|
51.1K
$2.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-21.1K- 12.07% |
$701K - $754K
|
154K
$7.15M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.8K- 18.84% |
$725K - $780K
|
94K
$4.37M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 5.9% |
$736K - $792K
|
353K
$16.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.2K- 31.86% |
$771K - $829K
|
49.6K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-27.9K- 78.83% |
$926K - $996K
|
7.48K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40K- 12.67% |
$1.33M - $1.43M
|
276K
$12.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-62.9K- 80.35% |
$2.09M - $2.25M
|
15.4K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76K- 65.8% |
$2.53M - $2.72M
|
39.5K
$1.84M
|