Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-160- 1.1% |
$5.92K - $6.24K
|
14.4K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-162- 0.61% |
$5.99K - $6.32K
|
26.2K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-549- 4.32% |
$20.3K - $21.4K
|
12.1K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-776- 11.05% |
$28.7K - $30.3K
|
6.25K
$291K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.03K- 10.18% |
$38.1K - $40.2K
|
9.09K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07K- 85.6% |
$39.6K - $41.7K
|
180
$8.38K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.44K- 13.02% |
$53.1K - $56K
|
9.59K
$446K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 16.01% |
$56.6K - $59.7K
|
8.03K
$373K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.77K- 1.61% |
$65.3K - $68.9K
|
108K
$5.02M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.8K- 30.44% |
$103K - $109K
|
6.39K
$297K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.2K- 93.45% |
$118K - $125K
|
224
$10.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 12.17% |
$133K - $141K
|
26K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.7K- 21.92% |
$137K - $144K
|
13.2K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.43K- 14.49% |
$238K - $251K
|
37.9K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.94K- 55.59% |
$256K - $271K
|
5.54K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.7K- 35.03% |
$285K - $300K
|
14.3K
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.37K- 21.9% |
$310K - $327K
|
29.9K
$1.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.9K- 8.23% |
$1.1M - $1.17M
|
333K
$15.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-37.4K- 25.16% |
$1.38M - $1.46M
|
111K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-77.1K- 79.73% |
$2.85M - $3.01M
|
19.6K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150K- 69.93% |
$5.55M - $5.85M
|
64.5K
$3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-282K- 81.41% |
$10.4M - $11M
|
64.3K
$2.99M
|