Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
128K+ 46.12% |
$4.62M - $5.15M
|
405K
$18.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
120KNew |
$4.33M - $4.83M
|
120K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
79.2KNew |
$2.86M - $3.19M
|
79.2K
$3.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.8K+ 83.93% |
$2.7M - $3.01M
|
164K
$7.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
32.4KNew |
$1.17M - $1.31M
|
32.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
27KNew |
$975K - $1.09M
|
27K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20.3K+ 155.9% |
$733K - $817K
|
33.3K
$1.55M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 9533.49% |
$730K - $813K
|
20.4K
$950K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.6K+ 27.95% |
$636K - $709K
|
80.6K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 461.23% |
$606K - $676K
|
20.4K
$950K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.2KNew |
$585K - $652K
|
16.2K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16KNew |
$578K - $644K
|
16K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 44.86% |
$525K - $585K
|
46.9K
$2.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8KNew |
$390K - $435K
|
10.8K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 3.03% |
$364K - $406K
|
343K
$16M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.93K+ 175.76% |
$359K - $400K
|
15.6K
$725K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9.11KNew |
$329K - $367K
|
9.11K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.89K+ 62.23% |
$321K - $358K
|
23.2K
$1.08M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.77KNew |
$280K - $313K
|
7.77K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.11KNew |
$257K - $286K
|
7.11K
$331K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
6.9KNew |
$249K - $278K
|
6.9K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.81KNew |
$210K - $234K
|
5.81K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$197K - $220K
|
5.46K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
5.37K+ 20.49% |
$194K - $216K
|
31.6K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
5.18K+ 53.87% |
$187K - $209K
|
14.8K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.13K+ 13.76% |
$185K - $206K
|
42.4K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.1KNew |
$184K - $205K
|
5.1K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.04KNew |
$182K - $203K
|
5.04K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.03K+ 67.81% |
$182K - $202K
|
12.5K
$579K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.59K+ 54.49% |
$166K - $185K
|
13K
$606K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 29.82% |
$142K - $158K
|
17.1K
$795K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.67K+ 12.25% |
$133K - $148K
|
33.6K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.19K+ 3.56% |
$115K - $128K
|
92.9K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.95K+ 15.03% |
$106K - $119K
|
22.6K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.48K+ 14.01% |
$53.3K - $59.4K
|
12K
$559K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$50.6K - $56.4K
|
1.4K
$65.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.39K+ 8.67% |
$50.1K - $55.8K
|
17.4K
$809K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 556.7% |
$45K - $50.2K
|
1.47K
$68.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.11K+ 19.78% |
$40K - $44.6K
|
6.71K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
860New |
$31.1K - $34.6K
|
860
$40K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
767+ 255.67% |
$27.7K - $30.9K
|
1.07K
$49.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
685+ 1.61% |
$24.7K - $27.6K
|
43.2K
$2.01M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
660+ 10.32% |
$23.8K - $26.6K
|
7.05K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
620+ 1.19% |
$22.4K - $25K
|
52.5K
$2.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
353+ 2.67% |
$12.7K - $14.2K
|
13.6K
$632K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13- 0.09% |
$469 - $523
|
14.7K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 0.22% |
$758 - $845
|
9.33K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-99- 2.27% |
$3.57K - $3.98K
|
4.27K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-125- 2.26% |
$4.51K - $5.03K
|
5.42K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-298- 4.77% |
$10.8K - $12K
|
5.95K
$277K
|