Purchases and Sales Made in Q3 2023 in First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.3K+ 77.04% |
$808K - $862K
|
97.2K
$2.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.2K+ 30.57% |
$787K - $839K
|
176K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2KNew |
$463K - $493K
|
24.2K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
17.3KNew |
$332K - $354K
|
17.3K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8KNew |
$245K - $261K
|
12.8K
$279K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10.1KNew |
$193K - $206K
|
10.1K
$220K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.51K+ 19.9% |
$67K - $71.5K
|
21.1K
$460K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.79KNew |
$53.2K - $56.8K
|
2.79K
$60.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 15.57% |
$39.2K - $41.8K
|
15.2K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
634New |
$12.1K - $12.9K
|
634
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
162+ 0.39% |
$3.1K - $3.3K
|
41.6K
$906K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 23.87% |
$8.6K - $9.17K
|
1.44K
$31.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.33K- 4.7% |
$121K - $129K
|
128K
$2.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.48K- 15.67% |
$162K - $173K
|
45.6K
$992K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.2K- 81.61% |
$310K - $330K
|
3.65K
$79.4K
|