Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
131K+ 77.69% |
$4.57M - $4.96M
|
299K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.6K+ 105.22% |
$686K - $745K
|
38.2K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.7KNew |
$586K - $636K
|
16.7K
$779K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.7KNew |
$515K - $558K
|
14.7K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3K+ 159.55% |
$500K - $542K
|
23.2K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.7KNew |
$445K - $482K
|
12.7K
$591K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 7.35% |
$396K - $429K
|
165K
$7.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 92.38% |
$355K - $386K
|
21.1K
$984K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.6K+ 16.83% |
$266K - $289K
|
52.7K
$2.45M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.76KNew |
$201K - $219K
|
5.76K
$268K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5.35KNew |
$187K - $203K
|
5.35K
$249K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
4.04K+ 1.55% |
$141K - $153K
|
265K
$12.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.93KNew |
$138K - $149K
|
3.93K
$183K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.07KNew |
$108K - $117K
|
3.07K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.74K+ 2.91% |
$95.9K - $104K
|
96.7K
$4.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.67K+ 1.26% |
$93.5K - $101K
|
215K
$9.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 7.62% |
$41K - $44.5K
|
16.6K
$770K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70+ 5.93% |
$2.45K - $2.66K
|
1.25K
$58.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.26% |
$1.96K - $2.13K
|
22K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-151- 1.34% |
$5.29K - $5.73K
|
11.1K
$518K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 3.97% |
$8.75K - $9.5K
|
6.05K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-325- 1.72% |
$11.4K - $12.3K
|
18.5K
$862K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-390- 0.35% |
$13.7K - $14.8K
|
110K
$5.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-554- 4.79% |
$19.4K - $21K
|
11K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-750- 8.3% |
$26.3K - $28.5K
|
8.28K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-883- 9.18% |
$30.9K - $33.5K
|
8.74K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 2.2% |
$35K - $38K
|
44.5K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.13K- 24.81% |
$39.5K - $42.9K
|
3.42K
$159K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.44K- 19.5% |
$50.6K - $54.8K
|
5.96K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.93K- 13.42% |
$67.7K - $73.5K
|
12.5K
$581K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.98K- 2.38% |
$69.2K - $75.1K
|
81.2K
$3.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2K- 6.95% |
$70K - $75.9K
|
26.8K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.41K- 11.46% |
$119K - $130K
|
26.4K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.54K- 16.03% |
$124K - $134K
|
18.5K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.1K- 36.85% |
$144K - $156K
|
7.03K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.16K- 6.78% |
$146K - $158K
|
57.2K
$2.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.28K- 9.0% |
$150K - $163K
|
43.3K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.78K- 13.26% |
$237K - $258K
|
44.4K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-6.97K- 93.12% |
$244K - $265K
|
515
$24K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.18K- 16.48% |
$286K - $310K
|
41.4K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-8.41K- 17.9% |
$295K - $319K
|
38.6K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.02K- 16.92% |
$316K - $343K
|
44.3K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.96K- 25.21% |
$349K - $378K
|
29.6K
$1.38M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 60.2% |
$366K - $397K
|
6.92K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.7K- 41.01% |
$410K - $445K
|
16.9K
$784K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 58.95% |
$462K - $501K
|
9.19K
$428K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-46.1K- 23.69% |
$1.61M - $1.75M
|
148K
$6.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.3K- 16.61% |
$2.53M - $2.75M
|
363K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.6K- 27.35% |
$3.38M - $3.67M
|
257K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-103K- 37.21% |
$3.59M - $3.9M
|
173K
$8.06M
|