Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
285K+ 148.01% |
$8.96M - $9.88M
|
477K
$22.2M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
230KNew |
$7.25M - $7.99M
|
230K
$10.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
173K+ 9015.12% |
$5.44M - $6M
|
175K
$8.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 73.25% |
$4.99M - $5.5M
|
375K
$17.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
150K+ 90.13% |
$4.71M - $5.19M
|
316K
$14.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140K+ 6105.76% |
$4.4M - $4.86M
|
142K
$6.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
136K+ 234.91% |
$4.29M - $4.73M
|
195K
$9.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
115K+ 91.53% |
$3.62M - $3.99M
|
241K
$11.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
111KNew |
$3.48M - $3.83M
|
111K
$5.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70.9K+ 960.24% |
$2.23M - $2.46M
|
78.3K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.8K+ 78.96% |
$1.34M - $1.48M
|
96.9K
$4.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 57.21% |
$834K - $919K
|
72.8K
$3.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26.3K+ 161.12% |
$828K - $912K
|
42.6K
$1.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.3K+ 327.44% |
$796K - $877K
|
33K
$1.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.8K+ 36.16% |
$561K - $619K
|
67.2K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 12.32% |
$547K - $602K
|
158K
$7.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14.9K+ 167.36% |
$469K - $517K
|
23.8K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2KNew |
$414K - $457K
|
13.2K
$613K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
11.6K+ 61.2% |
$364K - $401K
|
30.4K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.5KNew |
$362K - $399K
|
11.5K
$535K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.7K+ 29.68% |
$336K - $370K
|
46.6K
$2.17M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$318K - $351K
|
10.1K
$471K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.69KNew |
$305K - $336K
|
9.69K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.38K+ 8.81% |
$295K - $325K
|
116K
$5.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.02KNew |
$252K - $278K
|
8.02K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.67K+ 53.6% |
$241K - $266K
|
22K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.41KNew |
$233K - $257K
|
7.41K
$345K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.25KNew |
$197K - $217K
|
6.25K
$291K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.33KNew |
$168K - $185K
|
5.33K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.24K+ 58.74% |
$165K - $182K
|
14.2K
$659K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.55K+ 26.55% |
$143K - $158K
|
21.7K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.48K+ 34.27% |
$141K - $155K
|
17.6K
$817K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.28K+ 9.88% |
$135K - $148K
|
47.6K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4KNew |
$126K - $139K
|
4K
$186K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.77K+ 15.04% |
$87K - $95.9K
|
21.2K
$985K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.73K+ 31.65% |
$85.9K - $94.7K
|
11.4K
$529K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 9.66% |
$84.7K - $93.3K
|
30.5K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.14K+ 4.52% |
$67.4K - $74.3K
|
49.6K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.39K+ 0.4% |
$43.7K - $48.2K
|
348K
$16.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 12.52% |
$34.7K - $38.2K
|
9.9K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.03KNew |
$32.4K - $35.7K
|
1.03K
$47.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
925+ 13.29% |
$29.1K - $32.1K
|
7.89K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
559+ 19.9% |
$17.6K - $19.4K
|
3.37K
$157K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
540+ 51.53% |
$17K - $18.7K
|
1.59K
$73.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420+ 2.54% |
$13.2K - $14.6K
|
17K
$790K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
330+ 3.11% |
$10.4K - $11.4K
|
10.9K
$509K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
235+ 5.52% |
$7.39K - $8.15K
|
4.5K
$209K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 2.14% |
$6.29K - $6.94K
|
9.56K
$445K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 1.23% |
$2.52K - $2.77K
|
6.41K
$298K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-234- 0.66% |
$7.36K - $8.12K
|
35.4K
$1.65M
|