Purchases and Sales Made in Q1 2023 in First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (YMAR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
358KNew |
$6.82M - $7.4M
|
358K
$8.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
169KNew |
$3.22M - $3.5M
|
169K
$3.86M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.6K+ 183.45% |
$1.37M - $1.48M
|
111K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.2KNew |
$1.26M - $1.37M
|
66.2K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53.8KNew |
$1.03M - $1.11M
|
53.8K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.7KNew |
$814K - $883K
|
42.7K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.8KNew |
$702K - $762K
|
36.8K
$843K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.8KNew |
$378K - $410K
|
19.8K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 70.04% |
$337K - $366K
|
42.9K
$982K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$264K - $287K
|
13.9K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5KNew |
$257K - $278K
|
13.5K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9KNew |
$246K - $267K
|
12.9K
$296K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9KNew |
$227K - $246K
|
11.9K
$272K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.6KNew |
$202K - $219K
|
10.6K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10.5K+ 59.85% |
$199K - $216K
|
27.9K
$639K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.65KNew |
$184K - $200K
|
9.65K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.12KNew |
$59.6K - $64.6K
|
3.12K
$71.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82KNew |
$34.7K - $37.7K
|
1.82K
$41.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.38KNew |
$26.2K - $28.4K
|
1.38K
$31.5K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
855+ 3.65% |
$16.3K - $17.7K
|
24.3K
$556K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
697+ 3.11% |
$13.3K - $14.4K
|
23.1K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
456+ 30.4% |
$8.7K - $9.43K
|
1.96K
$44.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.48K- 1.04% |
$28.2K - $30.6K
|
140K
$3.21M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.51K- 10.06% |
$28.7K - $31.1K
|
13.5K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.62K- 58.75% |
$30.9K - $33.6K
|
1.14K
$26.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.13K- 7.53% |
$59.7K - $64.8K
|
38.4K
$880K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-532K- 97.24% |
$10.1M - $11M
|
15.1K
$346K
|