Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174KNew |
$3.51M - $3.77M
|
174K
$3.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44.6K+ 14.09% |
$902K - $967K
|
361K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.4K+ 220.04% |
$574K - $615K
|
41.3K
$944K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$530K - $568K
|
26.2K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.2KNew |
$348K - $373K
|
17.2K
$394K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 50.39% |
$330K - $354K
|
48.7K
$1.11M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
14.7K+ 6.58% |
$297K - $318K
|
237K
$5.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
14KNew |
$282K - $303K
|
14K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5KNew |
$233K - $250K
|
11.5K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.58K+ 62.63% |
$153K - $164K
|
19.7K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.18KNew |
$125K - $134K
|
6.18K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.92K+ 4.28% |
$120K - $128K
|
144K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.32K+ 12.61% |
$67.2K - $72K
|
29.7K
$679K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.25K+ 15.02% |
$45.5K - $48.7K
|
17.2K
$394K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.19K+ 2.77% |
$44.3K - $47.5K
|
81.2K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.01KNew |
$40.7K - $43.6K
|
2.01K
$46.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 1.0% |
$22.8K - $24.4K
|
113K
$2.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546New |
$11K - $11.8K
|
546
$12.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
340+ 2.44% |
$6.88K - $7.37K
|
14.3K
$327K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
323+ 2.72% |
$6.53K - $7K
|
12.2K
$280K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-39- 0.17% |
$789 - $846
|
23.5K
$537K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-319- 2.2% |
$6.45K - $6.92K
|
14.2K
$325K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.31K- 16.86% |
$67K - $71.8K
|
16.3K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.46K- 8.76% |
$70K - $75K
|
36.1K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 21.75% |
$72.8K - $78K
|
13K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.8K- 16.84% |
$76.9K - $82.4K
|
18.8K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.4K- 29.36% |
$109K - $117K
|
13K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.09K- 15.84% |
$123K - $132K
|
32.4K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.94K- 13.9% |
$140K - $150K
|
43K
$984K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.3K- 40.74% |
$451K - $484K
|
32.5K
$743K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.2K- 9.99% |
$550K - $590K
|
245K
$5.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.5K- 12.88% |
$859K - $921K
|
287K
$6.57M
|