Purchases and Sales Made in Q4 2024 in First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII FT CBOE VEST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
493KNew |
$20.8M - $21.5M
|
493K
$21.5M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
80.4K+ 123.08% |
$3.4M - $3.5M
|
146K
$6.35M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
63.3KNew |
$2.67M - $2.75M
|
63.3K
$2.75M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
57.9KNew |
$2.45M - $2.52M
|
57.9K
$2.52M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.6K+ 479.21% |
$1.76M - $1.81M
|
50.3K
$2.19M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
32.2K+ 95.22% |
$1.36M - $1.4M
|
66K
$2.87M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30.6KNew |
$1.29M - $1.33M
|
30.6K
$1.33M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29K+ 426.53% |
$1.22M - $1.26M
|
35.8K
$1.56M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.2K+ 250.42% |
$1.11M - $1.14M
|
36.7K
$1.6M
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
24.8KNew |
$1.05M - $1.08M
|
24.8K
$1.08M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
21.9KNew |
$926K - $955K
|
21.9K
$955K
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
20.2KNew |
$854K - $880K
|
20.2K
$880K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$766K - $789K
|
18.1K
$789K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.4KNew |
$610K - $628K
|
14.4K
$628K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
12K+ 7.34% |
$505K - $520K
|
175K
$7.61M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$425K - $438K
|
10.1K
$438K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.9K+ 164.81% |
$376K - $388K
|
14.3K
$623K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8.8K+ 420.05% |
$372K - $383K
|
10.9K
$474K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8.79K+ 15.53% |
$372K - $383K
|
65.4K
$2.85M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.72KNew |
$326K - $336K
|
7.72K
$336K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.67KNew |
$324K - $334K
|
7.67K
$334K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.66KNew |
$324K - $333K
|
7.66K
$333K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.9KNew |
$291K - $300K
|
6.9K
$300K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.64K+ 15.61% |
$281K - $289K
|
49.2K
$2.14M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.58KNew |
$278K - $286K
|
6.58K
$286K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.19K+ 90.02% |
$219K - $226K
|
11K
$477K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.97KNew |
$210K - $216K
|
4.97K
$216K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
3.45K+ 30.73% |
$146K - $150K
|
14.7K
$639K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.13K+ 184.97% |
$90K - $92.7K
|
3.28K
$143K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 130.43% |
$63.4K - $65.3K
|
2.65K
$115K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.27K+ 5.38% |
$53.7K - $55.4K
|
24.9K
$1.08M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.03K+ 0.82% |
$43.3K - $44.6K
|
126K
$5.5M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
604New |
$25.5K - $26.3K
|
604
$26.3K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
497New |
$21K - $21.6K
|
497
$21.6K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
322+ 3.12% |
$13.6K - $14K
|
10.6K
$463K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
175+ 15.22% |
$7.39K - $7.62K
|
1.33K
$57.7K
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
104+ 2.16% |
$4.39K - $4.53K
|
4.92K
$214K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-200- 1.27% |
$8.45K - $8.71K
|
15.5K
$677K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-216- 0.35% |
$9.13K - $9.4K
|
61.7K
$2.69M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-225- 1.12% |
$9.51K - $9.8K
|
19.8K
$864K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-513- 2.55% |
$21.7K - $22.3K
|
19.6K
$855K
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-575- 2.66% |
$24.3K - $25K
|
21K
$916K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-608- 4.35% |
$25.7K - $26.5K
|
13.4K
$582K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-690- 0.82% |
$29.2K - $30K
|
83.7K
$3.64M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-950- 4.05% |
$40.1K - $41.4K
|
22.5K
$981K
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.15K- 2.8% |
$48.4K - $49.9K
|
39.8K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.62K- 36.44% |
$153K - $158K
|
6.31K
$275K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.74K- 13.62% |
$200K - $206K
|
30K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.8K- 99.83% |
$330K - $340K
|
13
$566
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-22K- 65.4% |
$929K - $957K
|
11.6K
$506K
|