Purchases and Sales Made in Q1 2025 in First Tr ETF Viii Cboe Vest Us (FAUG)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FAUG) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.4K+ 11.33% |
$2.22M - $2.37M
|
486K
$23.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.1K+ 14.16% |
$1.98M - $2.11M
|
355K
$16.9M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39.8K+ 38.49% |
$1.79M - $1.91M
|
143K
$6.82M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 4102.48% |
$891K - $949K
|
20.3K
$967K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
19KNew |
$854K - $910K
|
19K
$905K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 70.92% |
$591K - $629K
|
31.7K
$1.51M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 13.0% |
$486K - $518K
|
94K
$4.48M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.2K+ 92030.0% |
$414K - $441K
|
9.21K
$439K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.78KNew |
$395K - $421K
|
8.78K
$418K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.99KNew |
$359K - $383K
|
7.99K
$381K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.31KNew |
$284K - $302K
|
6.31K
$300K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.18K+ 44.21% |
$233K - $248K
|
16.9K
$805K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5KNew |
$225K - $240K
|
5K
$238K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.78K+ 55.21% |
$215K - $229K
|
13.4K
$640K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.65K+ 2.88% |
$209K - $223K
|
166K
$7.9M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.58KNew |
$206K - $219K
|
4.58K
$218K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.51K+ 25.14% |
$203K - $216K
|
22.5K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.15K+ 12.02% |
$186K - $199K
|
38.7K
$1.84M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.85K+ 2.46% |
$173K - $185K
|
160K
$7.64M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5KNew |
$112K - $120K
|
2.5K
$119K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.19K+ 16.3% |
$98.2K - $105K
|
15.6K
$743K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.13K+ 4733.33% |
$95.8K - $102K
|
2.18K
$104K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.08K+ 23.91% |
$93.3K - $99.4K
|
10.8K
$512K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06K+ 9.33% |
$47.7K - $50.8K
|
12.4K
$592K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
849+ 81.63% |
$38.2K - $40.7K
|
1.89K
$90K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
781+ 7.6% |
$35.1K - $37.4K
|
11.1K
$527K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
757+ 3.79% |
$34K - $36.3K
|
20.7K
$987K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
725+ 1.48% |
$32.6K - $34.7K
|
49.6K
$2.36M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
707+ 8.93% |
$31.8K - $33.9K
|
8.62K
$411K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
608+ 0.52% |
$27.3K - $29.1K
|
118K
$5.61M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
337+ 0.27% |
$15.2K - $16.1K
|
126K
$5.99M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
269New |
$12.1K - $12.9K
|
269
$12.8K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
242New |
$10.9K - $11.6K
|
242
$11.5K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
166+ 1.29% |
$7.46K - $7.95K
|
13.1K
$623K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
147+ 0.63% |
$6.61K - $7.04K
|
23.5K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91+ 0.71% |
$4.09K - $4.36K
|
13K
$617K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3- 0.05% |
$135 - $144
|
6.59K
$314K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.03% |
$180 - $192
|
12.3K
$586K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-44- 0.68% |
$1.98K - $2.11K
|
6.44K
$307K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-68- 0.77% |
$3.06K - $3.26K
|
8.74K
$416K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-76- 0.3% |
$3.42K - $3.64K
|
25.6K
$1.22M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-97- 1.03% |
$4.36K - $4.65K
|
9.33K
$444K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-163- 2.94% |
$7.33K - $7.81K
|
5.37K
$256K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-165- 1.6% |
$7.42K - $7.9K
|
10.2K
$484K
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-172- 1.11% |
$7.73K - $8.24K
|
15.3K
$730K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-177- 3.78% |
$7.96K - $8.48K
|
4.51K
$215K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-180- 3.81% |
$8.09K - $8.62K
|
4.55K
$216K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-233- 2.24% |
$10.5K - $11.2K
|
10.2K
$484K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 0.9% |
$11.1K - $11.8K
|
27K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 0.73% |
$11.2K - $12K
|
34.1K
$1.63M
|