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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-273- 1.09% |
$12.3K - $13.1K
|
24.8K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-282- 1.22% |
$12.7K - $13.5K
|
22.9K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-308- 2.34% |
$13.8K - $14.8K
|
12.8K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-351- 5.56% |
$15.8K - $16.8K
|
5.96K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-358- 0.45% |
$16.1K - $17.1K
|
78.7K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-422- 1.98% |
$19K - $20.2K
|
20.9K
$994K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-528- 3.79% |
$23.7K - $25.3K
|
13.4K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-546- 2.28% |
$24.5K - $26.2K
|
23.4K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-647- 6.07% |
$29.1K - $31K
|
10K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-750- 5.66% |
$33.7K - $35.9K
|
12.5K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-797- 5.86% |
$35.8K - $38.2K
|
12.8K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-838- 1.58% |
$37.7K - $40.1K
|
52.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-882- 2.46% |
$39.7K - $42.2K
|
35K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-931- 2.7% |
$41.9K - $44.6K
|
33.6K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-970- 2.34% |
$43.6K - $46.5K
|
40.5K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 3.3% |
$47.2K - $50.3K
|
30.8K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.12K- 3.21% |
$50.4K - $53.6K
|
33.8K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.22K- 3.01% |
$54.6K - $58.2K
|
39.2K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 3.23% |
$55.1K - $58.7K
|
36.6K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.24K- 46.21% |
$55.7K - $59.3K
|
1.44K
$68.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.7K- 17.35% |
$76.4K - $81.4K
|
8.1K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.83K- 7.2% |
$82.1K - $87.5K
|
23.5K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2K- 28.78% |
$89.9K - $95.8K
|
4.95K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.12K- 22.35% |
$95.1K - $101K
|
7.35K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.31K- 9.96% |
$104K - $111K
|
20.9K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.5K- 65.79% |
$112K - $120K
|
1.3K
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.7K- 48.65% |
$121K - $129K
|
2.85K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-2.73K- 13.69% |
$123K - $131K
|
17.2K
$820K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.16K- 21.59% |
$142K - $152K
|
11.5K
$547K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.3K- 15.41% |
$148K - $158K
|
18.1K
$863K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.88K- 3.98% |
$175K - $186K
|
93.7K
$4.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4K- 20.66% |
$180K - $192K
|
15.4K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.08K- 36.36% |
$183K - $195K
|
7.14K
$340K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.2K- 3.22% |
$189K - $201K
|
126K
$6.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.32K- 12.16% |
$194K - $207K
|
31.2K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.51K- 33.69% |
$203K - $216K
|
8.87K
$423K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.81K- 52.14% |
$261K - $278K
|
5.33K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11K- 2.95% |
$496K - $529K
|
363K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 70.46% |
$504K - $537K
|
4.7K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.6K- 19.28% |
$521K - $555K
|
48.5K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-12.2K- 12.83% |
$548K - $584K
|
82.9K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 33.34% |
$566K - $603K
|
25.2K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12.6K- 21.33% |
$566K - $603K
|
46.5K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.1K- 10.51% |
$591K - $629K
|
112K
$5.33M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17K- 44.82% |
$763K - $813K
|
20.9K
$996K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-21.1K- 14.34% |
$947K - $1.01M
|
126K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.5KClosed |
$1.01M - $1.08M
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.4K- 16.38% |
$1.1M - $1.17M
|
125K
$5.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.4K- 13.25% |
$1.32M - $1.41M
|
192K
$9.17M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-40.3K- 69.56% |
$1.81M - $1.93M
|
17.7K
$841K
|