Purchases and Sales Made in Q4 2024 in First Tr ETF Viii Ft Cboe Vest (FNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (FNOV) 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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.42K+ 17.15% |
$255K - $264K
|
37K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.42KNew |
$255K - $264K
|
5.42K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.29KNew |
$249K - $258K
|
5.29K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.9KNew |
$230K - $239K
|
4.9K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.89KNew |
$230K - $238K
|
4.89K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 100.22% |
$212K - $220K
|
9K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.42KNew |
$208K - $216K
|
4.42K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.33KNew |
$204K - $211K
|
4.33K
$201K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.3KNew |
$202K - $210K
|
4.3K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.25KNew |
$200K - $207K
|
4.25K
$197K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.15K+ 97.65% |
$195K - $202K
|
8.4K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.99K+ 54.51% |
$188K - $195K
|
11.3K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.91K+ 86.72% |
$184K - $190K
|
8.41K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.69K+ 8.68% |
$174K - $180K
|
46.2K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.65K+ 26.03% |
$172K - $178K
|
17.7K
$819K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.21K+ 33.21% |
$151K - $156K
|
12.9K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.02K+ 13.94% |
$142K - $147K
|
24.7K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.94K+ 1.44% |
$139K - $143K
|
207K
$9.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.8K+ 62.78% |
$132K - $137K
|
7.26K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.71K+ 16.97% |
$128K - $132K
|
18.7K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
2.61K+ 14.51% |
$123K - $127K
|
20.6K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.8K+ 7.87% |
$84.8K - $87.8K
|
24.7K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.72K+ 22.19% |
$80.8K - $83.7K
|
9.45K
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.7K+ 3.31% |
$79.8K - $82.7K
|
53K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.69KNew |
$79.6K - $82.4K
|
1.69K
$78.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.61K+ 11.78% |
$75.5K - $78.2K
|
15.2K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.38K+ 24.19% |
$65K - $67.3K
|
7.08K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.38K+ 14.31% |
$64.8K - $67.1K
|
11K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$61.4K - $63.6K
|
1.3K
$60.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.13K+ 62.12% |
$53K - $54.8K
|
2.94K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 9.51% |
$50.6K - $52.4K
|
12.4K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
921+ 1.52% |
$43.4K - $44.9K
|
61.4K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
877+ 14.44% |
$41.3K - $42.8K
|
6.95K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
750New |
$35.3K - $36.6K
|
750
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
700+ 10.54% |
$32.9K - $34.1K
|
7.34K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
643New |
$30.3K - $31.3K
|
643
$29.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
543New |
$25.6K - $26.5K
|
543
$25.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
527New |
$24.8K - $25.7K
|
527
$24.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
471New |
$22.2K - $23K
|
471
$21.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
467New |
$22K - $22.8K
|
467
$21.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
393+ 2.58% |
$18.5K - $19.2K
|
15.6K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
329+ 4.46% |
$15.5K - $16K
|
7.7K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
276New |
$13K - $13.5K
|
276
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
268+ 3.85% |
$12.6K - $13.1K
|
7.23K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
200New |
$9.41K - $9.75K
|
200
$9.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.41K - $9.75K
|
200
$9.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
84+ 1.94% |
$3.95K - $4.1K
|
4.42K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
60+ 7.55% |
$2.82K - $2.93K
|
855
$39.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$235 - $244
|
5
$232
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-20- 0.27% |
$941 - $975
|
7.37K
$341K
|