Latest Institutional Transactions on First Tr ETF Viii Cboe Vest Us (DAUG)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (DAUG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.75K- 13.63% |
N/A
|
36.4K
$0
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.71K- 22.28% |
N/A
|
5.98K
$0
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.98K- 38.51% |
N/A
|
6.36K
$0
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.54K- 18.24% |
N/A
|
33.8K
$0
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-646- 3.81% |
N/A
|
16.3K
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.57K- 3.02% |
N/A
|
115K
$0
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.44KNew |
N/A
|
5.44K
$0
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
38.1K+ 23.15% |
N/A
|
202K
$0
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.37K- 1.55% |
N/A
|
151K
$0
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
21K+ 66.82% |
N/A
|
52.4K
$0
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.5K- 26.83% |
N/A
|
9.55K
$0
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-76- 0.17% |
N/A
|
45K
$0
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 3996.53% |
N/A
|
22.4K
$0
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-59.9K- 32.27% |
N/A
|
126K
$0
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-10- 0.07% |
N/A
|
14K
$0
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
545+ 54500.0% |
N/A
|
546
$0
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11K- 44.88% |
N/A
|
13.5K
$0
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.5K- 20.66% |
N/A
|
136K
$0
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.22KNew |
N/A
|
7.22K
$0
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.26KNew |
N/A
|
5.26K
$0
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-3K- 21.77% |
N/A
|
10.8K
$0
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
800New |
N/A
|
800
$0
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 25.0% |
N/A
|
3K
$0
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-100- 1.02% |
N/A
|
9.71K
$0
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-509- 4.15% |
N/A
|
11.8K
$0
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.85KNew |
N/A
|
7.85K
$0
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.02K- 44.4% |
N/A
|
6.29K
$0
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-190- 2.82% |
N/A
|
6.55K
$0
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.7K- 69.89% |
N/A
|
5.05K
$0
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-211- 1.91% |
N/A
|
10.8K
$0
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$0
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.05KNew |
N/A
|
5.05K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.83K- 4.2% |
N/A
|
64.7K
$0
|
|
Q3 2024 | |||||||
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 10.34% |
N/A
|
13K
$0
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.46KNew |
N/A
|
6.46K
$0
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.38KNew |
N/A
|
9.38K
$0
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28New |
N/A
|
28
$0
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.29KNew |
N/A
|
6.29K
$0
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.12KNew |
N/A
|
5.12K
$0
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.67K+ 267.0% |
N/A
|
3.67K
$0
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-722- 12.03% |
N/A
|
5.28K
$0
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
127KNew |
N/A
|
127K
$0
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$0
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
49.6KNew |
N/A
|
49.6K
$0
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.54K- 26.61% |
N/A
|
7.01K
$0
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
23.5KNew |
N/A
|
23.5K
$0
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.88KNew |
N/A
|
8.88K
$0
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 4.57% |
N/A
|
334
$0
|