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 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.61K+ 6.17% |
N/A
|
79.2K
$0
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.18K- 28.92% |
N/A
|
2.9K
$0
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
114KNew |
N/A
|
114K
$0
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.25K+ 4.83% |
N/A
|
158K
$0
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.75K- 31.1% |
N/A
|
10.5K
$0
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.1K+ 58.22% |
N/A
|
35.6K
$0
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.6K+ 10.25% |
N/A
|
114K
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-20.4K- 24.15% |
N/A
|
64.2K
$0
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 12.6% |
N/A
|
7.21K
$0
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-26K- 78.37% |
N/A
|
7.18K
$0
|
|
Q4 2023 | |||||||
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
N/A
|
8
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 0.12% |
N/A
|
59.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-7.62K- 15.16% |
N/A
|
42.7K
$0
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
N/A
|
68
$0
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-18.5K- 53.77% |
N/A
|
15.9K
$0
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.49KNew |
N/A
|
6.49K
$0
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-189- 1.89% |
N/A
|
9.81K
$0
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-539- 4.66% |
N/A
|
11K
$0
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 12.42% |
N/A
|
7.14K
$0
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.76KNew |
N/A
|
5.76K
$0
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-375- 5.34% |
N/A
|
6.65K
$0
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
264K+ 2343.5% |
N/A
|
276K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
135+ 1.47% |
N/A
|
9.3K
$0
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.59K+ 25.55% |
N/A
|
17.6K
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.44K- 26.92% |
N/A
|
17.5K
$0
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.87K- 42.46% |
N/A
|
6.6K
$0
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.7K- 59.88% |
N/A
|
11.2K
$0
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-249- 2.88% |
N/A
|
8.39K
$0
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
576+ 10.55% |
N/A
|
6.04K
$0
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3.37K- 10.0% |
N/A
|
30.3K
$0
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-125- 2.04% |
N/A
|
6K
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.96K- 3.67% |
N/A
|
183K
$0
|
|
Q3 2023 | |||||||
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-675- 4.19% |
N/A
|
15.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 18.46% |
N/A
|
6.56K
$0
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.6KNew |
N/A
|
16.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 605.75% |
N/A
|
14.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.23KNew |
N/A
|
7.23K
$0
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.85K- 1.57% |
N/A
|
116K
$0
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13.3K- 27.27% |
N/A
|
35.5K
$0
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
7.31KNew |
N/A
|
7.31K
$0
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
215New |
N/A
|
215
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.7K- 18.43% |
N/A
|
96.2K
$0
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6.74KNew |
N/A
|
6.74K
$0
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-989- 5.73% |
N/A
|
16.3K
$0
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-7.09K- 14.55% |
N/A
|
41.6K
$0
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
350New |
N/A
|
350
$0
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|