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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.8K+ 176.52% |
N/A
|
106K
$0
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.72KNew |
N/A
|
8.72K
$0
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-95- 1.66% |
N/A
|
5.61K
$0
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.01K- 12.29% |
N/A
|
7.22K
$0
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-803- 4.35% |
N/A
|
17.7K
$0
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
700+ 96.55% |
N/A
|
1.43K
$0
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
N/A
|
8
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
N/A
|
68
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 12.42% |
N/A
|
7.14K
$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
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.49KNew |
N/A
|
6.49K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.76KNew |
N/A
|
5.76K
$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 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.59K+ 25.55% |
N/A
|
17.6K
$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
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-249- 2.88% |
N/A
|
8.39K
$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
|
|
| Q3 2023 | |||||||
|
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 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 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-14.9K- 38.27% |
N/A
|
24.1K
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
128KNew |
N/A
|
128K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.08KNew |
N/A
|
6.08K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 81.4% |
N/A
|
400
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.08KNew |
N/A
|
6.08K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
6.03KNew |
N/A
|
6.03K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.35K- 3.39% |
N/A
|
95.3K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 13.33% |
N/A
|
650
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.37M- 99.43% |
N/A
|
7.86K
$0
|
|
| Q1 2023 | |||||||
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.76K+ 10.79% |
N/A
|
89.9K
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85K+ 57.57% |
N/A
|
5.05K
$0
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.38KNew |
N/A
|
6.38K
$0
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-330- 1.42% |
N/A
|
22.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 14.44% |
N/A
|
18K
$0
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
68.2KNew |
N/A
|
68.2K
$0
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17.9K- 85.18% |
N/A
|
3.11K
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7.78KNew |
N/A
|
7.78K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
170New |
N/A
|
170
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
163New |
N/A
|
163
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.64KNew |
N/A
|
1.64K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
348+ 5.15% |
N/A
|
7.1K
$0
|
|