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 |
---|---|---|---|---|---|---|---|
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
|
Wealthsource Partners, LLC
|
SELL
|
- |
-330- 1.42% |
N/A
|
22.9K
$0
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.38KNew |
N/A
|
6.38K
$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 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-157- 1.31% |
N/A
|
11.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
348+ 5.15% |
N/A
|
7.1K
$0
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.21K+ 7.49% |
N/A
|
17.4K
$0
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.52KNew |
N/A
|
7.52K
$0
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
116New |
N/A
|
116
$0
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 8.62% |
N/A
|
19.5K
$0
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$0
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
8.75KNew |
N/A
|
8.75K
$0
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
820+ 22.91% |
N/A
|
4.4K
$0
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.12K- 38.15% |
N/A
|
8.3K
$0
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16.6KNew |
N/A
|
16.6K
$0
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.88KNew |
N/A
|
9.88K
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-9.17KClosed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.98KNew |
N/A
|
8.98K
$0
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 16.67% |
N/A
|
1K
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
261New |
N/A
|
261
$0
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8.1KNew |
N/A
|
8.1K
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-55.1KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-6.19KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-5.94KClosed |
N/A
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
79New |
N/A
|
79
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$0
|