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 |
|---|---|---|---|---|---|---|---|
|
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 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 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200Closed |
N/A
|
0
$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
|
|
|
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
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
230New |
N/A
|
230
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-25.9KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
283KNew |
N/A
|
283K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.86KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-28.4KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-32.7KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.07KClosed |
N/A
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.64KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-29.4KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.35KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43K+ 6.39% |
N/A
|
716K
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-143KClosed |
N/A
|
0
$0
|
|