Latest Institutional Sells of First Tr ETF Viii Cboe Vest Us (DAUG)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (DAUG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.7K- 18.43% |
N/A
|
96.2K
$0
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13.3K- 27.27% |
N/A
|
35.5K
$0
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-7.09K- 14.55% |
N/A
|
41.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.85K- 1.57% |
N/A
|
116K
$0
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 18.46% |
N/A
|
6.56K
$0
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-989- 5.73% |
N/A
|
16.3K
$0
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-675- 4.19% |
N/A
|
15.5K
$0
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.37M- 99.43% |
N/A
|
7.86K
$0
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-14.9K- 38.27% |
N/A
|
24.1K
$0
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.35K- 3.39% |
N/A
|
95.3K
$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 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 13.33% |
N/A
|
650
$0
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17.9K- 85.18% |
N/A
|
3.11K
$0
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 14.44% |
N/A
|
18K
$0
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-330- 1.42% |
N/A
|
22.9K
$0
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-157- 1.31% |
N/A
|
11.8K
$0
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.12K- 38.15% |
N/A
|
8.3K
$0
|
|
Q2 2022 | |||||||
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-55.1KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-9.17KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 16.67% |
N/A
|
1K
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-6.19KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-5.94KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-25.9KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-32.7KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-28.4KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.86KClosed |
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 | |||||||
Aug 10, 2020
Q2 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-143KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|