Purchases and Sales Made in Q3 2024 in First Tr ETF Viii Cboe Vest Us (DAUG)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DAUG) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
188K+ 2420.57% |
N/A
|
196K
$0
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
163KNew |
N/A
|
163K
$0
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
127KNew |
N/A
|
127K
$0
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
69.5K+ 54.56% |
N/A
|
197K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.9K+ 39.03% |
N/A
|
203K
$0
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
49.6KNew |
N/A
|
49.6K
$0
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
37.4K+ 59.81% |
N/A
|
100K
$0
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32K+ 89.91% |
N/A
|
67.5K
$0
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.3K+ 625.09% |
N/A
|
30.5K
$0
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
23.5KNew |
N/A
|
23.5K
$0
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20K+ 133.39% |
N/A
|
35K
$0
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
17.2K+ 126.41% |
N/A
|
30.8K
$0
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.7K+ 100.16% |
N/A
|
33.4K
$0
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
15K+ 55.62% |
N/A
|
41.9K
$0
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$0
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 173.99% |
N/A
|
20.7K
$0
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 10.48% |
N/A
|
133K
$0
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.1K+ 49.31% |
N/A
|
36.7K
$0
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11.9K+ 196.49% |
N/A
|
17.9K
$0
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 28.11% |
N/A
|
48K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.38KNew |
N/A
|
9.38K
$0
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.88KNew |
N/A
|
8.88K
$0
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.25KNew |
N/A
|
8.25K
$0
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
8.16KNew |
N/A
|
8.16K
$0
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
6.86K+ 96.02% |
N/A
|
14K
$0
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.74KNew |
N/A
|
6.74K
$0
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.46KNew |
N/A
|
6.46K
$0
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.29KNew |
N/A
|
6.29K
$0
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.95K+ 51.95% |
N/A
|
17.4K
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.83K+ 10.64% |
N/A
|
60.6K
$0
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.12KNew |
N/A
|
5.12K
$0
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.12KNew |
N/A
|
5.12K
$0
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.44K+ 71.66% |
N/A
|
8.25K
$0
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$0
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.05K+ 9.22% |
N/A
|
36.2K
$0
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.67K+ 267.0% |
N/A
|
3.67K
$0
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.59K+ 11.5% |
N/A
|
25.1K
$0
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.18K+ 1.37% |
N/A
|
162K
$0
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$0
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.63K+ 5.25% |
N/A
|
32.6K
$0
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.33K+ 12.19% |
N/A
|
12.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$0
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
890+ 11.45% |
N/A
|
8.66K
$0
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
325+ 0.79% |
N/A
|
41.3K
$0
|