Latest Institutional Transactions on First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Ft Cboe Vest (DNOV) 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 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.58KNew |
$278K - $286K
|
6.58K
$294K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 130.43% |
$63.4K - $65.3K
|
2.65K
$118K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8.8K+ 420.05% |
$372K - $383K
|
10.9K
$486K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.13K+ 184.97% |
$90K - $92.7K
|
3.28K
$146K
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
24.8KNew |
$1.05M - $1.08M
|
24.8K
$1.11M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
104+ 2.16% |
$4.39K - $4.53K
|
4.92K
$219K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.9KNew |
$291K - $300K
|
6.9K
$308K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-950- 4.05% |
$40.1K - $41.4K
|
22.5K
$1.01M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
497New |
$21K - $21.6K
|
497
$22.2K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
175+ 15.22% |
$7.39K - $7.62K
|
1.33K
$59.1K
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
57.9KNew |
$2.45M - $2.52M
|
57.9K
$2.59M
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.97KNew |
$210K - $216K
|
4.97K
$222K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.67KNew |
$324K - $334K
|
7.67K
$342K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-580- 5.47% |
$23.5K - $24.5K
|
10K
$448K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.63KNew |
$310K - $323K
|
7.63K
$341K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-900- 38.3% |
$36.5K - $38.1K
|
1.45K
$64.7K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7- 0.11% |
$284 - $296
|
6.17K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3K+ 119.93% |
$581K - $606K
|
26.3K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.2KNew |
$658K - $686K
|
16.2K
$723K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.52KNew |
$61.6K - $64.2K
|
1.52K
$67.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.39K- 31.85% |
$96.8K - $101K
|
5.1K
$228K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.34K- 1.73% |
$94.8K - $98.9K
|
133K
$5.94M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
606New |
$24.6K - $25.6K
|
606
$27K
|
|
Q2 2024 | |||||||
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
689+ 68900.0% |
$27.3K - $28.5K
|
690
$30.8K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-716- 60.37% |
$28.4K - $29.7K
|
470
$21K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
366+ 6.59% |
$14.5K - $15.2K
|
5.92K
$264K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7New |
$277 - $290
|
7
$312
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
79New |
$3.13K - $3.27K
|
79
$3.53K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
366+ 6.59% |
$14.5K - $15.2K
|
5.92K
$264K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 16.68% |
$58.1K - $60.8K
|
7.33K
$327K
|
|
Q1 2024 | |||||||
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-5.4KClosed |
$207K - $218K
|
0
$0
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-28- 1.92% |
$1.07K - $1.13K
|
1.43K
$64K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
76.8K+ 157.79% |
$2.94M - $3.1M
|
125K
$5.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 21.56% |
$402K - $423K
|
38.1K
$1.7M
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.01K- 13.32% |
$38.7K - $40.7K
|
6.56K
$293K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-306K- 97.46% |
$10.4M - $11.9M
|
8K
$357K
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
14.3KNew |
$487K - $554K
|
14.3K
$638K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46New |
$1.57K - $1.78K
|
46
$2.05K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$224K - $255K
|
6.58K
$294K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.58KNew |
$224K - $255K
|
6.58K
$294K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.04K- 33.35% |
$104K - $118K
|
6.08K
$271K
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.51KNew |
$222K - $252K
|
6.51K
$290K
|
|
Q3 2023 | |||||||
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1KClosed |
$35.4K - $37K
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.08KNew |
$109K - $114K
|
3.08K
$137K
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-76.9K- 88.3% |
$2.72M - $2.84M
|
10.2K
$455K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.72KNew |
$238K - $248K
|
6.72K
$300K
|
|
Q2 2023 | |||||||
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.06KClosed |
$308K - $329K
|
0
$0
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-10KClosed |
$340K - $363K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.8KNew |
$706K - $753K
|
20.8K
$926K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-523- 7.73% |
$17.8K - $19K
|
6.25K
$279K
|