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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-580- 5.47% |
$23.5K - $24.5K
|
10K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.2KNew |
$658K - $686K
|
16.2K
$706K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.52KNew |
$61.6K - $64.2K
|
1.52K
$66.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120+ 0.66% |
$4.87K - $5.08K
|
18.3K
$796K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.34K- 1.73% |
$94.8K - $98.9K
|
133K
$5.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.39K- 31.85% |
$96.8K - $101K
|
5.1K
$222K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
606New |
$24.6K - $25.6K
|
606
$26.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-121- 0.73% |
$4.91K - $5.12K
|
16.5K
$718K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17+ 0.1% |
$673 - $704
|
17.5K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-716- 60.37% |
$28.4K - $29.7K
|
470
$20.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
366+ 6.59% |
$14.5K - $15.2K
|
5.92K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7New |
$277 - $290
|
7
$305
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
79New |
$3.13K - $3.27K
|
79
$3.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.52K+ 0.7% |
$60.2K - $62.9K
|
218K
$9.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
366+ 6.59% |
$14.5K - $15.2K
|
5.92K
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 16.68% |
$58.1K - $60.8K
|
7.33K
$319K
|
|
| 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
$62.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 21.56% |
$402K - $423K
|
38.1K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
76.8K+ 157.79% |
$2.94M - $3.1M
|
125K
$5.46M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.01K- 13.32% |
$38.7K - $40.7K
|
6.56K
$286K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.77KNew |
$67.7K - $71.3K
|
1.77K
$76.9K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-306K- 97.46% |
$10.4M - $11.9M
|
8K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46New |
$1.57K - $1.78K
|
46
$2K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
14.3KNew |
$487K - $554K
|
14.3K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$224K - $255K
|
6.58K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-285- 3.17% |
$9.71K - $11K
|
8.7K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.58KNew |
$224K - $255K
|
6.58K
$287K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.04K- 33.35% |
$104K - $118K
|
6.08K
$265K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.51KNew |
$222K - $252K
|
6.51K
$283K
|
|
| 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
$134K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-76.9K- 88.3% |
$2.72M - $2.84M
|
10.2K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13.3K- 89.68% |
$469K - $490K
|
1.53K
$66.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.72KNew |
$238K - $248K
|
6.72K
$293K
|
|
| 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
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.8K- 22.39% |
$163K - $174K
|
16.6K
$725K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.8KNew |
$706K - $753K
|
20.8K
$904K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-523- 7.73% |
$17.8K - $19K
|
6.25K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-286- 55.11% |
$9.73K - $10.4K
|
233
$10.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-851- 49.22% |
$29K - $30.9K
|
878
$38.2K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.28K- 54.25% |
$316K - $337K
|
7.82K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-319- 4.59% |
$10.9K - $11.6K
|
6.63K
$289K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-9.12K- 11.88% |
$310K - $331K
|
67.7K
$2.95M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 57.14% |
$130 - $138
|
3
$131
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.32KNew |
$238K - $252K
|
7.32K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
13.1KNew |
$425K - $449K
|
13.1K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$377K - $398K
|
11.6K
$505K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3KNew |
$662K - $699K
|
20.3K
$886K
|
|