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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-60.3K- 97.1% |
$1.96M - $2.07M
|
1.8K
$78.4K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19.2KNew |
$626K - $661K
|
19.2K
$837K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-122- 1.85% |
$3.97K - $4.2K
|
6.46K
$281K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 11.19% |
$177K - $187K
|
43.2K
$1.88M
|
|
| Q4 2022 | |||||||
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-11.5KClosed |
$372K - $385K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-60.2K- 96.03% |
$1.95M - $2.02M
|
2.49K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.44KNew |
$46.5K - $48.2K
|
1.44K
$62.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.22K- 32.41% |
$104K - $108K
|
6.71K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-15.5K- 66.37% |
$503K - $521K
|
7.87K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.3KNew |
$301K - $312K
|
9.3K
$405K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
533+ 6.31% |
$17.3K - $17.9K
|
8.98K
$391K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.3KNew |
$431K - $446K
|
13.3K
$579K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2K- 5.24% |
$38.9K - $40.3K
|
21.7K
$945K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.63K- 5.22% |
$215K - $222K
|
120K
$5.24M
|
|
| Q3 2022 | |||||||
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-43.1KClosed |
$1.4M - $1.44M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.3KNew |
$172K - $178K
|
5.3K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$884K - $914K
|
27.3K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-380K- 65.46% |
$12.3M - $12.7M
|
200K
$8.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
600+ 1.96% |
$19.4K - $20.1K
|
31.2K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.5KNew |
$210K - $218K
|
6.5K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-78.1K- 82.99% |
$2.53M - $2.62M
|
16K
$697K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-427- 5.28% |
$13.8K - $14.3K
|
7.65K
$333K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 5.69% |
$16.2K - $16.8K
|
8.29K
$361K
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-13.5K- 2.62% |
$437K - $452K
|
501K
$21.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.08K+ 51.44% |
$34.8K - $36K
|
3.17K
$138K
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
8.99KNew |
$291K - $301K
|
8.99K
$392K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-31.3KClosed |
$1M - $1.09M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.84KClosed |
$187K - $203K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
14KNew |
$450K - $488K
|
14K
$611K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.99KNew |
$288K - $313K
|
8.99K
$392K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.5K- 98.1% |
$48K - $52.1K
|
29
$1.26K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-25.2KClosed |
$807K - $876K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-43.5KClosed |
$1.39M - $1.51M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.85KNew |
$155K - $169K
|
4.85K
$211K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-55.3KClosed |
$1.77M - $1.92M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-700Closed |
$23.4K - $24.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.2KClosed |
$474K - $504K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.66KNew |
$289K - $307K
|
8.66K
$377K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-15Closed |
$501 - $531
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-554Closed |
$18.5K - $19.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.03KClosed |
$139K - $142K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4.27KNew |
$147K - $151K
|
4.27K
$186K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.6KClosed |
$228K - $234K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-7.61KClosed |
$263K - $267K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-47.4KClosed |
$1.64M - $1.66M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
281KNew |
$9.57M - $9.77M
|
281K
$12.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.38KClosed |
$218K - $222K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
BUY
|
- |
3.57K+ 22.24% |
$122K - $124K
|
19.6K
$855K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.28KClosed |
$208K - $214K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-11.2KClosed |
$370K - $381K
|
0
$0
|
|