Purchases and Sales Made in Q1 2025 in First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII FT CBOE VEST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.9K+ 113.34% |
$3.94M - $4.17M
|
179K
$7.69M
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
63.3KNew |
$2.63M - $2.78M
|
63.3K
$2.73M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
42.9K+ 702.49% |
$1.78M - $1.89M
|
49K
$2.11M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
33.8KNew |
$1.41M - $1.49M
|
33.8K
$1.46M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.9K+ 3167.6% |
$1.04M - $1.1M
|
25.7K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.6K+ 135.11% |
$815K - $862K
|
34.1K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
19.2KNew |
$798K - $845K
|
19.2K
$828K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.1KNew |
$793K - $839K
|
19.1K
$822K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17K+ 118.65% |
$705K - $747K
|
31.3K
$1.35M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16.1KNew |
$670K - $709K
|
16.1K
$695K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.7KNew |
$571K - $604K
|
13.7K
$592K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12K+ 92392.31% |
$499K - $528K
|
12K
$518K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.73K+ 11.64% |
$280K - $296K
|
64.5K
$2.78M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.62K+ 22.55% |
$233K - $247K
|
30.5K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.12K+ 7.6% |
$213K - $225K
|
72.5K
$3.12M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76K+ 10.0% |
$198K - $210K
|
52.4K
$2.26M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.35K+ 77.26% |
$181K - $191K
|
9.99K
$430K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.29K+ 1924.56% |
$137K - $145K
|
3.46K
$149K
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.83K+ 7.12% |
$118K - $125K
|
42.6K
$1.84M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.23K+ 36.56% |
$92.7K - $98.1K
|
8.33K
$359K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.19K+ 1.25% |
$91K - $96.4K
|
177K
$7.63M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.77K+ 2128.92% |
$73.4K - $77.7K
|
1.85K
$79.7K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1K+ 50.0% |
$41.6K - $44K
|
3K
$129K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
550+ 9.02% |
$22.9K - $24.2K
|
6.65K
$287K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
415+ 4.75% |
$17.2K - $18.3K
|
9.16K
$394K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
361+ 3.11% |
$15K - $15.9K
|
12K
$515K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
339+ 2.74% |
$14.1K - $14.9K
|
12.7K
$548K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
270+ 2.69% |
$11.2K - $11.9K
|
10.3K
$445K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
265+ 2.28% |
$11K - $11.7K
|
11.9K
$513K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 100.0% |
$6.23K - $6.6K
|
300
$12.9K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
110+ 1.43% |
$4.57K - $4.84K
|
7.83K
$337K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
90+ 0.62% |
$3.74K - $3.96K
|
14.5K
$626K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.1% |
$41.6 - $44
|
1.05K
$45.2K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-48- 0.91% |
$1.99K - $2.11K
|
5.22K
$225K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-100- 1.15% |
$4.16K - $4.4K
|
8.6K
$371K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 50.0% |
$6.23K - $6.6K
|
150
$6.46K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-165- 9.35% |
$6.86K - $7.26K
|
1.6K
$68.9K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-175- 2.55% |
$7.27K - $7.7K
|
6.7K
$289K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-182- 0.17% |
$7.56K - $8K
|
109K
$4.68M
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-209- 1.04% |
$8.68K - $9.19K
|
19.9K
$857K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-278- 1.4% |
$11.6K - $12.2K
|
19.6K
$843K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.83% |
$12.5K - $13.2K
|
7.54K
$325K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-300- 2.1% |
$12.5K - $13.2K
|
14K
$603K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-372- 0.76% |
$15.5K - $16.4K
|
48.8K
$2.1M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-443- 0.9% |
$18.4K - $19.5K
|
48.9K
$2.11M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-482- 1.19% |
$20K - $21.2K
|
40.2K
$1.73M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-482- 3.61% |
$20K - $21.2K
|
12.9K
$555K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 0.99% |
$20.8K - $22K
|
49.8K
$2.14M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-601- 0.74% |
$25K - $26.4K
|
80.5K
$3.47M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-625- 3.18% |
$26K - $27.5K
|
19K
$819K
|