Latest Institutional Transactions on First Tr ETF Viii Cboe Vest Us (FAUG)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (FAUG) 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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.1K- 10.51% |
$591K - $629K
|
112K
$5.48M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
849+ 81.63% |
$38.2K - $40.7K
|
1.89K
$92.6K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 33.34% |
$566K - $603K
|
25.2K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06K+ 9.33% |
$47.7K - $50.8K
|
12.4K
$609K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.51K- 33.69% |
$203K - $216K
|
8.87K
$435K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.4K- 16.38% |
$1.1M - $1.17M
|
125K
$6.11M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 0.9% |
$11.1K - $11.8K
|
27K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-308- 2.34% |
$13.8K - $14.8K
|
12.8K
$629K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-163- 2.94% |
$7.33K - $7.81K
|
5.37K
$263K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-165- 1.6% |
$7.42K - $7.9K
|
10.2K
$497K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-528- 3.79% |
$23.7K - $25.3K
|
13.4K
$657K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-750- 5.66% |
$33.7K - $35.9K
|
12.5K
$612K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 13.0% |
$486K - $518K
|
94K
$4.61M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.22K- 3.01% |
$54.6K - $58.2K
|
39.2K
$1.92M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 70.92% |
$591K - $629K
|
31.7K
$1.55M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17K- 44.82% |
$763K - $813K
|
20.9K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.1K+ 14.16% |
$1.98M - $2.11M
|
355K
$17.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39.8K+ 38.49% |
$1.79M - $1.91M
|
143K
$7.01M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-12.2K- 12.83% |
$548K - $584K
|
82.9K
$4.06M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.08K- 36.36% |
$183K - $195K
|
7.14K
$350K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-21.1K- 14.34% |
$947K - $1.01M
|
126K
$6.17M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.03% |
$180 - $192
|
12.3K
$603K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 3.3% |
$47.2K - $50.3K
|
30.8K
$1.51M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-838- 1.58% |
$37.7K - $40.1K
|
52.1K
$2.55M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11K- 2.95% |
$496K - $529K
|
363K
$17.8M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-647- 6.07% |
$29.1K - $31K
|
10K
$490K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-422- 1.98% |
$19K - $20.2K
|
20.9K
$1.02M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.51K+ 25.14% |
$203K - $216K
|
22.5K
$1.1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.4K+ 11.33% |
$2.22M - $2.37M
|
486K
$23.8M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-177- 3.78% |
$7.96K - $8.48K
|
4.51K
$221K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.83K- 7.2% |
$82.1K - $87.5K
|
23.5K
$1.15M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5KNew |
$225K - $240K
|
5K
$245K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-233- 2.24% |
$10.5K - $11.2K
|
10.2K
$498K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 3.23% |
$55.1K - $58.7K
|
36.6K
$1.8M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.81K- 52.14% |
$261K - $278K
|
5.33K
$261K
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-40.3K- 69.56% |
$1.81M - $1.93M
|
17.7K
$865K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.16K- 21.59% |
$142K - $152K
|
11.5K
$563K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
19KNew |
$854K - $910K
|
19K
$931K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3- 0.05% |
$135 - $144
|
6.59K
$323K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.88K- 3.98% |
$175K - $186K
|
93.7K
$4.59M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.08K+ 23.91% |
$93.3K - $99.4K
|
10.8K
$527K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-797- 5.86% |
$35.8K - $38.2K
|
12.8K
$628K
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.12K- 22.35% |
$95.1K - $101K
|
7.35K
$360K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5KNew |
$112K - $120K
|
2.5K
$123K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 70.46% |
$504K - $537K
|
4.7K
$230K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.78K+ 55.21% |
$215K - $229K
|
13.4K
$658K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4K- 20.66% |
$180K - $192K
|
15.4K
$753K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-351- 5.56% |
$15.8K - $16.8K
|
5.96K
$292K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
757+ 3.79% |
$34K - $36.3K
|
20.7K
$1.02M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.4K- 13.25% |
$1.32M - $1.41M
|
192K
$9.43M
|