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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.16K- 11.65% |
$50.5K - $53.2K
|
8.81K
$408K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$558K - $587K
|
12.8K
$594K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
259K+ 185.93% |
$11.3M - $11.9M
|
399K
$18.5M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-446- 15.89% |
$19.4K - $20.4K
|
2.36K
$109K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
167KNew |
$7.24M - $7.62M
|
167K
$7.71M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
84.8KNew |
$3.69M - $3.88M
|
84.8K
$3.93M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
685+ 13.04% |
$29.8K - $31.3K
|
5.94K
$275K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-327- 1.19% |
$14.2K - $15K
|
27.2K
$1.26M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600+ 150.0% |
$26.1K - $27.5K
|
1K
$46.3K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.1K+ 249.64% |
$1.22M - $1.28M
|
39.3K
$1.82M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
192KNew |
$8.35M - $8.78M
|
192K
$8.89M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
224KNew |
$9.77M - $10.3M
|
224K
$10.4M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.23K+ 12.77% |
$53.4K - $56.1K
|
10.8K
$502K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.8K- 59.22% |
$772K - $812K
|
12.2K
$566K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.11K+ 7.0% |
$91.8K - $96.5K
|
32.2K
$1.49M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106- 2.31% |
$4.61K - $4.85K
|
4.47K
$207K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
44.3K+ 198.36% |
$1.93M - $2.03M
|
66.6K
$3.09M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.9KNew |
$911K - $958K
|
20.9K
$970K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 24.03% |
$78.8K - $82.9K
|
9.35K
$433K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.17K+ 27.36% |
$138K - $145K
|
14.8K
$683K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-22- 0.46% |
$957 - $1.01K
|
4.71K
$218K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.55KNew |
$241K - $254K
|
5.55K
$257K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.8K+ 56.1% |
$555K - $584K
|
35.5K
$1.64M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-830- 12.82% |
$36.1K - $38K
|
5.65K
$261K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.2K+ 54.84% |
$357K - $375K
|
23.1K
$1.07M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
114KNew |
$4.94M - $5.2M
|
114K
$5.26M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-970- 4.59% |
$42.2K - $44.4K
|
20.1K
$933K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.64K+ 18.95% |
$376K - $395K
|
54.2K
$2.51M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
866New |
$37.7K - $39.6K
|
866
$40.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10K+ 10.93% |
$435K - $458K
|
102K
$4.7M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 35.29% |
$202K - $212K
|
17.8K
$823K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.24K+ 24.76% |
$97.3K - $102K
|
11.3K
$522K
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-11.4K- 7.28% |
$495K - $521K
|
145K
$6.71M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.6KNew |
$2.37M - $2.5M
|
54.6K
$2.53M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.3KNew |
$882K - $928K
|
20.3K
$939K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.5KNew |
$498K - $524K
|
11.5K
$530K
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-157- 3.13% |
$6.83K - $7.18K
|
4.87K
$225K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-400- 5.52% |
$17.4K - $18.3K
|
6.84K
$317K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
45.1KNew |
$1.96M - $2.06M
|
45.1K
$2.09M
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
45.1KNew |
$1.96M - $2.06M
|
45.1K
$2.09M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.64K+ 68.25% |
$71.3K - $75K
|
4.04K
$187K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
7.28K+ 54.53% |
$317K - $333K
|
20.6K
$955K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 5.76% |
$578K - $608K
|
244K
$11.3M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.32K+ 60.53% |
$231K - $243K
|
14.1K
$654K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 12.82% |
$573K - $602K
|
116K
$5.37M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-290K- 64.59% |
$12.6M - $13.3M
|
159K
$7.35M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-540- 1.73% |
$23.5K - $24.7K
|
30.6K
$1.42M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-903- 5.59% |
$39.3K - $41.3K
|
15.3K
$707K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.91KNew |
$301K - $316K
|
6.91K
$320K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-269- 2.2% |
$11.7K - $12.3K
|
12K
$554K
|