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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.36K+ 10.06% |
$59.2K - $62.2K
|
14.9K
$689K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.25K+ 21.74% |
$98K - $103K
|
12.6K
$585K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.61KNew |
$244K - $256K
|
5.61K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
700New |
$30.5K - $32K
|
700
$32.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14.6K+ 211.24% |
$635K - $668K
|
21.5K
$996K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
199+ 1.48% |
$8.66K - $9.1K
|
13.6K
$630K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-356- 0.57% |
$15.5K - $16.3K
|
62.2K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
336+ 2.4% |
$14.6K - $15.4K
|
14.3K
$665K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
36.6KNew |
$1.59M - $1.67M
|
36.6K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.4KNew |
$538K - $566K
|
12.4K
$573K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.92KNew |
$344K - $362K
|
7.92K
$367K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
5.89K+ 1.74% |
$256K - $269K
|
344K
$15.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.82K+ 8.8% |
$79.2K - $83.3K
|
22.5K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 14.09% |
$59.1K - $62.1K
|
8.28K
$383K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7.08KNew |
$308K - $324K
|
7.08K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.37KNew |
$277K - $292K
|
6.37K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
159K+ 72.31% |
$6.93M - $7.29M
|
380K
$17.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7.51K+ 561.58% |
$327K - $344K
|
8.85K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.68K- 37.14% |
$116K - $123K
|
4.53K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.54K+ 5.43% |
$110K - $116K
|
49.3K
$2.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
7.73K+ 8.54% |
$336K - $354K
|
98.2K
$4.55M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-60- 3.92% |
$2.51K - $2.64K
|
1.47K
$68.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.37K- 8.9% |
$57.6K - $60.6K
|
14.1K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11New |
$461 - $485
|
11
$509
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2K- 22.35% |
$83.8K - $88.2K
|
6.95K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
508New |
$21.3K - $22.4K
|
508
$23.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
217New |
$9.09K - $9.57K
|
217
$10K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
65New |
$2.72K - $2.87K
|
65
$3.01K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-79.7K- 31.8% |
$3.34M - $3.51M
|
171K
$7.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$70.9K - $74.6K
|
1.69K
$78.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-15.6K- 74.69% |
$655K - $689K
|
5.3K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-194- 1.99% |
$8.13K - $8.55K
|
9.55K
$442K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 4.81% |
$43.9K - $46.2K
|
20.7K
$960K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.69K- 18.67% |
$155K - $163K
|
16.1K
$745K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.5K- 57.48% |
$356K - $375K
|
6.29K
$291K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$406K - $434K
|
10.1K
$469K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
418+ 8.38% |
$16.8K - $17.9K
|
5.41K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
180New |
$7.22K - $7.72K
|
180
$8.34K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 11.96% |
$52.7K - $56.4K
|
9.68K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.68K- 33.2% |
$228K - $243K
|
11.4K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 0.59% |
$85K - $90.9K
|
362K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 39.23% |
$4.46M - $4.77M
|
394K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4K- 45.85% |
$160K - $172K
|
4.73K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
63New |
$2.53K - $2.7K
|
63
$2.92K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 8.8% |
$25.5K - $27.3K
|
6.6K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-985- 18.02% |
$39.5K - $42.2K
|
4.48K
$207K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.89% |
$5.01K - $5.36K
|
13.9K
$646K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.9KNew |
$197K - $210K
|
4.9K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 1.0% |
$4.01K - $4.29K
|
9.9K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 6.69% |
$132K - $141K
|
46K
$2.13M
|
|