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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 6.69% |
$132K - $141K
|
46K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
45New |
$1.8K - $1.93K
|
45
$2.12K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 13.9% |
$40.1K - $44.7K
|
6.82K
$321K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9.47KNew |
$345K - $385K
|
9.47K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.4KNew |
$779K - $869K
|
21.4K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.87KNew |
$287K - $320K
|
7.87K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.1KNew |
$186K - $207K
|
5.1K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 11.32% |
$66.2K - $73.8K
|
14.2K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.38KNew |
$233K - $259K
|
6.38K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81New |
$2.95K - $3.29K
|
81
$3.82K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-204- 2.67% |
$7.43K - $8.29K
|
7.44K
$351K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-539- 21.91% |
$19.6K - $21.9K
|
1.92K
$90.6K
|
|
| Q3 2023 | |||||||
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
170+ 2.67% |
$6.35K - $6.75K
|
6.53K
$308K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.36K- 29.84% |
$88.2K - $93.7K
|
5.55K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-844- 2.05% |
$31.5K - $33.5K
|
40.2K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.15K- 9.74% |
$155K - $165K
|
38.5K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
381+ 0.61% |
$14.2K - $15.1K
|
62.7K
$2.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.57KNew |
$208K - $221K
|
5.57K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131- 1.14% |
$4.89K - $5.2K
|
11.4K
$537K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
604+ 1.47% |
$22.5K - $24K
|
41.7K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
779+ 12.24% |
$29.1K - $30.9K
|
7.15K
$337K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.18% |
$411 - $437
|
6.03K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
9.9K+ 1.98% |
$370K - $393K
|
510K
$24.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.36K- 18.01% |
$50.8K - $54K
|
6.2K
$292K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 28.9% |
$107K - $113K
|
12.7K
$601K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
28K+ 240.75% |
$1.01M - $1.08M
|
39.6K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-955- 6.01% |
$34.5K - $36.9K
|
14.9K
$704K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
249KNew |
$8.98M - $9.6M
|
249K
$11.7M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-265- 1.4% |
$9.57K - $10.2K
|
18.6K
$878K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.79KNew |
$209K - $223K
|
5.79K
$273K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
245K+ 85.63% |
$8.86M - $9.47M
|
532K
$25.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
369+ 2.35% |
$13.3K - $14.3K
|
16.1K
$758K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.53KNew |
$200K - $214K
|
5.53K
$261K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 42.98% |
$235K - $251K
|
22.7K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
473New |
$16.3K - $17.4K
|
473
$22.3K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.63K- 96.03% |
$125K - $134K
|
150
$7.07K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10KNew |
$345K - $368K
|
10K
$471K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
166New |
$5.72K - $6.11K
|
166
$7.83K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 161.29% |
$3.27K - $3.61K
|
162
$7.64K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
430+ 62.77% |
$14.1K - $15.5K
|
1.12K
$52.6K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.4KNew |
$376K - $422K
|
11.4K
$540K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$32.8K - $36.8K
|
1K
$47.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.34KNew |
$76.9K - $86.3K
|
2.34K
$110K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8.36KNew |
$275K - $308K
|
8.36K
$394K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30.9KNew |
$1.02M - $1.14M
|
30.9K
$1.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.75K- 75.27% |
$57.5K - $64.5K
|
575
$27.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
46KNew |
$1.51M - $1.69M
|
46K
$2.17M
|
|
| Q2 2022 | |||||||
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.1KClosed |
$340K - $387K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-101KClosed |
$3.38M - $3.85M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
760New |
$25.5K - $29.1K
|
760
$35.8K
|
|