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 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
84.8KNew |
$3.69M - $3.88M
|
84.8K
$4.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106- 2.31% |
$4.61K - $4.85K
|
4.47K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
866New |
$37.7K - $39.6K
|
866
$43.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.6KNew |
$2.37M - $2.5M
|
54.6K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.5KNew |
$498K - $524K
|
11.5K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-157- 3.13% |
$6.83K - $7.18K
|
4.87K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
45.1KNew |
$1.96M - $2.06M
|
45.1K
$2.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.64K+ 68.25% |
$71.3K - $75K
|
4.04K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 12.82% |
$573K - $602K
|
116K
$5.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 5.76% |
$578K - $608K
|
244K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.32K+ 60.53% |
$231K - $243K
|
14.1K
$705K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-540- 1.73% |
$23.5K - $24.7K
|
30.6K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.91KNew |
$301K - $316K
|
6.91K
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-903- 5.59% |
$39.3K - $41.3K
|
15.3K
$762K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.36K+ 10.06% |
$59.2K - $62.2K
|
14.9K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
336+ 2.4% |
$14.6K - $15.4K
|
14.3K
$717K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
700New |
$30.5K - $32K
|
700
$35K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.68K- 37.14% |
$116K - $123K
|
4.53K
$226K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
753New |
$31.6K - $33.2K
|
753
$37.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11New |
$461 - $485
|
11
$549
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
508New |
$21.3K - $22.4K
|
508
$25.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
217New |
$9.09K - $9.57K
|
217
$10.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$70.9K - $74.6K
|
1.69K
$84.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-15.6K- 74.69% |
$655K - $689K
|
5.3K
$265K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
418+ 8.38% |
$16.8K - $17.9K
|
5.41K
$270K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$406K - $434K
|
10.1K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
180New |
$7.22K - $7.72K
|
180
$8.99K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.68K- 33.2% |
$228K - $243K
|
11.4K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 0.59% |
$85K - $90.9K
|
362K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 39.23% |
$4.46M - $4.77M
|
394K
$19.7M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4K- 45.85% |
$160K - $172K
|
4.73K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
63New |
$2.53K - $2.7K
|
63
$3.15K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 8.8% |
$25.5K - $27.3K
|
6.6K
$330K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-985- 18.02% |
$39.5K - $42.2K
|
4.48K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.9KNew |
$197K - $210K
|
4.9K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 6.69% |
$132K - $141K
|
46K
$2.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
45New |
$1.8K - $1.93K
|
45
$2.25K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 13.9% |
$40.1K - $44.7K
|
6.82K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.4KNew |
$779K - $869K
|
21.4K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.1KNew |
$186K - $207K
|
5.1K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 11.32% |
$66.2K - $73.8K
|
14.2K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81New |
$2.95K - $3.29K
|
81
$4.05K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-204- 2.67% |
$7.43K - $8.29K
|
7.44K
$372K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-539- 21.91% |
$19.6K - $21.9K
|
1.92K
$96K
|
|
| Q3 2023 | |||||||
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
170+ 2.67% |
$6.35K - $6.75K
|
6.53K
$326K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.36K- 29.84% |
$88.2K - $93.7K
|
5.55K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-844- 2.05% |
$31.5K - $33.5K
|
40.2K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
381+ 0.61% |
$14.2K - $15.1K
|
62.7K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.15K- 9.74% |
$155K - $165K
|
38.5K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.57KNew |
$208K - $221K
|
5.57K
$278K
|
|