Latest Institutional Purchases of First Tr ETF Viii Cboe Vest Us (FAUG)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (FAUG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.43KNew |
$428K - $445K
|
9.43K
$444K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 67.13% |
$194K - $202K
|
10.7K
$502K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.79K+ 40.7% |
$126K - $131K
|
9.63K
$454K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.37K+ 6.68% |
$108K - $112K
|
37.9K
$1.79M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 0.19% |
$1.95K - $2.03K
|
23.2K
$1.09M
|
|
Q3 2024 | |||||||
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
259K+ 185.93% |
$11.3M - $11.9M
|
399K
$18.8M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
192KNew |
$8.35M - $8.78M
|
192K
$9.05M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
187KNew |
$8.12M - $8.54M
|
187K
$8.8M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
167KNew |
$7.24M - $7.62M
|
167K
$7.85M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
159K+ 72.31% |
$6.93M - $7.29M
|
380K
$17.9M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
114KNew |
$4.94M - $5.2M
|
114K
$5.36M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
84.8KNew |
$3.69M - $3.88M
|
84.8K
$4M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.6KNew |
$2.37M - $2.5M
|
54.6K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.4K+ 283.36% |
$2.24M - $2.35M
|
69.6K
$3.28M
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
45.1KNew |
$1.96M - $2.06M
|
45.1K
$2.13M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
45.1KNew |
$1.96M - $2.06M
|
45.1K
$2.13M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
44.3K+ 198.36% |
$1.93M - $2.03M
|
66.6K
$3.14M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
36.6KNew |
$1.59M - $1.67M
|
36.6K
$1.72M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.1K+ 249.64% |
$1.22M - $1.28M
|
39.3K
$1.85M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25.9K+ 12174.18% |
$1.13M - $1.19M
|
26.1K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.5KNew |
$1.02M - $1.08M
|
23.5K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.3K+ 37.79% |
$928K - $976K
|
77.8K
$3.67M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.9KNew |
$911K - $958K
|
20.9K
$988K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.3KNew |
$882K - $928K
|
20.3K
$956K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20K+ 84.93% |
$870K - $915K
|
43.6K
$2.05M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.4KNew |
$757K - $797K
|
17.4K
$821K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.6K+ 3.12% |
$591K - $621K
|
449K
$21.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 5.76% |
$578K - $608K
|
244K
$11.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 12.82% |
$573K - $602K
|
116K
$5.46M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$558K - $587K
|
12.8K
$604K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.4KNew |
$538K - $566K
|
12.4K
$583K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
12.1K+ 44.79% |
$526K - $553K
|
39.1K
$1.84M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.5KNew |
$498K - $524K
|
11.5K
$540K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
11KNew |
$479K - $504K
|
11K
$519K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10K+ 10.93% |
$435K - $458K
|
102K
$4.79M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.52KNew |
$414K - $435K
|
9.52K
$449K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.64K+ 18.95% |
$376K - $395K
|
54.2K
$2.56M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.97KNew |
$346K - $364K
|
7.97K
$375K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.87K+ 60.46% |
$342K - $360K
|
20.9K
$985K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7.51K+ 561.58% |
$327K - $344K
|
8.85K
$417K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
7.28K+ 54.53% |
$317K - $333K
|
20.6K
$972K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.2K+ 117.88% |
$313K - $329K
|
13.3K
$627K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.12KNew |
$310K - $326K
|
7.12K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.06KNew |
$307K - $323K
|
7.06K
$333K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.91KNew |
$301K - $316K
|
6.91K
$326K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.79K+ 34.54% |
$252K - $265K
|
22.6K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.61KNew |
$244K - $256K
|
5.61K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.6KNew |
$244K - $256K
|
5.6K
$264K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.55KNew |
$241K - $254K
|
5.55K
$261K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.44K+ 3728.77% |
$237K - $249K
|
5.59K
$264K
|