Institutional Ownership First Tr ETF Viii Cboe Vest Us (FAUG)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FAUG). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
35,275
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
32,567
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
Sloy Dahl & Holst, LLC
|
Jul 22, 2024 Q2 2024 |
31,125
shares
|
$1.42 Million
0.29% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
30,125
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
29,985
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2024
Reduced 36.47%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
29,539
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,409
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2020
Reduced 41.81%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
27,547
shares
|
$1.26 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
26,978
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2024
Reduced 86.99%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
23,560
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Added 392.68%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
22,739
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
22,334
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
21,118
shares
|
$963,825
0.2% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
20,720
shares
|
$945,660
0.0% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
20,684
shares
|
$944,017
0.06% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
18,620
shares
|
$849,816
0.39% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
18,210
shares
|
$831,104
0.0% of portfolio
|
Q2 2024
Added 154.33%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
18,149
shares
|
$828,320
0.0% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
16,774
shares
|
$765,565
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
16,166
shares
|
$737,816
0.08% of portfolio
|
Q1 2024
Reduced 5.83%
|
|
Lion Street Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
16,079
shares
|
$733,845
0.27% of portfolio
|
Q2 2024
Reduced 18.67%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
14,948
shares
|
$682,226
0.0% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
14,059
shares
|
$641,652
0.07% of portfolio
|
Q2 2024
Reduced 8.9%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
14,013
shares
|
$639,553
0.04% of portfolio
|
Q1 2024
Added 3.64%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
13,943
shares
|
$636,358
0.06% of portfolio
|
Q1 2024
Reduced 0.89%
|