Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
759KNew |
$30.4M - $32.6M
|
759K
$35.2M
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
339KNew |
$13.6M - $14.5M
|
339K
$15.7M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
129K+ 1253.04% |
$5.16M - $5.52M
|
139K
$6.43M
|
|
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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.8K+ 81.08% |
$1.4M - $1.49M
|
77.7K
$3.6M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.9K+ 41.97% |
$758K - $810K
|
63.9K
$2.96M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7K+ 160.86% |
$589K - $630K
|
23.8K
$1.1M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$406K - $434K
|
10.1K
$469K
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.75KNew |
$391K - $418K
|
9.75K
$451K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.95KNew |
$359K - $384K
|
8.95K
$414K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.03KNew |
$322K - $344K
|
8.03K
$372K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.02KNew |
$282K - $301K
|
7.02K
$325K
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.9KNew |
$197K - $210K
|
4.9K
$227K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.42K+ 2.79% |
$177K - $189K
|
163K
$7.53M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 0.59% |
$85K - $90.9K
|
362K
$16.7M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.01K+ 1378.77% |
$80.7K - $86.3K
|
2.16K
$100K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 59.26% |
$51.6K - $55.1K
|
3.46K
$160K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
711+ 7.87% |
$28.5K - $30.5K
|
9.75K
$451K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
492+ 3.64% |
$19.7K - $21.1K
|
14K
$649K
|
|
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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
400New |
$16K - $17.2K
|
400
$18.5K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
350+ 6.79% |
$14K - $15K
|
5.51K
$255K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
180New |
$7.22K - $7.72K
|
180
$8.34K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
63New |
$2.53K - $2.7K
|
63
$2.92K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
45New |
$1.8K - $1.93K
|
45
$2.08K
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$40.1 - $42.9
|
4.93K
$228K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2- -0.0% |
$80.2 - $85.8
|
91.8K
$4.25M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3- 0.04% |
$120 - $129
|
6.72K
$311K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23- 0.27% |
$922 - $986
|
8.38K
$388K
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-40- 0.79% |
$1.6K - $1.72K
|
5.03K
$233K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-59- 0.27% |
$2.37K - $2.53K
|
21.6K
$998K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-68- 0.62% |
$2.73K - $2.92K
|
10.9K
$506K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-72- 0.08% |
$2.89K - $3.09K
|
90.5K
$4.19M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-84- 0.84% |
$3.37K - $3.6K
|
9.89K
$458K
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 1.0% |
$4.01K - $4.29K
|
9.9K
$458K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.89% |
$5.01K - $5.36K
|
13.9K
$646K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 1.39% |
$7.06K - $7.55K
|
12.5K
$577K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-200- 1.45% |
$8.02K - $8.58K
|
13.5K
$627K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-204- 1.86% |
$8.18K - $8.75K
|
10.8K
$499K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-258- 3.21% |
$10.3K - $11.1K
|
7.78K
$360K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-270- 1.4% |
$10.8K - $11.6K
|
19K
$879K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-276- 11.33% |
$11.1K - $11.8K
|
2.16K
$100K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-276- 11.33% |
$11.1K - $11.8K
|
2.16K
$100K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 8.8% |
$25.5K - $27.3K
|
6.6K
$306K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-668- 2.21% |
$26.8K - $28.6K
|
29.6K
$1.37M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-733- 1.97% |
$29.4K - $31.4K
|
36.5K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-821- 10.38% |
$32.9K - $35.2K
|
7.09K
$328K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-861- 3.95% |
$34.5K - $36.9K
|
20.9K
$969K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-898- 11.14% |
$36K - $38.5K
|
7.16K
$332K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-954- 5.54% |
$38.3K - $40.9K
|
16.3K
$754K
|