Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.75K+ 25.51% |
$99.3K - $106K
|
13.5K
$626K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.58K+ 1.64% |
$93.2K - $99.6K
|
159K
$7.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.55K+ 10.74% |
$92K - $98.3K
|
26.3K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 11.37% |
$51.9K - $55.5K
|
14.1K
$651K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.41K+ 9.25% |
$50.9K - $54.4K
|
16.6K
$770K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.32K+ 21.23% |
$47.8K - $51.1K
|
7.56K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$41.8K - $44.7K
|
1.16K
$53.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
571+ 5.62% |
$20.6K - $22.1K
|
10.7K
$497K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
383+ 6.4% |
$13.8K - $14.8K
|
6.37K
$295K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
380+ 6.35% |
$13.7K - $14.7K
|
6.36K
$295K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
369+ 2.35% |
$13.3K - $14.3K
|
16.1K
$745K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
281+ 5.78% |
$10.2K - $10.9K
|
5.14K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
263+ 1.85% |
$9.5K - $10.2K
|
14.5K
$671K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.48% |
$2.53K - $2.7K
|
14.6K
$675K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-29- 0.24% |
$1.05K - $1.12K
|
11.8K
$548K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-129- 2.09% |
$4.66K - $4.98K
|
6.04K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-142- 1.19% |
$5.13K - $5.48K
|
11.8K
$545K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-225- 0.22% |
$8.13K - $8.69K
|
101K
$4.69M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-265- 1.4% |
$9.57K - $10.2K
|
18.6K
$862K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-275- 0.72% |
$9.94K - $10.6K
|
38K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-475- 1.5% |
$17.2K - $18.3K
|
31.2K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-663- 4.96% |
$24K - $25.6K
|
12.7K
$589K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-955- 6.01% |
$34.5K - $36.9K
|
14.9K
$691K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.05K- 1.32% |
$38K - $40.6K
|
78.6K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.2K- 13.19% |
$43.5K - $46.5K
|
7.92K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 8.63% |
$47K - $50.3K
|
13.8K
$638K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.79K- 43.3% |
$64.7K - $69.2K
|
2.35K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.88K- 2.91% |
$67.9K - $72.5K
|
62.6K
$2.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.93K- 3.9% |
$69.6K - $74.4K
|
47.5K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.93K- 18.44% |
$69.7K - $74.5K
|
8.53K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.21K- 7.02% |
$79.8K - $85.3K
|
29.3K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.47K- 12.03% |
$89.1K - $95.3K
|
18K
$836K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.61K- 61.42% |
$94.4K - $101K
|
1.64K
$76K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.46K- 16.98% |
$125K - $134K
|
16.9K
$784K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.8K- 8.46% |
$137K - $147K
|
41.1K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.19K- 31.64% |
$151K - $162K
|
9.05K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.4K- 87.64% |
$231K - $247K
|
903
$41.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-7.48K- 38.43% |
$270K - $289K
|
12K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.95K- 6.77% |
$323K - $346K
|
123K
$5.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10.6K- 15.22% |
$383K - $409K
|
59.1K
$2.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.6K- 39.7% |
$453K - $485K
|
19.1K
$883K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.7K- 41.98% |
$531K - $568K
|
20.3K
$941K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-21.2K- 38.34% |
$766K - $819K
|
34.1K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-40.6K- 92.54% |
$1.47M - $1.57M
|
3.27K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79K- 76.61% |
$2.85M - $3.05M
|
24.1K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-137K- 44.34% |
$4.94M - $5.28M
|
172K
$7.95M
|