Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.3KNew |
$936K - $984K
|
22.3K
$1.03M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8K+ 392.68% |
$787K - $828K
|
23.6K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1K+ 154.33% |
$463K - $487K
|
18.2K
$843K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.97K+ 21.47% |
$376K - $395K
|
50.7K
$2.35M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.54KNew |
$316K - $332K
|
7.54K
$349K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$191K - $201K
|
4.55K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.24K+ 122.71% |
$178K - $187K
|
7.7K
$356K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.05K+ 81.0% |
$170K - $179K
|
9.05K
$419K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.44KNew |
$102K - $108K
|
2.44K
$113K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.23K+ 26.63% |
$93.5K - $98.3K
|
10.6K
$491K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$70.9K - $74.6K
|
1.69K
$78.4K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.06K+ 10.42% |
$44.4K - $46.7K
|
11.2K
$520K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
666+ 6.1% |
$27.9K - $29.4K
|
11.6K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
647+ 0.84% |
$27.1K - $28.5K
|
77.8K
$3.6M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
508New |
$21.3K - $22.4K
|
508
$23.5K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
453+ 4.2% |
$19K - $20K
|
11.2K
$520K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
217New |
$9.09K - $9.57K
|
217
$10K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
213New |
$8.92K - $9.39K
|
213
$9.86K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
65New |
$2.72K - $2.87K
|
65
$3.01K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11New |
$461 - $485
|
11
$509
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5- 0.1% |
$210 - $220
|
5.02K
$233K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6- 0.09% |
$251 - $264
|
6.71K
$311K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23- 0.08% |
$964 - $1.01K
|
29.5K
$1.37M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-29- 0.03% |
$1.22K - $1.28K
|
90.5K
$4.19M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38- 0.28% |
$1.59K - $1.68K
|
13.5K
$626K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-53- 1.85% |
$2.22K - $2.34K
|
2.81K
$130K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-60- 3.92% |
$2.51K - $2.64K
|
1.47K
$68.1K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-78- 0.28% |
$3.27K - $3.44K
|
27.5K
$1.28M
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-87- 0.9% |
$3.65K - $3.83K
|
9.61K
$445K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-193- 3.92% |
$8.09K - $8.51K
|
4.74K
$219K
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-194- 1.99% |
$8.13K - $8.55K
|
9.55K
$442K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-227- 4.72% |
$9.51K - $10K
|
4.58K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-245- 4.46% |
$10.3K - $10.8K
|
5.25K
$243K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 11.1% |
$12.6K - $13.2K
|
2.4K
$111K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-336- 3.26% |
$14.1K - $14.8K
|
9.97K
$462K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-400- 4.24% |
$16.8K - $17.6K
|
9.03K
$418K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-403- 2.63% |
$16.9K - $17.8K
|
14.9K
$692K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-441- 2.05% |
$18.5K - $19.4K
|
21.1K
$978K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-541- 6.95% |
$22.7K - $23.8K
|
7.24K
$335K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-836- 4.4% |
$35K - $36.9K
|
18.1K
$840K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-916- 5.18% |
$38.4K - $40.4K
|
16.8K
$777K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 4.81% |
$43.9K - $46.2K
|
20.7K
$960K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07K- 1.37% |
$44.7K - $47K
|
76.7K
$3.55M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.09K- 4.55% |
$45.5K - $47.8K
|
22.7K
$1.05M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.22K- 3.33% |
$51K - $53.6K
|
35.3K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.24K- 2.38% |
$51.8K - $54.5K
|
50.7K
$2.35M
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1.29K- 0.38% |
$54.2K - $57K
|
338K
$15.7M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.37K- 8.9% |
$57.6K - $60.6K
|
14.1K
$651K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.63K- 54.96% |
$68.4K - $72K
|
1.34K
$62K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.83K- 4.11% |
$76.5K - $80.5K
|
42.6K
$1.97M
|