Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
241K+ 228.67% |
$9M - $9.57M
|
347K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
231K+ 485.9% |
$8.62M - $9.17M
|
278K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
183K+ 31.84% |
$6.83M - $7.26M
|
757K
$35.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
157K+ 130.94% |
$5.86M - $6.24M
|
277K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
130K+ 127.2% |
$4.84M - $5.15M
|
232K
$10.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
104K+ 49.44% |
$3.9M - $4.14M
|
316K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.1K+ 103.07% |
$2.66M - $2.82M
|
140K
$6.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.2K+ 263.48% |
$2.58M - $2.75M
|
95.4K
$4.42M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
68.3K+ 336.09% |
$2.55M - $2.71M
|
88.6K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.1K+ 43.79% |
$2.54M - $2.7M
|
224K
$10.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.9K+ 78.99% |
$2.31M - $2.46M
|
140K
$6.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
47.5KNew |
$1.77M - $1.88M
|
47.5K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.8K+ 135.03% |
$1.6M - $1.7M
|
74.4K
$3.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.5K+ 5.68% |
$1.36M - $1.45M
|
679K
$31.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.2K+ 10.53% |
$1.24M - $1.32M
|
349K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$910K - $967K
|
24.4K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.8K+ 160.97% |
$888K - $944K
|
38.5K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.8K+ 163.93% |
$887K - $943K
|
38.2K
$1.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
21.8KNew |
$813K - $865K
|
21.8K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20.3K+ 2249.72% |
$758K - $806K
|
21.2K
$983K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.9KNew |
$520K - $552K
|
13.9K
$645K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.4KNew |
$499K - $531K
|
13.4K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.2KNew |
$492K - $523K
|
13.2K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10.7KNew |
$400K - $425K
|
10.7K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.7K+ 4.22% |
$398K - $423K
|
263K
$12.2M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$378K - $402K
|
10.1K
$469K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
10KNew |
$373K - $397K
|
10K
$463K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
9.9K+ 1.98% |
$370K - $393K
|
510K
$23.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.15KNew |
$342K - $363K
|
9.15K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.54KNew |
$319K - $339K
|
8.54K
$396K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.05K+ 67.2% |
$301K - $320K
|
20K
$928K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.94K+ 32.94% |
$296K - $315K
|
32K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.63K+ 65.68% |
$285K - $303K
|
19.2K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.5K+ 263.62% |
$280K - $298K
|
10.3K
$479K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.41K+ 144.16% |
$277K - $294K
|
12.6K
$582K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.21KNew |
$269K - $286K
|
7.21K
$334K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.01K+ 30.34% |
$262K - $278K
|
30.1K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.84K+ 35.86% |
$255K - $271K
|
25.9K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.65K+ 96.1% |
$248K - $264K
|
13.6K
$628K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.48KNew |
$242K - $257K
|
6.48K
$300K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.91K+ 6.94% |
$220K - $234K
|
91K
$4.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.83K+ 14585.0% |
$218K - $232K
|
5.87K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.57KNew |
$208K - $221K
|
5.57K
$258K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.55KNew |
$170K - $180K
|
4.55K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.38K+ 25.84% |
$163K - $174K
|
21.3K
$987K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.92K+ 8.7% |
$146K - $155K
|
48.9K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 308.46% |
$133K - $142K
|
4.73K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.97KNew |
$111K - $118K
|
2.97K
$138K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 28.9% |
$107K - $113K
|
12.7K
$590K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.7KNew |
$101K - $107K
|
2.7K
$125K
|