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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.63K+ 31.46% |
$98.2K - $104K
|
11K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.53K+ 8.11% |
$94.4K - $100K
|
33.7K
$1.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.25K+ 13.8% |
$84.1K - $89.4K
|
18.6K
$861K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 14.92% |
$78.4K - $83.4K
|
16.2K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99K+ 14.13% |
$74.2K - $78.9K
|
16.1K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.24K+ 6.89% |
$46.4K - $49.4K
|
19.3K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 5.45% |
$42.2K - $44.8K
|
21.9K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.1K+ 4.6% |
$41.1K - $43.7K
|
25K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.07K+ 0.67% |
$40K - $42.5K
|
161K
$7.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
779+ 12.24% |
$29.1K - $30.9K
|
7.15K
$331K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
669+ 2.23% |
$25K - $26.6K
|
30.6K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
604+ 1.47% |
$22.5K - $24K
|
41.7K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
381+ 0.61% |
$14.2K - $15.1K
|
62.7K
$2.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
281+ 2.04% |
$10.5K - $11.2K
|
14.1K
$651K
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
170+ 2.67% |
$6.35K - $6.75K
|
6.53K
$302K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
113+ 4.81% |
$4.22K - $4.48K
|
2.46K
$114K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
89+ 1.04% |
$3.32K - $3.53K
|
8.62K
$399K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
80+ 0.63% |
$2.99K - $3.18K
|
12.9K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12New |
$448 - $476
|
12
$556
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.18% |
$411 - $437
|
6.03K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-80- 0.77% |
$2.99K - $3.18K
|
10.3K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-100- 0.93% |
$3.73K - $3.97K
|
10.6K
$492K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131- 1.14% |
$4.89K - $5.2K
|
11.4K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-200- 2.78% |
$7.47K - $7.94K
|
7.01K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-350- 0.59% |
$13.1K - $13.9K
|
58.7K
$2.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-411- 12.56% |
$15.3K - $16.3K
|
2.86K
$132K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-431- 3.65% |
$16.1K - $17.1K
|
11.4K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-574- 3.94% |
$21.4K - $22.8K
|
14K
$648K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-597- 5.4% |
$22.3K - $23.7K
|
10.4K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-844- 2.05% |
$31.5K - $33.5K
|
40.2K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-942- 7.88% |
$35.2K - $37.4K
|
11K
$510K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.08K- 3.27% |
$40.1K - $42.7K
|
31.8K
$1.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.36K- 18.01% |
$50.8K - $54K
|
6.2K
$287K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.51K- 1.44% |
$56.5K - $60.1K
|
104K
$4.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.61K- 13.65% |
$60K - $63.8K
|
10.2K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2K- 15.73% |
$74.7K - $79.4K
|
10.7K
$496K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.01K- 2.56% |
$75K - $79.8K
|
76.6K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.11K- 2.08% |
$78.8K - $83.8K
|
99.3K
$4.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.34K- 25.8% |
$87.2K - $92.7K
|
6.72K
$311K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.36K- 29.84% |
$88.2K - $93.7K
|
5.55K
$257K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.66K- 5.05% |
$99.3K - $106K
|
50K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.15K- 9.74% |
$155K - $165K
|
38.5K
$1.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.37K- 17.37% |
$163K - $173K
|
20.8K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.78K- 12.57% |
$178K - $190K
|
33.2K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.16K- 5.0% |
$230K - $245K
|
117K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8.2K- 24.03% |
$306K - $325K
|
25.9K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-9.61K- 32.85% |
$359K - $381K
|
19.6K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.7K- 25.04% |
$512K - $544K
|
41K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-15.8K- 74.13% |
$589K - $626K
|
5.51K
$255K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 2.81% |
$674K - $717K
|
625K
$28.9M
|