Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-327- 1.19% |
$14.2K - $15K
|
27.2K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-356- 0.57% |
$15.5K - $16.3K
|
62.2K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-400- 5.52% |
$17.4K - $18.3K
|
6.84K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-446- 15.89% |
$19.4K - $20.4K
|
2.36K
$109K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-540- 1.73% |
$23.5K - $24.7K
|
30.6K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-830- 12.82% |
$36.1K - $38K
|
5.65K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-903- 5.59% |
$39.3K - $41.3K
|
15.3K
$707K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-970- 4.59% |
$42.2K - $44.4K
|
20.1K
$933K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.16K- 11.65% |
$50.5K - $53.2K
|
8.81K
$408K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 14.09% |
$59.1K - $62.1K
|
8.28K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.5K- 61.31% |
$65.1K - $68.4K
|
944
$43.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.68K- 37.14% |
$116K - $123K
|
4.53K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.4K- 25.21% |
$148K - $156K
|
10.1K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.58K- 8.26% |
$156K - $164K
|
39.7K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.68K- 20.23% |
$160K - $168K
|
14.5K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.04K- 78.46% |
$263K - $276K
|
1.66K
$76.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-11.4K- 7.28% |
$495K - $521K
|
145K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-15.5K- 23.45% |
$676K - $711K
|
50.7K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16K- 31.5% |
$695K - $731K
|
34.8K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.8K- 59.22% |
$772K - $812K
|
12.2K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-34.2K- 18.85% |
$1.49M - $1.56M
|
147K
$6.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45K- 57.79% |
$1.96M - $2.06M
|
32.8K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-258K- 53.21% |
$11.2M - $11.8M
|
227K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-290K- 64.59% |
$12.6M - $13.3M
|
159K
$7.35M
|