Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.5KNew |
$2.31M - $2.58M
|
63.5K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.4KNew |
$779K - $869K
|
21.4K
$990K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.6K+ 115.14% |
$678K - $757K
|
34.8K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 70.35% |
$677K - $755K
|
45K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
17.9KNew |
$653K - $729K
|
17.9K
$831K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.2K+ 136.99% |
$626K - $699K
|
29.8K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.1KNew |
$623K - $695K
|
17.1K
$792K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.4K+ 51.28% |
$598K - $668K
|
48.5K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16.1K+ 35.23% |
$586K - $654K
|
61.7K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 37.87% |
$465K - $519K
|
46.5K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 3.13% |
$397K - $443K
|
359K
$16.6M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9.47KNew |
$345K - $385K
|
9.47K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.04KNew |
$329K - $367K
|
9.04K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.06KNew |
$293K - $327K
|
8.06K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.87KNew |
$287K - $320K
|
7.87K
$364K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.28KNew |
$265K - $296K
|
7.28K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.38KNew |
$233K - $259K
|
6.38K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.08K+ 24.93% |
$221K - $247K
|
30.4K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.5KNew |
$200K - $223K
|
5.5K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.16KNew |
$188K - $210K
|
5.16K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.1KNew |
$186K - $207K
|
5.1K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.93KNew |
$179K - $200K
|
4.93K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.85K+ 1.74% |
$177K - $197K
|
283K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.15K+ 8.24% |
$115K - $128K
|
41.4K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.62K+ 2.74% |
$95.3K - $106K
|
98.1K
$4.54M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29K+ 1567.81% |
$83.4K - $93K
|
2.44K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.17KNew |
$79K - $88.2K
|
2.17K
$100K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.94K+ 3.29% |
$70.5K - $78.6K
|
60.7K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 4.63% |
$69.2K - $77.2K
|
42.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.72K+ 20.17% |
$62.8K - $70K
|
10.3K
$475K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.2K+ 19.88% |
$43.7K - $48.8K
|
7.24K
$335K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
794+ 0.87% |
$28.9K - $32.3K
|
91.8K
$4.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
534+ 4.15% |
$19.4K - $21.7K
|
13.4K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
520+ 4.86% |
$18.9K - $21.1K
|
11.2K
$520K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
400+ 1.89% |
$14.6K - $16.3K
|
21.6K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
214+ 1.29% |
$7.79K - $8.69K
|
16.8K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
93+ 2.05% |
$3.39K - $3.78K
|
4.64K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81New |
$2.95K - $3.29K
|
81
$3.75K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
39+ 0.04% |
$1.42K - $1.58K
|
90.6K
$4.19M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24- 0.22% |
$874 - $975
|
11K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36- 0.19% |
$1.31K - $1.46K
|
19.2K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37- 0.19% |
$1.35K - $1.5K
|
19.3K
$892K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-52- 0.38% |
$1.89K - $2.11K
|
13.5K
$626K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83- 0.38% |
$3.02K - $3.37K
|
21.8K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-204- 2.67% |
$7.43K - $8.29K
|
7.44K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-216- 2.51% |
$7.87K - $8.78K
|
8.4K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-254- 1.81% |
$9.25K - $10.3K
|
13.7K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-265- 1.32% |
$9.65K - $10.8K
|
19.8K
$916K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-350- 6.35% |
$12.7K - $14.2K
|
5.16K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-397- 1.3% |
$14.5K - $16.1K
|
30.2K
$1.4M
|