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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-415- 0.87% |
$15.1K - $16.9K
|
47K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-472- 4.64% |
$17.2K - $19.2K
|
9.7K
$449K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-539- 21.91% |
$19.6K - $21.9K
|
1.92K
$89K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-601- 0.61% |
$21.9K - $24.4K
|
98.7K
$4.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-668- 1.34% |
$24.3K - $27.1K
|
49.3K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-675- 2.12% |
$24.6K - $27.4K
|
31.1K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-960- 13.31% |
$35K - $39K
|
6.25K
$290K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 13.9% |
$40.1K - $44.7K
|
6.82K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.11K- 12.12% |
$40.4K - $45.1K
|
8.04K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 11.29% |
$43.7K - $48.8K
|
9.43K
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 9.3% |
$47.1K - $52.6K
|
12.6K
$585K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.32K- 3.43% |
$48.1K - $53.7K
|
37.2K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 11.32% |
$66.2K - $73.8K
|
14.2K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.02K- 28.8% |
$73.5K - $82K
|
4.99K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.09K- 8.38% |
$76.3K - $85.1K
|
22.9K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.12K- 10.79% |
$77.2K - $86.1K
|
17.5K
$811K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.13K- 8.23% |
$77.6K - $86.6K
|
23.8K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.18K- 11.72% |
$79.3K - $88.5K
|
16.4K
$760K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.18K- 16.56% |
$79.4K - $88.6K
|
11K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.39K- 1.49% |
$87.2K - $97.2K
|
158K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.44K- 58.55% |
$125K - $140K
|
2.44K
$113K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.49K- 4.56% |
$127K - $142K
|
73.1K
$3.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.54K- 17.02% |
$129K - $144K
|
17.2K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4K- 31.43% |
$146K - $163K
|
8.73K
$404K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.25K- 1.94% |
$155K - $173K
|
215K
$9.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.39K- 2.05% |
$196K - $219K
|
258K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.41K- 17.97% |
$197K - $220K
|
24.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.99K- 7.53% |
$218K - $243K
|
73.5K
$3.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-6.32K- 55.51% |
$230K - $257K
|
5.07K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.65K- 1.06% |
$242K - $270K
|
618K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.34K- 5.78% |
$304K - $339K
|
136K
$6.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 4.8% |
$405K - $452K
|
221K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 57.15% |
$444K - $495K
|
9.13K
$423K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-21K- 6.66% |
$766K - $855K
|
295K
$13.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.9K- 11.16% |
$1.13M - $1.26M
|
246K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56.3K- 48.09% |
$2.05M - $2.29M
|
60.8K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.2K- 40.77% |
$2.08M - $2.32M
|
83K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.6K- 25.76% |
$2.1M - $2.34M
|
166K
$7.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-83.6K- 94.36% |
$3.04M - $3.4M
|
5K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.3K- 12.33% |
$3.4M - $3.79M
|
664K
$30.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-94.1K- 27.15% |
$3.43M - $3.82M
|
253K
$11.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-98.3K- 94.74% |
$3.58M - $4M
|
5.47K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-132K- 94.36% |
$4.82M - $5.37M
|
7.91K
$366K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-663K- 97.58% |
$24.1M - $26.9M
|
16.4K
$760K
|