Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
346KNew |
$15.7M - $16.3M
|
346K
$16.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
36.7K+ 55.04% |
$1.66M - $1.73M
|
103K
$4.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4KNew |
$878K - $914K
|
19.4K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
15.5KNew |
$703K - $732K
|
15.5K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.9K+ 28.59% |
$585K - $609K
|
58K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.43KNew |
$428K - $445K
|
9.43K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.68KNew |
$394K - $410K
|
8.68K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.3KNew |
$240K - $250K
|
5.3K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 67.13% |
$194K - $202K
|
10.7K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.06K+ 43.42% |
$184K - $192K
|
13.4K
$637K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 60.23% |
$154K - $161K
|
9.05K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.79K+ 40.7% |
$126K - $131K
|
9.63K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.37K+ 6.68% |
$108K - $112K
|
37.9K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25KNew |
$102K - $106K
|
2.25K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.46K+ 4.03% |
$66.3K - $69K
|
37.7K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.16KNew |
$52.6K - $54.8K
|
1.16K
$55.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
285+ 4.73% |
$12.9K - $13.5K
|
6.32K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
199+ 1.81% |
$9.02K - $9.39K
|
11.2K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170+ 0.96% |
$7.71K - $8.03K
|
17.9K
$852K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 0.24% |
$3.72K - $3.87K
|
34.4K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 0.19% |
$1.95K - $2.03K
|
23.2K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$181 - $189
|
4
$190
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15- 23.08% |
$680 - $708
|
50
$2.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 0.62% |
$1.32K - $1.37K
|
4.69K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-94- 0.44% |
$4.26K - $4.44K
|
21.4K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 1.01% |
$4.54K - $4.72K
|
9.8K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-128- 5.42% |
$5.8K - $6.04K
|
2.23K
$106K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-234- 3.31% |
$10.6K - $11K
|
6.84K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-247- 3.12% |
$11.2K - $11.7K
|
7.67K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-378- 1.17% |
$17.1K - $17.8K
|
31.9K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-440- 5.59% |
$20K - $20.8K
|
7.43K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-700- 5.38% |
$31.7K - $33K
|
12.3K
$584K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-795- 0.55% |
$36.1K - $37.5K
|
144K
$6.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.27K- 5.62% |
$57.5K - $59.9K
|
21.3K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.32K- 2.44% |
$60K - $62.4K
|
52.9K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.35K- 11.95% |
$61.1K - $63.6K
|
9.92K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.68K- 4.6% |
$76.3K - $79.4K
|
34.9K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.72K- 18.02% |
$78K - $81.2K
|
7.83K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 11.58% |
$110K - $115K
|
18.5K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.62K- 1.17% |
$119K - $124K
|
222K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3K- 18.66% |
$136K - $142K
|
13.1K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.11K- 5.0% |
$141K - $147K
|
59K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.13K- 3.19% |
$142K - $148K
|
95.1K
$4.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.57K- 9.13% |
$162K - $168K
|
35.5K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.21K- 1.37% |
$236K - $246K
|
374K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-6.11K- 1.78% |
$277K - $289K
|
338K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.77K- 15.78% |
$352K - $367K
|
41.5K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.1K- 43.13% |
$460K - $479K
|
13.4K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.6K- 99.92% |
$572K - $595K
|
10
$475
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-45K- 23.45% |
$2.04M - $2.13M
|
147K
$6.98M
|