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
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.9KNew |
$1.08M - $1.13M
|
23.9K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4KNew |
$878K - $914K
|
19.4K
$918K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
15.5KNew |
$703K - $732K
|
15.5K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.9K+ 28.59% |
$585K - $609K
|
58K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$466K - $485K
|
10.3K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10KNew |
$454K - $472K
|
10K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.43KNew |
$428K - $445K
|
9.43K
$447K
|
|
|
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
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.59K+ 64.44% |
$208K - $217K
|
11.7K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 67.13% |
$194K - $202K
|
10.7K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.06K+ 43.42% |
$184K - $192K
|
13.4K
$635K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.43K+ 4.3% |
$155K - $162K
|
83.2K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 60.23% |
$154K - $161K
|
9.05K
$429K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.79K+ 40.7% |
$126K - $131K
|
9.63K
$456K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.3K+ 1.66% |
$58.7K - $61.1K
|
79.1K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.16KNew |
$52.6K - $54.8K
|
1.16K
$55K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.14K+ 7.75% |
$51.9K - $54K
|
15.9K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1K+ 4.21% |
$49.9K - $51.9K
|
27.2K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
483New |
$21.9K - $22.8K
|
483
$22.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
285+ 4.73% |
$12.9K - $13.5K
|
6.32K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
199+ 1.81% |
$9.02K - $9.39K
|
11.2K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170+ 0.96% |
$7.71K - $8.03K
|
17.9K
$851K
|
|
|
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
$2.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 0.1% |
$952 - $991
|
20.1K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 0.62% |
$1.32K - $1.37K
|
4.69K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-73- 1.09% |
$3.31K - $3.45K
|
6.6K
$313K
|
|
|
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
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-128- 5.42% |
$5.8K - $6.04K
|
2.23K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-223- 2.65% |
$10.1K - $10.5K
|
8.18K
$388K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-234- 3.31% |
$10.6K - $11K
|
6.84K
$324K
|
|
|
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
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-443- 4.09% |
$20.1K - $20.9K
|
10.4K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-700- 5.38% |
$31.7K - $33K
|
12.3K
$583K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-795- 0.55% |
$36.1K - $37.5K
|
144K
$6.84M
|
|
|
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
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.57K- 5.76% |
$71.1K - $74K
|
25.7K
$1.22M
|