Latest Institutional Transactions on First Tr ETF Viii Ft Cboe Vest (FNOV)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Ft Cboe Vest (FNOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.25KNew |
$200K - $207K
|
4.25K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-80.5K- 87.2% |
$3.79M - $3.92M
|
11.8K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
21.6K+ 130.55% |
$1.02M - $1.05M
|
38.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
360K+ 1075.43% |
$16.9M - $17.5M
|
393K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.94K+ 1.44% |
$139K - $143K
|
207K
$9.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.05KNew |
$332K - $344K
|
7.05K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.5KNew |
$306K - $317K
|
6.5K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
200New |
$9.41K - $9.75K
|
200
$9.29K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
14.5KNew |
$684K - $708K
|
14.5K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 34.23% |
$2.37M - $2.45M
|
197K
$9.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.62K+ 111.44% |
$358K - $371K
|
14.5K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3K+ 37.49% |
$720K - $746K
|
56.1K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-252- 2.46% |
$11.9K - $12.3K
|
10K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9KNew |
$609K - $631K
|
12.9K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-641- 5.81% |
$30.2K - $31.2K
|
10.4K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.42K+ 17.15% |
$255K - $264K
|
37K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.91K+ 86.72% |
$184K - $190K
|
8.41K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
643New |
$30.3K - $31.3K
|
643
$29.9K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
2.61K+ 14.51% |
$123K - $127K
|
20.6K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.5K+ 1020.43% |
$541K - $560K
|
12.6K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-49- 4.08% |
$2.31K - $2.39K
|
1.15K
$53.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 22.4% |
$1.51M - $1.56M
|
175K
$8.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.9K+ 108.4% |
$1.31M - $1.36M
|
53.7K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.7K+ 3.31% |
$79.8K - $82.7K
|
53K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-418- 0.96% |
$19.7K - $20.4K
|
43.2K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
35.9K+ 56.11% |
$1.69M - $1.75M
|
99.9K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.8K+ 223.89% |
$790K - $818K
|
24.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
399KNew |
$18.8M - $19.5M
|
399K
$18.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.13K+ 62.12% |
$53K - $54.8K
|
2.94K
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$235 - $244
|
5
$232
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.21K+ 33.21% |
$151K - $156K
|
12.9K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 0.78% |
$94.3K - $97.7K
|
254K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
80.9K+ 87.41% |
$3.81M - $3.95M
|
174K
$8.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
393+ 2.58% |
$18.5K - $19.2K
|
15.6K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-247- 1.88% |
$11.6K - $12K
|
12.9K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-138- 1.46% |
$6.5K - $6.73K
|
9.32K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.71K+ 16.97% |
$128K - $132K
|
18.7K
$868K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.02K+ 13.94% |
$142K - $147K
|
24.7K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
750New |
$35.3K - $36.6K
|
750
$34.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
268+ 3.85% |
$12.6K - $13.1K
|
7.23K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.15K+ 97.65% |
$195K - $202K
|
8.4K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.42KNew |
$255K - $264K
|
5.42K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-560- 3.73% |
$26.4K - $27.3K
|
14.5K
$671K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
6.45KNew |
$303K - $314K
|
6.45K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
175KNew |
$8.22M - $8.51M
|
175K
$8.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100KNew |
$4.72M - $4.89M
|
100K
$4.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.19K+ 34.89% |
$339K - $351K
|
27.8K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
84+ 1.94% |
$3.95K - $4.1K
|
4.42K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
276New |
$13K - $13.5K
|
276
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.69KNew |
$79.6K - $82.4K
|
1.69K
$78.5K
|