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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.25KClosed |
$196K - $209K
|
0
$0
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.33K+ 18.35% |
$61.4K - $65.6K
|
8.6K
$441K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
36.3KNew |
$1.67M - $1.79M
|
36.3K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-366- 3.1% |
$16.9K - $18K
|
11.5K
$587K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
33.9K+ 325.72% |
$1.56M - $1.67M
|
44.3K
$2.27M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-518- 1.81% |
$23.9K - $25.5K
|
28.1K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-245- 19.84% |
$11.3K - $12.1K
|
990
$50.8K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
261New |
$12K - $12.9K
|
261
$13.4K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.18KNew |
$239K - $255K
|
5.18K
$266K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.74K+ 93.19% |
$126K - $135K
|
5.67K
$291K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 7.6% |
$2.99K - $3.2K
|
790
$40.5K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-391- 2.57% |
$18K - $19.3K
|
14.8K
$761K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-364- 0.95% |
$16.8K - $17.9K
|
37.8K
$1.94M
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-724- 10.27% |
$33.3K - $35.6K
|
6.33K
$324K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.78K+ 13.62% |
$81.8K - $87.5K
|
14.8K
$760K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
150+ 5.11% |
$6.91K - $7.39K
|
3.09K
$158K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.49K- 11.63% |
$68.6K - $73.4K
|
11.3K
$581K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.95K+ 511.84% |
$89.6K - $95.8K
|
2.33K
$119K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-57- 4.95% |
$2.63K - $2.81K
|
1.09K
$56.1K
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.04K+ 24.27% |
$94K - $100K
|
10.4K
$536K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-308- 50.0% |
$14.2K - $15.2K
|
308
$15.8K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-175- 27.22% |
$8.06K - $8.62K
|
468
$24K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-410- 87.05% |
$18.9K - $20.2K
|
61
$3.13K
|
|
Q4 2024 | |||||||
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
207+ 14.24% |
$9.74K - $10.1K
|
1.66K
$85.2K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19KNew |
$893K - $925K
|
19K
$973K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
527New |
$24.8K - $25.7K
|
527
$27K
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.1KNew |
$615K - $637K
|
13.1K
$670K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.41K - $9.75K
|
200
$10.3K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.33KNew |
$204K - $211K
|
4.33K
$222K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.38K+ 24.19% |
$65K - $67.3K
|
7.08K
$363K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$61.4K - $63.6K
|
1.3K
$66.9K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-337- 22.27% |
$15.9K - $16.4K
|
1.18K
$60.3K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.91KNew |
$467K - $483K
|
9.91K
$508K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
329+ 4.46% |
$15.5K - $16K
|
7.7K
$395K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-289- 3.41% |
$13.6K - $14.1K
|
8.18K
$420K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.25KNew |
$200K - $207K
|
4.25K
$218K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.5KNew |
$306K - $317K
|
6.5K
$333K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
200New |
$9.41K - $9.75K
|
200
$10.3K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.91K+ 86.72% |
$184K - $190K
|
8.41K
$431K
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
2.61K+ 14.51% |
$123K - $127K
|
20.6K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.21K+ 33.21% |
$151K - $156K
|
12.9K
$660K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$235 - $244
|
5
$256
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
750New |
$35.3K - $36.6K
|
750
$38.5K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-247- 1.88% |
$11.6K - $12K
|
12.9K
$660K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-560- 3.73% |
$26.4K - $27.3K
|
14.5K
$741K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.42KNew |
$255K - $264K
|
5.42K
$278K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
276New |
$13K - $13.5K
|
276
$14.2K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
84+ 1.94% |
$3.95K - $4.1K
|
4.42K
$227K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100KNew |
$4.72M - $4.89M
|
100K
$5.14M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
175KNew |
$8.22M - $8.51M
|
175K
$8.95M
|