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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.21KNew |
$52.8K - $55.7K
|
1.21K
$56.2K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 19.31% |
$48.6K - $51.3K
|
4.66K
$216K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.89KNew |
$257K - $271K
|
5.89K
$274K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
28.6KNew |
$1.25M - $1.31M
|
28.6K
$1.33M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
390New |
$17K - $18K
|
390
$18.1K
|
|
Q1 2024 | |||||||
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-5.32KClosed |
$224K - $238K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.4K- 40.76% |
$1.4M - $1.49M
|
48.5K
$2.25M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
11.4KNew |
$480K - $511K
|
11.4K
$531K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101K+ 83.51% |
$4.24M - $4.51M
|
221K
$10.3M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.65KNew |
$153K - $163K
|
3.65K
$169K
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 32.8% |
$282K - $300K
|
13.7K
$637K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.18K- 6.98% |
$91.8K - $97.7K
|
29.1K
$1.35M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
36New |
$1.35K - $1.53K
|
36
$1.67K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.2KNew |
$195K - $221K
|
5.2K
$241K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.07K+ 114.72% |
$302K - $343K
|
15.1K
$702K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 17.75% |
$38.5K - $43.7K
|
6.83K
$317K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$83.7K - $95.1K
|
2.24K
$104K
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.12KNew |
$192K - $218K
|
5.12K
$238K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
15.8KNew |
$592K - $672K
|
15.8K
$734K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.89KNew |
$183K - $208K
|
4.89K
$227K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.92KNew |
$184K - $209K
|
4.92K
$228K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$218K - $247K
|
5.82K
$270K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.4KNew |
$537K - $610K
|
14.4K
$667K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125New |
$4.85K - $5.16K
|
125
$5.81K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-29- 0.39% |
$1.12K - $1.2K
|
7.5K
$348K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
62.1KNew |
$2.41M - $2.57M
|
62.1K
$2.89M
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-1.18K- 8.87% |
$45.6K - $48.5K
|
12.1K
$561K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-870- 7.06% |
$32.4K - $35K
|
11.5K
$532K
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-300- 0.68% |
$11.2K - $12.1K
|
43.9K
$2.04M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$22.3K - $24.2K
|
600
$27.9K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-19.3K- 46.68% |
$717K - $776K
|
22K
$1.02M
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-270- 1.33% |
$10K - $10.9K
|
20K
$927K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.26KNew |
$233K - $252K
|
6.26K
$291K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.76K+ 411.19% |
$97.1K - $105K
|
3.43K
$159K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$426K - $459K
|
12.1K
$562K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.2KNew |
$113K - $122K
|
3.2K
$149K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6KNew |
$56.4K - $60.8K
|
1.6K
$74.3K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.33KNew |
$188K - $202K
|
5.33K
$247K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.49K- 49.9% |
$87.6K - $94.4K
|
2.5K
$116K
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
10.6KNew |
$373K - $402K
|
10.6K
$491K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$35.3 - $38
|
1
$46.4
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-500- 3.81% |
$17.6K - $19K
|
12.6K
$587K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.54KNew |
$266K - $286K
|
7.54K
$350K
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
62.1KNew |
$2.04M - $2.29M
|
62.1K
$2.88M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12KNew |
$395K - $443K
|
12K
$557K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.3KNew |
$338K - $379K
|
10.3K
$477K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.77K- 15.37% |
$255K - $287K
|
42.8K
$1.99M
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
6.7KNew |
$220K - $247K
|
6.7K
$311K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.65KNew |
$186K - $209K
|
5.65K
$262K
|
|
Q3 2022 | |||||||
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.96KClosed |
$196K - $221K
|
0
$0
|