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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.54KNew |
$266K - $286K
|
7.54K
$363K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
62.1KNew |
$2.04M - $2.29M
|
62.1K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12KNew |
$395K - $443K
|
12K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.77K- 15.37% |
$255K - $287K
|
42.8K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.3KNew |
$338K - $379K
|
10.3K
$494K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
6.7KNew |
$220K - $247K
|
6.7K
$322K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.65KNew |
$186K - $209K
|
5.65K
$272K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.76KNew |
$58K - $65.1K
|
1.76K
$84.8K
|
|
| Q3 2022 | |||||||
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.96KClosed |
$196K - $221K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
453+ 2.77% |
$14.9K - $16.8K
|
16.8K
$809K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.5K+ 221.23% |
$774K - $872K
|
34.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-34.2K- 67.75% |
$1.13M - $1.27M
|
16.3K
$784K
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9.18K- 32.06% |
$303K - $341K
|
19.5K
$937K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.05K- 39.78% |
$133K - $150K
|
6.13K
$295K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
450+ 20.55% |
$14.8K - $16.7K
|
2.64K
$127K
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.85K- 48.89% |
$193K - $217K
|
6.12K
$294K
|
|
| Q2 2022 | |||||||
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.84KClosed |
$227K - $261K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-7.55KClosed |
$250K - $288K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-11.2KClosed |
$371K - $428K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.3K- 72.26% |
$508K - $586K
|
5.89K
$283K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.8KClosed |
$637K - $697K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-19.5KClosed |
$697K - $762K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
17.3KNew |
$620K - $678K
|
17.3K
$834K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.89KNew |
$139K - $152K
|
3.89K
$187K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-775Closed |
$27.7K - $30.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.8KNew |
$243K - $266K
|
6.8K
$327K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-825- 6.33% |
$29.5K - $32.3K
|
12.2K
$588K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$529K - $579K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.4KNew |
$265K - $289K
|
7.4K
$356K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
5.93KNew |
$223K - $231K
|
5.93K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-30.9KClosed |
$1.16M - $1.21M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-42.9KClosed |
$1.61M - $1.68M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
486KNew |
$17.9M - $18.4M
|
486K
$23.4M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.9KClosed |
$327K - $336K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.36KClosed |
$86.6K - $89.2K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-15KClosed |
$551K - $567K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1KClosed |
$36.7K - $37.8K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8KClosed |
$294K - $302K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.82KClosed |
$238K - $249K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6.4KClosed |
$223K - $234K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.64KClosed |
$213K - $234K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-16KClosed |
$513K - $563K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.3KClosed |
$553K - $608K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-200Closed |
$6.17K - $6.62K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-152K- 88.08% |
$3.97M - $4.77M
|
20.5K
$987K
|
|
|
Jul 16, 2020
Q2 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16.5KClosed |
$433K - $520K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
485+ 39.27% |
$14.8K - $15.8K
|
1.72K
$82.8K
|
|