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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.8K+ 62.78% |
$132K - $137K
|
7.26K
$372K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.69KNew |
$79.6K - $82.4K
|
1.69K
$86.7K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
877+ 14.44% |
$41.3K - $42.8K
|
6.95K
$356K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.42KNew |
$208K - $216K
|
4.42K
$227K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
109KNew |
$5.13M - $5.32M
|
109K
$5.59M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
921+ 1.52% |
$43.4K - $44.9K
|
61.4K
$3.15M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-20- 0.27% |
$941 - $975
|
7.37K
$378K
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
51.8KNew |
$2.44M - $2.52M
|
51.8K
$2.65M
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.45KNew |
$256K - $265K
|
5.45K
$279K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.3KNew |
$202K - $210K
|
4.3K
$221K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.06K+ 6.64% |
$47.5K - $49.9K
|
17K
$872K
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.5K- 39.08% |
$292K - $307K
|
10.1K
$519K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1K- 16.46% |
$44.9K - $47.2K
|
5.08K
$260K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-606- 11.67% |
$27.2K - $28.6K
|
4.59K
$235K
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-543- 3.27% |
$24.4K - $25.6K
|
16.1K
$823K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
795+ 0.43% |
$35.7K - $37.5K
|
186K
$9.52M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.03K- 11.32% |
$405K - $426K
|
70.7K
$3.63M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-339- 7.19% |
$15.2K - $16K
|
4.38K
$224K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
560New |
$25.1K - $26.4K
|
560
$28.7K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22New |
$960 - $1.01K
|
22
$1.13K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
750New |
$32.7K - $34.5K
|
750
$38.5K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.21KNew |
$52.8K - $55.7K
|
1.21K
$62K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 19.31% |
$48.6K - $51.3K
|
4.66K
$239K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.89KNew |
$257K - $271K
|
5.89K
$302K
|
|
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
$2.48M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
11.4KNew |
$480K - $511K
|
11.4K
$586K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101K+ 83.51% |
$4.24M - $4.51M
|
221K
$11.4M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.65KNew |
$153K - $163K
|
3.65K
$187K
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 32.8% |
$282K - $300K
|
13.7K
$704K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.18K- 6.98% |
$91.8K - $97.7K
|
29.1K
$1.49M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
36New |
$1.35K - $1.53K
|
36
$1.85K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.2KNew |
$195K - $221K
|
5.2K
$267K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.07K+ 114.72% |
$302K - $343K
|
15.1K
$775K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 17.75% |
$38.5K - $43.7K
|
6.83K
$350K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$83.7K - $95.1K
|
2.24K
$115K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
15.8KNew |
$592K - $672K
|
15.8K
$811K
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
5.12KNew |
$192K - $218K
|
5.12K
$263K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.89KNew |
$183K - $208K
|
4.89K
$251K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.92KNew |
$184K - $209K
|
4.92K
$252K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$218K - $247K
|
5.82K
$298K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.4KNew |
$537K - $610K
|
14.4K
$736K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-29- 0.39% |
$1.12K - $1.2K
|
7.5K
$384K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
62.1KNew |
$2.41M - $2.57M
|
62.1K
$3.19M
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-1.18K- 8.87% |
$45.6K - $48.5K
|
12.1K
$619K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-300- 0.68% |
$11.2K - $12.1K
|
43.9K
$2.25M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$22.3K - $24.2K
|
600
$30.8K
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-270- 1.33% |
$10K - $10.9K
|
20K
$1.02M
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.26KNew |
$233K - $252K
|
6.26K
$321K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$426K - $459K
|
12.1K
$620K
|