Purchases and Sales Made in Q4 2024 in First Tr ETF Viii Cboe Vest Us (FAUG)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FAUG) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
346KNew |
$15.7M - $16.3M
|
346K
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
220KNew |
$9.97M - $10.4M
|
220K
$10.1M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
125KNew |
$5.69M - $5.92M
|
125K
$5.74M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.9K+ 9.5% |
$1.72M - $1.79M
|
437K
$20M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
36.7K+ 55.04% |
$1.66M - $1.73M
|
103K
$4.73M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
25.4KNew |
$1.15M - $1.2M
|
25.4K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.9KNew |
$1.08M - $1.13M
|
23.9K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
20KNew |
$905K - $942K
|
20K
$913K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4KNew |
$878K - $914K
|
19.4K
$886K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
15.5KNew |
$703K - $732K
|
15.5K
$709K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.9K+ 28.59% |
$585K - $609K
|
58K
$2.65M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$466K - $485K
|
10.3K
$470K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10KNew |
$454K - $472K
|
10K
$458K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.43KNew |
$428K - $445K
|
9.43K
$431K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.68KNew |
$394K - $410K
|
8.68K
$397K
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.66KNew |
$393K - $409K
|
8.66K
$396K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.42KNew |
$382K - $398K
|
8.42K
$385K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.78KNew |
$307K - $320K
|
6.78K
$310K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.3KNew |
$240K - $250K
|
5.3K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.29K+ 36.4% |
$240K - $250K
|
19.8K
$907K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.82KNew |
$219K - $228K
|
4.82K
$221K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.59K+ 64.44% |
$208K - $217K
|
11.7K
$536K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.4K+ 21.33% |
$200K - $208K
|
25K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 67.13% |
$194K - $202K
|
10.7K
$487K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.06K+ 43.42% |
$184K - $192K
|
13.4K
$613K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.43K+ 4.3% |
$155K - $162K
|
83.2K
$3.81M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 60.23% |
$154K - $161K
|
9.05K
$414K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.79K+ 40.7% |
$126K - $131K
|
9.63K
$440K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.37K+ 6.68% |
$108K - $112K
|
37.9K
$1.73M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.37K+ 42.69% |
$107K - $112K
|
7.92K
$362K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25KNew |
$102K - $106K
|
2.25K
$103K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.73K+ 1.5% |
$78.6K - $81.8K
|
117K
$5.36M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.67K+ 5.08% |
$75.6K - $78.7K
|
34.5K
$1.58M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.46K+ 4.03% |
$66.3K - $69K
|
37.7K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32K+ 13.13% |
$59.9K - $62.3K
|
11.4K
$520K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.3K+ 1.66% |
$58.7K - $61.1K
|
79.1K
$3.62M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.16KNew |
$52.6K - $54.8K
|
1.16K
$53.1K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.14K+ 7.75% |
$51.9K - $54K
|
15.9K
$727K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.13K+ 2.88% |
$51.4K - $53.5K
|
40.4K
$1.85M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1K+ 4.21% |
$49.9K - $51.9K
|
27.2K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
880+ 7.12% |
$39.9K - $41.5K
|
13.2K
$606K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
544New |
$24.7K - $25.7K
|
544
$24.9K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
483New |
$21.9K - $22.8K
|
483
$22.1K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
285+ 4.73% |
$12.9K - $13.5K
|
6.32K
$289K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
253+ 2.0% |
$11.5K - $11.9K
|
12.9K
$591K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
199+ 1.81% |
$9.02K - $9.39K
|
11.2K
$513K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170+ 0.96% |
$7.71K - $8.03K
|
17.9K
$821K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121+ 0.74% |
$5.49K - $5.71K
|
16.5K
$753K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
90+ 0.93% |
$4.08K - $4.25K
|
9.77K
$447K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 0.24% |
$3.72K - $3.87K
|
34.4K
$1.57M
|