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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 0.19% |
$1.95K - $2.03K
|
23.2K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$181 - $189
|
4
$183
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15- 23.08% |
$680 - $708
|
50
$2.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 0.1% |
$952 - $991
|
20.1K
$921K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 0.62% |
$1.32K - $1.37K
|
4.69K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40- 0.72% |
$1.81K - $1.89K
|
5.55K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-42- 2.86% |
$1.9K - $1.98K
|
1.43K
$65.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-43- 0.66% |
$1.95K - $2.03K
|
6.49K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 1.27% |
$3.22K - $3.35K
|
5.54K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-73- 1.09% |
$3.31K - $3.45K
|
6.6K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-94- 0.44% |
$4.26K - $4.44K
|
21.4K
$980K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 1.01% |
$4.54K - $4.72K
|
9.8K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-128- 5.42% |
$5.8K - $6.04K
|
2.23K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-163- 1.23% |
$7.39K - $7.7K
|
13.1K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-223- 2.65% |
$10.1K - $10.5K
|
8.18K
$374K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-234- 3.31% |
$10.6K - $11K
|
6.84K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-247- 3.12% |
$11.2K - $11.7K
|
7.67K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-262- 0.75% |
$11.9K - $12.4K
|
34.5K
$1.58M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-311- 1.53% |
$14.1K - $14.7K
|
20K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-378- 1.17% |
$17.1K - $17.8K
|
31.9K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-400- 40.0% |
$18.1K - $18.9K
|
600
$27.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-440- 5.59% |
$20K - $20.8K
|
7.43K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-443- 4.09% |
$20.1K - $20.9K
|
10.4K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-638- 4.72% |
$28.9K - $30.1K
|
12.9K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-700- 5.38% |
$31.7K - $33K
|
12.3K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-795- 0.55% |
$36.1K - $37.5K
|
144K
$6.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-824- 5.32% |
$37.4K - $38.9K
|
14.7K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 20.83% |
$45.4K - $47.2K
|
3.8K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.27K- 5.62% |
$57.5K - $59.9K
|
21.3K
$974K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.32K- 2.44% |
$60K - $62.4K
|
52.9K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.35K- 11.95% |
$61.1K - $63.6K
|
9.92K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.57K- 5.76% |
$71.1K - $74K
|
25.7K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 97.29% |
$73.1K - $76.1K
|
45
$2.06K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.68K- 4.6% |
$76.3K - $79.4K
|
34.9K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.71K- 38.95% |
$77.5K - $80.7K
|
2.68K
$123K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.72K- 18.02% |
$78K - $81.2K
|
7.83K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.88K- 3.7% |
$85.1K - $88.6K
|
48.8K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.91K- 15.62% |
$86.6K - $90.2K
|
10.3K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 11.58% |
$110K - $115K
|
18.5K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.62K- 1.17% |
$119K - $124K
|
222K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3K- 18.66% |
$136K - $142K
|
13.1K
$598K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.11K- 5.0% |
$141K - $147K
|
59K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.13K- 3.19% |
$142K - $148K
|
95.1K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.57K- 9.13% |
$162K - $168K
|
35.5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.89K- 9.78% |
$176K - $183K
|
35.9K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.95K- 3.89% |
$179K - $186K
|
97.6K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.36K- 77.96% |
$198K - $206K
|
1.23K
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4.7K- 81.87% |
$213K - $222K
|
1.04K
$47.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.91K- 65.25% |
$223K - $232K
|
2.61K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.21K- 1.37% |
$236K - $246K
|
374K
$17.1M
|