Purchases and Sales Made in Q4 2024 in First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII FT CBOE VEST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
493KNew |
$20.8M - $21.5M
|
493K
$21.5M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
80.4K+ 123.08% |
$3.4M - $3.5M
|
146K
$6.37M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
63.3KNew |
$2.67M - $2.75M
|
63.3K
$2.76M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
57.9KNew |
$2.45M - $2.52M
|
57.9K
$2.53M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.6K+ 479.21% |
$1.76M - $1.81M
|
50.3K
$2.19M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.7K+ 54.85% |
$1.72M - $1.77M
|
115K
$5.02M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
32.2K+ 95.22% |
$1.36M - $1.4M
|
66K
$2.88M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30.6KNew |
$1.29M - $1.33M
|
30.6K
$1.33M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29K+ 426.53% |
$1.22M - $1.26M
|
35.8K
$1.56M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.2K+ 250.42% |
$1.11M - $1.14M
|
36.7K
$1.6M
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
24.8KNew |
$1.05M - $1.08M
|
24.8K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.9K+ 9.52% |
$1.01M - $1.04M
|
275K
$12M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
21.9KNew |
$926K - $955K
|
21.9K
$957K
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
20.2KNew |
$854K - $880K
|
20.2K
$883K
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
20.1KNew |
$849K - $875K
|
20.1K
$877K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$766K - $789K
|
18.1K
$791K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.9KNew |
$673K - $694K
|
15.9K
$696K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.6K+ 78.25% |
$657K - $677K
|
35.4K
$1.55M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.4KNew |
$610K - $628K
|
14.4K
$630K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4KNew |
$523K - $539K
|
12.4K
$541K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
12K+ 7.34% |
$505K - $520K
|
175K
$7.63M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11.6KNew |
$490K - $505K
|
11.6K
$506K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.3K+ 33.79% |
$434K - $447K
|
40.7K
$1.77M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$425K - $438K
|
10.1K
$439K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.9K+ 164.81% |
$376K - $388K
|
14.3K
$624K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8.8K+ 420.05% |
$372K - $383K
|
10.9K
$476K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8.79K+ 15.53% |
$372K - $383K
|
65.4K
$2.86M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.72KNew |
$326K - $336K
|
7.72K
$337K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.67KNew |
$324K - $334K
|
7.67K
$335K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.66KNew |
$324K - $333K
|
7.66K
$334K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.95K+ 91.82% |
$294K - $302K
|
14.5K
$634K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.9KNew |
$291K - $300K
|
6.9K
$301K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.74K+ 89.14% |
$285K - $294K
|
14.3K
$625K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.64K+ 15.61% |
$281K - $289K
|
49.2K
$2.15M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.58KNew |
$278K - $286K
|
6.58K
$287K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.56KNew |
$277K - $285K
|
6.56K
$286K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.43KNew |
$229K - $236K
|
5.43K
$237K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.19K+ 90.02% |
$219K - $226K
|
11K
$479K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.97KNew |
$210K - $216K
|
4.97K
$217K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.32K+ 327.39% |
$182K - $188K
|
5.63K
$246K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
3.45K+ 30.73% |
$146K - $150K
|
14.7K
$640K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.13K+ 184.97% |
$90K - $92.7K
|
3.28K
$143K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2K+ 29.62% |
$84.4K - $86.9K
|
8.74K
$382K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 130.43% |
$63.4K - $65.3K
|
2.65K
$116K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.27K+ 5.38% |
$53.7K - $55.4K
|
24.9K
$1.09M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.03K+ 0.82% |
$43.3K - $44.6K
|
126K
$5.51M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
946+ 2.03% |
$40K - $41.2K
|
47.6K
$2.08M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
787New |
$33.3K - $34.3K
|
787
$34.4K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
689New |
$29.1K - $30K
|
689
$30.1K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
604New |
$25.5K - $26.3K
|
604
$26.4K
|