Latest Institutional Transactions on First Tr ETF Viii Cboe Vest Us (FAUG)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (FAUG) 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 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3K- 18.66% |
$136K - $142K
|
13.1K
$593K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-795- 0.55% |
$36.1K - $37.5K
|
144K
$6.53M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.9K+ 28.59% |
$585K - $609K
|
58K
$2.63M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170+ 0.96% |
$7.71K - $8.03K
|
17.9K
$813K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-102K- 90.19% |
$4.65M - $4.84M
|
11.1K
$505K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.3KNew |
$240K - $250K
|
5.3K
$240K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4KNew |
$878K - $914K
|
19.4K
$877K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
285+ 4.73% |
$12.9K - $13.5K
|
6.32K
$286K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.35K- 11.95% |
$61.1K - $63.6K
|
9.92K
$450K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 0.19% |
$1.95K - $2.03K
|
23.2K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 1.01% |
$4.54K - $4.72K
|
9.8K
$444K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.79K+ 40.7% |
$126K - $131K
|
9.63K
$436K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.37K+ 6.68% |
$108K - $112K
|
37.9K
$1.72M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-247- 3.12% |
$11.2K - $11.7K
|
7.67K
$348K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.13K- 3.19% |
$142K - $148K
|
95.1K
$4.31M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15- 23.08% |
$680 - $708
|
50
$2.27K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 67.13% |
$194K - $202K
|
10.7K
$483K
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-234- 3.31% |
$10.6K - $11K
|
6.84K
$310K
|
|
Q3 2024 | |||||||
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
11.6K+ 86.15% |
$506K - $532K
|
25.1K
$1.14M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-32.1K- 18.79% |
$1.4M - $1.47M
|
139K
$6.29M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.52KNew |
$414K - $435K
|
9.52K
$431K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 0.37% |
$1.31K - $1.37K
|
8K
$363K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-300- 1.02% |
$13.1K - $13.7K
|
29.2K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.97KNew |
$346K - $364K
|
7.97K
$361K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.5K- 61.31% |
$65.1K - $68.4K
|
944
$42.8K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
280+ 2.49% |
$12.2K - $12.8K
|
11.5K
$522K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.06KNew |
$307K - $323K
|
7.06K
$320K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.48KNew |
$195K - $205K
|
4.48K
$203K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.4KNew |
$757K - $797K
|
17.4K
$789K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.45KNew |
$107K - $112K
|
2.45K
$111K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$558K - $587K
|
12.8K
$581K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.16K- 11.65% |
$50.5K - $53.2K
|
8.81K
$399K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
167KNew |
$7.24M - $7.62M
|
167K
$7.55M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
84.8KNew |
$3.69M - $3.88M
|
84.8K
$3.84M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
685+ 13.04% |
$29.8K - $31.3K
|
5.94K
$269K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106- 2.31% |
$4.61K - $4.85K
|
4.47K
$203K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
866New |
$37.7K - $39.6K
|
866
$39.2K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.6KNew |
$2.37M - $2.5M
|
54.6K
$2.47M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.5KNew |
$498K - $524K
|
11.5K
$519K
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-157- 3.13% |
$6.83K - $7.18K
|
4.87K
$221K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
45.1KNew |
$1.96M - $2.06M
|
45.1K
$2.04M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.64K+ 68.25% |
$71.3K - $75K
|
4.04K
$183K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 5.76% |
$578K - $608K
|
244K
$11.1M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.32K+ 60.53% |
$231K - $243K
|
14.1K
$640K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 12.82% |
$573K - $602K
|
116K
$5.25M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-540- 1.73% |
$23.5K - $24.7K
|
30.6K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-903- 5.59% |
$39.3K - $41.3K
|
15.3K
$692K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.36K+ 10.06% |
$59.2K - $62.2K
|
14.9K
$674K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.91KNew |
$301K - $316K
|
6.91K
$313K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
336+ 2.4% |
$14.6K - $15.4K
|
14.3K
$650K
|