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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
199+ 1.48% |
$8.66K - $9.1K
|
13.6K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
700New |
$30.5K - $32K
|
700
$31.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.82K+ 8.8% |
$79.2K - $83.3K
|
22.5K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 14.09% |
$59.1K - $62.1K
|
8.28K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7.51K+ 561.58% |
$327K - $344K
|
8.85K
$401K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.68K- 37.14% |
$116K - $123K
|
4.53K
$205K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11New |
$461 - $485
|
11
$499
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2K- 22.35% |
$83.8K - $88.2K
|
6.95K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
508New |
$21.3K - $22.4K
|
508
$23K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
217New |
$9.09K - $9.57K
|
217
$9.83K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$70.9K - $74.6K
|
1.69K
$76.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-15.6K- 74.69% |
$655K - $689K
|
5.3K
$240K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
418+ 8.38% |
$16.8K - $17.9K
|
5.41K
$245K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$406K - $434K
|
10.1K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
180New |
$7.22K - $7.72K
|
180
$8.16K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.68K- 33.2% |
$228K - $243K
|
11.4K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 39.23% |
$4.46M - $4.77M
|
394K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 0.59% |
$85K - $90.9K
|
362K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4K- 45.85% |
$160K - $172K
|
4.73K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
63New |
$2.53K - $2.7K
|
63
$2.86K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 8.8% |
$25.5K - $27.3K
|
6.6K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-985- 18.02% |
$39.5K - $42.2K
|
4.48K
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.89% |
$5.01K - $5.36K
|
13.9K
$632K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.9KNew |
$197K - $210K
|
4.9K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 6.69% |
$132K - $141K
|
46K
$2.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
45New |
$1.8K - $1.93K
|
45
$2.04K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 13.9% |
$40.1K - $44.7K
|
6.82K
$309K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9.47KNew |
$345K - $385K
|
9.47K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.4KNew |
$779K - $869K
|
21.4K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.1KNew |
$186K - $207K
|
5.1K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 11.32% |
$66.2K - $73.8K
|
14.2K
$645K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.38KNew |
$233K - $259K
|
6.38K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81New |
$2.95K - $3.29K
|
81
$3.67K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-204- 2.67% |
$7.43K - $8.29K
|
7.44K
$337K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-539- 21.91% |
$19.6K - $21.9K
|
1.92K
$87.1K
|
|
| Q3 2023 | |||||||
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
170+ 2.67% |
$6.35K - $6.75K
|
6.53K
$296K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.36K- 29.84% |
$88.2K - $93.7K
|
5.55K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-844- 2.05% |
$31.5K - $33.5K
|
40.2K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
381+ 0.61% |
$14.2K - $15.1K
|
62.7K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.15K- 9.74% |
$155K - $165K
|
38.5K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.57KNew |
$208K - $221K
|
5.57K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
604+ 1.47% |
$22.5K - $24K
|
41.7K
$1.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
9.9K+ 1.98% |
$370K - $393K
|
510K
$23.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
779+ 12.24% |
$29.1K - $30.9K
|
7.15K
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.36K- 18.01% |
$50.8K - $54K
|
6.2K
$281K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 28.9% |
$107K - $113K
|
12.7K
$578K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-955- 6.01% |
$34.5K - $36.9K
|
14.9K
$677K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
249KNew |
$8.98M - $9.6M
|
249K
$11.3M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-265- 1.4% |
$9.57K - $10.2K
|
18.6K
$844K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.79KNew |
$209K - $223K
|
5.79K
$262K
|
|