Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-954- 5.54% |
$38.3K - $40.9K
|
16.3K
$767K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-985- 18.02% |
$39.5K - $42.2K
|
4.48K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 5.83% |
$40.1K - $42.9K
|
16.2K
$762K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.06K- 9.44% |
$42.5K - $45.5K
|
10.2K
$479K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.08K- 6.0% |
$43.1K - $46.1K
|
16.9K
$795K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 12.06% |
$43.7K - $46.8K
|
7.96K
$375K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.28K- 2.63% |
$51.1K - $54.7K
|
47.2K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 11.96% |
$52.7K - $56.4K
|
9.68K
$456K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.41K- 8.39% |
$56.7K - $60.6K
|
15.4K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.45K- 3.09% |
$58.2K - $62.3K
|
45.6K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.11K- 67.0% |
$125K - $133K
|
1.53K
$72.2K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.18K- 12.85% |
$127K - $136K
|
21.5K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 6.69% |
$132K - $141K
|
46K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.32K- 8.02% |
$133K - $142K
|
38.1K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.4K- 11.41% |
$136K - $146K
|
26.4K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.86K- 20.09% |
$155K - $166K
|
15.4K
$723K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4K- 45.85% |
$160K - $172K
|
4.73K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.72K- 10.16% |
$189K - $203K
|
41.8K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.22K- 20.13% |
$209K - $224K
|
20.7K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.68K- 33.2% |
$228K - $243K
|
11.4K
$538K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.07K- 25.56% |
$244K - $260K
|
17.7K
$834K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.44K- 3.46% |
$298K - $319K
|
207K
$9.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.12K- 3.3% |
$326K - $348K
|
238K
$11.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.97K- 17.68% |
$360K - $385K
|
41.8K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.8K- 15.87% |
$393K - $420K
|
51.9K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-10.7K- 46.61% |
$428K - $458K
|
12.2K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-10.7K- 60.94% |
$428K - $458K
|
6.84K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.6K- 70.71% |
$465K - $498K
|
4.81K
$227K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.2K- 20.1% |
$490K - $524K
|
48.6K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.5K- 11.77% |
$783K - $838K
|
146K
$6.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-19.7K- 7.8% |
$790K - $845K
|
233K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20K- 57.52% |
$803K - $859K
|
14.8K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.9K- 21.3% |
$837K - $896K
|
77.2K
$3.64M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 84.29% |
$1.03M - $1.1M
|
4.78K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.1K- 39.57% |
$1.17M - $1.25M
|
44.4K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.7K- 23.34% |
$1.27M - $1.36M
|
104K
$4.91M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-34.2K- 46.78% |
$1.37M - $1.47M
|
38.9K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-44K- 14.95% |
$1.77M - $1.89M
|
251K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-45.3K- 17.58% |
$1.82M - $1.94M
|
212K
$10M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-47.3K- 77.99% |
$1.9M - $2.03M
|
13.3K
$629K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63.6K- 28.84% |
$2.55M - $2.73M
|
157K
$7.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-71K- 72.0% |
$2.85M - $3.05M
|
27.6K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95K- 14.31% |
$3.81M - $4.07M
|
569K
$26.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 16.4% |
$4.06M - $4.35M
|
517K
$24.4M
|