Purchases and Sales Made in Q4 2024 in First Tr ETF Viii Ft Cboe Vest (FNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (FNOV) 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
399KNew |
$18.8M - $19.5M
|
399K
$19.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
175KNew |
$8.22M - $8.51M
|
175K
$8.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
109KNew |
$5.13M - $5.32M
|
109K
$5.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100KNew |
$4.72M - $4.89M
|
100K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
80.9K+ 87.41% |
$3.81M - $3.95M
|
174K
$8.46M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
51.8KNew |
$2.44M - $2.52M
|
51.8K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
35.9K+ 56.11% |
$1.69M - $1.75M
|
99.9K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 22.4% |
$1.51M - $1.56M
|
175K
$8.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.4KNew |
$1.29M - $1.34M
|
27.4K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.1K+ 114.51% |
$991K - $1.03M
|
39.4K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16.9KNew |
$795K - $823K
|
16.9K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.8K+ 223.89% |
$790K - $818K
|
24.3K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
13.4K+ 4.19% |
$630K - $652K
|
333K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13KNew |
$614K - $636K
|
13K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
12.8KNew |
$603K - $625K
|
12.8K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.5K+ 1020.43% |
$541K - $560K
|
12.6K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.41KNew |
$396K - $410K
|
8.41K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.25K+ 92.18% |
$388K - $402K
|
17.2K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.4K+ 82.52% |
$348K - $361K
|
16.4K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.19K+ 34.89% |
$339K - $351K
|
27.8K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
6.67KNew |
$314K - $325K
|
6.67K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
6.45KNew |
$303K - $314K
|
6.45K
$314K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.45KNew |
$256K - $265K
|
5.45K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.42KNew |
$255K - $264K
|
5.42K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.29KNew |
$249K - $258K
|
5.29K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 100.22% |
$212K - $220K
|
9K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.42KNew |
$208K - $216K
|
4.42K
$216K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.3KNew |
$202K - $210K
|
4.3K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.15K+ 97.65% |
$195K - $202K
|
8.4K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.99K+ 54.51% |
$188K - $195K
|
11.3K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.65K+ 26.03% |
$172K - $178K
|
17.7K
$862K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.21K+ 33.21% |
$151K - $156K
|
12.9K
$628K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.02K+ 13.94% |
$142K - $147K
|
24.7K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.8K+ 62.78% |
$132K - $137K
|
7.26K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.71K+ 16.97% |
$128K - $132K
|
18.7K
$911K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.72K+ 22.19% |
$80.8K - $83.7K
|
9.45K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.7K+ 3.31% |
$79.8K - $82.7K
|
53K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.69KNew |
$79.6K - $82.4K
|
1.69K
$82.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.13K+ 62.12% |
$53K - $54.8K
|
2.94K
$143K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
921+ 1.52% |
$43.4K - $44.9K
|
61.4K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
877+ 14.44% |
$41.3K - $42.8K
|
6.95K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
750New |
$35.3K - $36.6K
|
750
$36.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
471New |
$22.2K - $23K
|
471
$23K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
393+ 2.58% |
$18.5K - $19.2K
|
15.6K
$761K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
276New |
$13K - $13.5K
|
276
$13.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
268+ 3.85% |
$12.6K - $13.1K
|
7.23K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
84+ 1.94% |
$3.95K - $4.1K
|
4.42K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$235 - $244
|
5
$244
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-20- 0.27% |
$941 - $975
|
7.37K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-28- 0.45% |
$1.32K - $1.37K
|
6.25K
$305K
|