Purchases and Sales Made in Q1 2024 in First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
243KNew |
$10.6M - $11.4M
|
243K
$12.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 264.53% |
$7.09M - $7.66M
|
225K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118K+ 246475.0% |
$5.15M - $5.56M
|
118K
$5.95M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
60.2K+ 138.56% |
$2.62M - $2.83M
|
104K
$5.22M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.5K+ 481.46% |
$1.98M - $2.14M
|
55K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.8KNew |
$1.3M - $1.4M
|
29.8K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 37.62% |
$1.25M - $1.35M
|
105K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$720K - $778K
|
16.5K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.68% |
$695K - $751K
|
83.4K
$4.19M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.8K+ 1959.58% |
$686K - $741K
|
16.6K
$833K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$483K - $522K
|
11.1K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.86KNew |
$342K - $370K
|
7.86K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.8K+ 7.6% |
$340K - $367K
|
110K
$5.56M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.48KNew |
$282K - $305K
|
6.48K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.8KNew |
$252K - $273K
|
5.8K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.3K+ 42.53% |
$230K - $249K
|
17.8K
$893K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.64K+ 3.34% |
$202K - $218K
|
143K
$7.21M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.61K+ 291.4% |
$200K - $217K
|
6.19K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.53K+ 63.04% |
$197K - $213K
|
11.7K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.53KNew |
$197K - $213K
|
4.53K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.51KNew |
$196K - $212K
|
4.51K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 5.71% |
$187K - $202K
|
79.6K
$4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.29KNew |
$187K - $202K
|
4.29K
$216K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4KNew |
$174K - $188K
|
4K
$201K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.51K+ 25.96% |
$109K - $118K
|
12.2K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.14K+ 0.9% |
$93K - $100K
|
239K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.9K+ 7.88% |
$82.7K - $89.3K
|
26K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1KNew |
$43.5K - $47K
|
1K
$50.3K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612New |
$26.6K - $28.8K
|
612
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
457New |
$19.9K - $21.5K
|
457
$23K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
394+ 2.34% |
$17.1K - $18.5K
|
17.2K
$867K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
210+ 3.6% |
$9.14K - $9.87K
|
6.05K
$304K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
207+ 243.53% |
$9.01K - $9.73K
|
292
$14.7K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
131New |
$5.7K - $6.16K
|
131
$6.59K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
77+ 1.6% |
$3.35K - $3.62K
|
4.88K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58New |
$2.52K - $2.73K
|
58
$2.92K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
41+ 0.02% |
$1.78K - $1.93K
|
239K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.68% |
$522 - $564
|
1.78K
$89.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 0.13% |
$696 - $752
|
12.7K
$636K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-50- 0.5% |
$2.18K - $2.35K
|
10K
$504K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145- 4.35% |
$6.31K - $6.82K
|
3.19K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-242- 45.32% |
$10.5K - $11.4K
|
292
$14.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-242- 45.32% |
$10.5K - $11.4K
|
292
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-289- 1.42% |
$12.6K - $13.6K
|
20.1K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-304- 0.26% |
$13.2K - $14.3K
|
118K
$5.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-310- 4.1% |
$13.5K - $14.6K
|
7.26K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-502- 4.11% |
$21.8K - $23.6K
|
11.7K
$588K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-617- 7.9% |
$26.8K - $29K
|
7.19K
$362K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-700- 33.33% |
$30.5K - $32.9K
|
1.4K
$70.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-844- 2.15% |
$36.7K - $39.7K
|
38.4K
$1.93M
|