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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-950- 11.53% |
$41.3K - $44.7K
|
7.29K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 25.96% |
$44.2K - $47.8K
|
2.9K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.12K- 88.34% |
$48.8K - $52.7K
|
148
$7.44K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.32K- 9.6% |
$57.2K - $61.8K
|
12.4K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 8.82% |
$60.6K - $65.5K
|
14.4K
$724K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.42K- 3.47% |
$61.6K - $66.5K
|
39.4K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.43K- 9.21% |
$62K - $67K
|
14K
$706K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 7.36% |
$63.6K - $68.7K
|
18.4K
$925K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 4.26% |
$72K - $77.8K
|
37.2K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 1.32% |
$80.1K - $86.6K
|
138K
$6.93M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.86K- 7.79% |
$80.8K - $87.3K
|
22K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.95K- 15.44% |
$85K - $91.9K
|
10.7K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.97K- 24.13% |
$85.7K - $92.6K
|
6.19K
$311K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 15.47% |
$92.9K - $100K
|
11.7K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.31K- 23.84% |
$100K - $108K
|
7.36K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.9KClosed |
$126K - $136K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.48K- 17.36% |
$151K - $164K
|
16.6K
$833K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.01K- 10.1% |
$175K - $189K
|
35.7K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.03K- 38.9% |
$219K - $236K
|
7.89K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.73K- 55.74% |
$249K - $270K
|
4.55K
$229K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.03K- 21.01% |
$263K - $284K
|
22.7K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.09K- 22.87% |
$265K - $286K
|
20.5K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.14K- 11.9% |
$267K - $289K
|
45.5K
$2.29M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.2K- 7.16% |
$530K - $573K
|
158K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.6K- 77.64% |
$720K - $778K
|
4.77K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-19.8K- 14.47% |
$863K - $932K
|
117K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.9K- 24.14% |
$868K - $937K
|
62.7K
$3.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.2K- 23.83% |
$1.14M - $1.23M
|
83.9K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.9K- 11.4% |
$1.17M - $1.27M
|
209K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-28.3K- 44.1% |
$1.23M - $1.33M
|
35.9K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.3K- 5.61% |
$1.32M - $1.43M
|
511K
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.8K- 35.39% |
$1.47M - $1.59M
|
61.6K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-35.3K- 22.25% |
$1.54M - $1.66M
|
123K
$6.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-40K- 34.81% |
$1.74M - $1.88M
|
74.8K
$3.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.5K- 27.77% |
$2.33M - $2.52M
|
139K
$7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-98.3K- 29.94% |
$4.28M - $4.62M
|
230K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-163K- 62.51% |
$7.07M - $7.64M
|
97.5K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191K- 42.45% |
$8.33M - $9M
|
259K
$13M
|