Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-97- 0.99% |
$4.79K - $5.15K
|
9.73K
$510K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-150- 0.13% |
$7.4K - $7.96K
|
114K
$5.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-153- 1.37% |
$7.55K - $8.12K
|
11K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-155- 2.49% |
$7.65K - $8.23K
|
6.07K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-155- 0.65% |
$7.65K - $8.23K
|
23.6K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-215- 1.93% |
$10.6K - $11.4K
|
10.9K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-242- 3.8% |
$11.9K - $12.8K
|
6.13K
$322K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-245- 0.37% |
$12.1K - $13K
|
66K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-248- 2.88% |
$12.2K - $13.2K
|
8.36K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-250- 6.25% |
$12.3K - $13.3K
|
3.75K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-261- 3.61% |
$12.9K - $13.9K
|
6.97K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-325- 3.99% |
$16K - $17.3K
|
7.81K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-338- 2.33% |
$16.7K - $17.9K
|
14.2K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-362- 4.66% |
$17.9K - $19.2K
|
7.4K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-437- 1.18% |
$21.6K - $23.2K
|
36.5K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-562- 5.34% |
$27.7K - $29.8K
|
9.96K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-669- 1.68% |
$33K - $35.5K
|
39.1K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-724- 0.96% |
$35.7K - $38.4K
|
74.8K
$3.92M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-724- 2.23% |
$35.7K - $38.4K
|
31.8K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-724- 0.96% |
$35.7K - $38.4K
|
74.7K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-746- 2.38% |
$36.8K - $39.6K
|
30.6K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-811- 3.4% |
$40K - $43K
|
23K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-826- 2.44% |
$40.8K - $43.8K
|
33K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-829- 16.16% |
$40.9K - $44K
|
4.3K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-936- 0.55% |
$46.2K - $49.7K
|
170K
$8.91M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-963- 1.43% |
$47.5K - $51.1K
|
66.6K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-997- 1.64% |
$49.2K - $52.9K
|
59.9K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.01K- 12.87% |
$49.6K - $53.3K
|
6.81K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.12K- 12.46% |
$55.4K - $59.6K
|
7.88K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 3.27% |
$63.3K - $68.1K
|
38K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.28K- 22.28% |
$63.4K - $68.2K
|
4.48K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.6K- 19.71% |
$78.9K - $84.9K
|
6.51K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 17.36% |
$83.6K - $89.9K
|
8.06K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.7K- 8.84% |
$83.8K - $90.1K
|
17.5K
$918K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.97K- 3.59% |
$97K - $104K
|
52.8K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2K- 18.51% |
$98.7K - $106K
|
8.8K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 2.03% |
$100K - $108K
|
98.3K
$5.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.43K- 30.98% |
$120K - $129K
|
5.42K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.51K- 7.65% |
$124K - $133K
|
30.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.91K- 95.41% |
$144K - $155K
|
140
$7.34K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.14K- 9.78% |
$155K - $167K
|
29K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 2.89% |
$203K - $219K
|
139K
$7.28M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.26K- 23.02% |
$210K - $226K
|
14.2K
$747K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.65K- 2.45% |
$230K - $247K
|
185K
$9.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.78K- 15.23% |
$236K - $254K
|
26.6K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.9K- 25.8% |
$242K - $260K
|
14.1K
$739K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5K- 2.82% |
$247K - $266K
|
173K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.27K- 42.62% |
$260K - $280K
|
7.1K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.36K- 4.69% |
$265K - $285K
|
109K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.49K- 11.48% |
$321K - $345K
|
50.1K
$2.63M
|