Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
197KNew |
$7.44M - $8.15M
|
197K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 47.8% |
$5.75M - $6.29M
|
470K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139K+ 468.1% |
$5.27M - $5.77M
|
169K
$8.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
137KNew |
$5.18M - $5.67M
|
137K
$7.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
121K+ 734.83% |
$4.56M - $5M
|
137K
$7.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
117K+ 133.14% |
$4.44M - $4.86M
|
206K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
116K+ 92.82% |
$4.38M - $4.8M
|
241K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.7K+ 987.83% |
$3.62M - $3.97M
|
105K
$5.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
93.9K+ 301.25% |
$3.55M - $3.89M
|
125K
$6.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
89.2K+ 115.21% |
$3.38M - $3.7M
|
167K
$8.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
75.4KNew |
$2.85M - $3.13M
|
75.4K
$3.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.7K+ 11.93% |
$2.6M - $2.85M
|
644K
$33.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
32.9K+ 29.5% |
$1.25M - $1.36M
|
144K
$7.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.5K+ 63.91% |
$1.19M - $1.3M
|
80.7K
$4.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31K+ 166.13% |
$1.17M - $1.29M
|
49.7K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.8K+ 65.19% |
$1.01M - $1.11M
|
67.9K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5KNew |
$928K - $1.02M
|
24.5K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$696K - $762K
|
18.4K
$949K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.4K+ 21.43% |
$658K - $720K
|
98.5K
$5.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16.1KNew |
$609K - $667K
|
16.1K
$831K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 52.87% |
$518K - $568K
|
39.6K
$2.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6KNew |
$514K - $563K
|
13.6K
$701K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.3KNew |
$503K - $551K
|
13.3K
$686K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.2K+ 53.49% |
$462K - $506K
|
35K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.2KNew |
$461K - $505K
|
12.2K
$629K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12.1KNew |
$456K - $500K
|
12.1K
$623K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.7KNew |
$442K - $484K
|
11.7K
$603K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 66.59% |
$419K - $459K
|
27.7K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.8K+ 87.84% |
$409K - $448K
|
23.1K
$1.19M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.4KNew |
$395K - $433K
|
10.4K
$539K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.72KNew |
$368K - $403K
|
9.72K
$502K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.19KNew |
$348K - $381K
|
9.19K
$474K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
9.17K+ 38.61% |
$347K - $380K
|
32.9K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.54KNew |
$323K - $354K
|
8.54K
$441K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.21KNew |
$273K - $299K
|
7.21K
$372K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7.06KNew |
$267K - $293K
|
7.06K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.88K+ 19.01% |
$260K - $285K
|
43.1K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.73KNew |
$255K - $279K
|
6.73K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6.42K+ 101.63% |
$243K - $266K
|
12.7K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
5.15KNew |
$195K - $213K
|
5.15K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.98KNew |
$189K - $206K
|
4.98K
$257K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.28K+ 38.84% |
$124K - $136K
|
11.7K
$604K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 17.92% |
$79.3K - $86.8K
|
13.8K
$712K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.03K+ 20.65% |
$76.8K - $84K
|
11.8K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 10.34% |
$54.5K - $59.7K
|
15.4K
$794K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.31K+ 5.66% |
$49.4K - $54.1K
|
24.4K
$1.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.3K+ 22.08% |
$49K - $53.7K
|
7.16K
$370K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.22K+ 10.02% |
$46.3K - $50.7K
|
13.4K
$693K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$43.5K - $47.6K
|
1.15K
$59.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11KNew |
$42K - $46K
|
1.11K
$57.3K
|