Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
368+ 4.98% |
$16.9K - $19.8K
|
7.76K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
295+ 1.09% |
$13.6K - $15.8K
|
27.3K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
210+ 3.17% |
$9.67K - $11.3K
|
6.84K
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
206+ 2.61% |
$9.48K - $11.1K
|
8.09K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
166+ 3.81% |
$7.64K - $8.91K
|
4.52K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
162+ 0.49% |
$7.46K - $8.69K
|
33.2K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96New |
$4.42K - $5.15K
|
96
$5.36K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 1.22% |
$2.76K - $3.22K
|
4.97K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55+ 0.18% |
$2.53K - $2.95K
|
30.3K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-40- 0.89% |
$1.84K - $2.15K
|
4.44K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-44- 0.45% |
$2.03K - $2.36K
|
9.68K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.41% |
$2.3K - $2.68K
|
12.2K
$683K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59- 42.14% |
$2.72K - $3.17K
|
81
$4.52K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-100- 1.65% |
$4.6K - $5.37K
|
5.97K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.29% |
$4.97K - $5.8K
|
8.26K
$461K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-136- 3.02% |
$6.26K - $7.3K
|
4.37K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-171- 0.86% |
$7.87K - $9.18K
|
19.7K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-175- 0.15% |
$8.06K - $9.39K
|
114K
$6.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 16.15% |
$9.67K - $11.3K
|
1.09K
$60.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-251- 0.69% |
$11.6K - $13.5K
|
36.2K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-283- 3.99% |
$13K - $15.2K
|
6.81K
$380K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-300- 7.01% |
$13.8K - $16.1K
|
3.98K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-308- 2.8% |
$14.2K - $16.5K
|
10.7K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-317- 10.95% |
$14.6K - $17K
|
2.58K
$144K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-353- 7.04% |
$16.3K - $18.9K
|
4.66K
$260K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-762- 10.39% |
$35.1K - $40.9K
|
6.57K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-847- 5.15% |
$39K - $45.5K
|
15.6K
$870K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-852- 9.68% |
$39.2K - $45.7K
|
7.95K
$444K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-901- 34.83% |
$41.5K - $48.4K
|
1.69K
$94.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-987- 10.32% |
$45.4K - $53K
|
8.58K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.16K- 9.44% |
$53.3K - $62.1K
|
11.1K
$619K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.31K- 1.92% |
$60.5K - $70.5K
|
67K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 12.78% |
$63.7K - $74.3K
|
9.44K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.68K- 1.7% |
$77.1K - $89.9K
|
96.6K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.86K- 2.82% |
$85.6K - $99.8K
|
64.2K
$3.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.87K- 5.02% |
$86.1K - $100K
|
35.4K
$1.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2K- 29.39% |
$92.1K - $107K
|
4.81K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.18K- 34.69% |
$100K - $117K
|
4.11K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.22K- 29.0% |
$102K - $119K
|
5.44K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.23K- 3.72% |
$102K - $119K
|
57.7K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.25K- 10.57% |
$103K - $121K
|
19K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.36K- 10.24% |
$108K - $126K
|
20.7K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.36K- 32.96% |
$109K - $127K
|
4.81K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.48K- 35.56% |
$114K - $133K
|
4.49K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.82K- 4.23% |
$130K - $151K
|
63.7K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 2.05% |
$131K - $153K
|
136K
$7.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 3.85% |
$132K - $154K
|
71.9K
$4.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.88K- 3.85% |
$132K - $154K
|
71.9K
$4.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.93K- 5.86% |
$135K - $157K
|
47.1K
$2.63M
|