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 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.2K- 1.22% |
$193K - $226K
|
340K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.97K- 16.42% |
$229K - $267K
|
25.3K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.34K- 13.68% |
$246K - $287K
|
33.7K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.46K- 2.56% |
$297K - $347K
|
245K
$13.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.5K- 48.55% |
$391K - $456K
|
9K
$502K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.2K- 64.58% |
$424K - $494K
|
5.05K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.46K- 34.3% |
$435K - $508K
|
18.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.6K- 13.2% |
$536K - $625K
|
76.6K
$4.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.2K- 71.44% |
$654K - $762K
|
5.68K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.3K- 21.8% |
$1.49M - $1.73M
|
116K
$6.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-93K- 79.4% |
$4.28M - $4.99M
|
24.1K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-154K- 48.58% |
$7.1M - $8.28M
|
163K
$9.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-282K- 51.48% |
$13M - $15.1M
|
265K
$14.8M
|