Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 3.08% |
$49.7K - $55.8K
|
39.7K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.28K- 9.5% |
$50.4K - $56.6K
|
12.2K
$630K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.4K- 1.21% |
$55.3K - $62K
|
115K
$5.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.42K- 14.86% |
$56.1K - $62.9K
|
8.16K
$422K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.66K- 3.67% |
$65.2K - $73.1K
|
43.5K
$2.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.77K- 1.47% |
$69.8K - $78.2K
|
119K
$6.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 12.55% |
$87.4K - $98K
|
15.5K
$799K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.35K- 5.71% |
$92.8K - $104K
|
38.9K
$2.01M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.51K- 20.61% |
$99.1K - $111K
|
9.68K
$500K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.96K- 2.37% |
$117K - $131K
|
122K
$6.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.01K- 11.11% |
$119K - $133K
|
24.1K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.03K- 22.78% |
$120K - $134K
|
10.3K
$531K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.11K- 11.52% |
$122K - $137K
|
23.8K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.3K- 20.95% |
$130K - $146K
|
12.5K
$643K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.4K- 1.73% |
$134K - $150K
|
193K
$9.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.7K- 3.74% |
$146K - $164K
|
95.4K
$4.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.83K- 1.58% |
$151K - $169K
|
239K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.79K- 6.55% |
$228K - $256K
|
82.6K
$4.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.86K- 8.37% |
$231K - $259K
|
64.1K
$3.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.99K- 5.96% |
$275K - $309K
|
110K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.1K- 49.69% |
$280K - $314K
|
7.19K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-8.04K- 54.69% |
$317K - $355K
|
6.66K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.44K- 29.3% |
$333K - $373K
|
20.4K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-9.53K- 6.5% |
$376K - $421K
|
137K
$7.08M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.1K- 93.26% |
$439K - $492K
|
804
$41.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.8K- 8.01% |
$584K - $655K
|
170K
$8.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32K- 61.5% |
$1.26M - $1.41M
|
20K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.4K- 11.97% |
$1.39M - $1.56M
|
260K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.7K- 98.15% |
$1.68M - $1.89M
|
804
$41.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-65.8K- 75.52% |
$2.59M - $2.91M
|
21.3K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 31.49% |
$4.29M - $4.81M
|
237K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-130K- 19.38% |
$5.13M - $5.75M
|
541K
$28M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-258K- 36.38% |
$10.2M - $11.4M
|
451K
$23.3M
|