Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
154+ 0.55% |
$7.71K - $8.06K
|
28.3K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
84+ 0.82% |
$4.21K - $4.4K
|
10.3K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
57+ 1.9% |
$2.85K - $2.98K
|
3.05K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53+ 1.24% |
$2.65K - $2.77K
|
4.34K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43+ 0.23% |
$2.15K - $2.25K
|
18.5K
$971K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
34+ 0.47% |
$1.7K - $1.78K
|
7.33K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 0.07% |
$300 - $314
|
8.14K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12- 0.05% |
$601 - $628
|
23.8K
$1.25M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.15% |
$801 - $838
|
10.5K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-22- 0.38% |
$1.1K - $1.15K
|
5.76K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-39- 0.43% |
$1.95K - $2.04K
|
9K
$472K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.62% |
$2.7K - $2.83K
|
8.61K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-59- 0.75% |
$2.95K - $3.09K
|
7.81K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-80- 0.81% |
$4.01K - $4.19K
|
9.82K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 7.14% |
$5.01K - $5.24K
|
1.3K
$68.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-112- 1.14% |
$5.61K - $5.86K
|
9.75K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-184- 2.48% |
$9.21K - $9.63K
|
7.23K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 2.52% |
$10K - $10.5K
|
7.74K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-275- 3.64% |
$13.8K - $14.4K
|
7.28K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-303- 3.6% |
$15.2K - $15.9K
|
8.11K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-355- 0.9% |
$17.8K - $18.6K
|
39.3K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-387- 2.6% |
$19.4K - $20.3K
|
14.5K
$760K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-600- 0.9% |
$30K - $31.4K
|
66.3K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-747- 2.16% |
$37.4K - $39.1K
|
33.8K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-924- 7.88% |
$46.3K - $48.4K
|
10.8K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.05K- 5.69% |
$52.7K - $55.1K
|
17.5K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 4.55% |
$64.1K - $67.1K
|
26.9K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.28K- 3.36% |
$64.2K - $67.1K
|
36.9K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 3.92% |
$66.5K - $69.5K
|
32.5K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.49K- 3.24% |
$74.6K - $77.9K
|
44.4K
$2.33M
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.56K- 4.64% |
$78.3K - $81.9K
|
32.1K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.91K- 8.91% |
$95.4K - $99.7K
|
19.5K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.13K- 3.63% |
$107K - $112K
|
56.6K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.26K- 94.09% |
$113K - $118K
|
142
$7.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-2.37K- 0.98% |
$118K - $124K
|
240K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.77K- 97.26% |
$139K - $145K
|
78
$4.09K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.84K- 1.48% |
$142K - $149K
|
190K
$9.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.04K- 22.89% |
$152K - $159K
|
10.3K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.38K- 6.39% |
$169K - $177K
|
49.5K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.42K- 3.3% |
$171K - $179K
|
100K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.84K- 23.67% |
$192K - $201K
|
12.4K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 77.69% |
$200K - $209K
|
1.15K
$60.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 2.86% |
$210K - $220K
|
143K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.3K- 4.77% |
$215K - $225K
|
85.9K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.92K- 51.47% |
$246K - $257K
|
4.64K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.21K- 6.46% |
$261K - $273K
|
75.5K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.21K- 6.45% |
$261K - $273K
|
75.5K
$3.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.76K- 99.91% |
$288K - $302K
|
5
$262
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 4.09% |
$294K - $307K
|
137K
$7.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.29K- 18.86% |
$365K - $381K
|
31.4K
$1.64M
|