Latest Institutional Transactions on First Exc Trd Viii Cboe Vest U (FJAN)
This table provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (FJAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-84.2K- 33.66% |
N/A
|
166K
$0
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.52K- 11.42% |
N/A
|
19.5K
$0
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.89KNew |
N/A
|
7.89K
$0
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.23% |
N/A
|
5.74K
$0
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
990New |
N/A
|
990
$0
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.7K- 19.37% |
N/A
|
161K
$0
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
632+ 6.76% |
N/A
|
9.98K
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205New |
N/A
|
205
$0
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-131- 1.01% |
N/A
|
12.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.2K- 43.21% |
N/A
|
27.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.59K- 31.45% |
N/A
|
14.4K
$0
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-565- 2.43% |
N/A
|
22.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-670- 2.15% |
N/A
|
30.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-112- 1.14% |
N/A
|
9.73K
$0
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.47K- 10.07% |
N/A
|
57.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.82K- 56.79% |
N/A
|
4.43K
$0
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-220- 9.72% |
N/A
|
2.04K
$0
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.48K- 4.07% |
N/A
|
34.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1K+ 85.48% |
N/A
|
28.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.8K+ 3.45% |
N/A
|
114K
$0
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18K- 37.1% |
N/A
|
30.5K
$0
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 21.83% |
N/A
|
12.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-122- 0.49% |
N/A
|
24.9K
$0
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 7.41% |
N/A
|
1.25K
$0
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 15.35% |
N/A
|
66.3K
$0
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-255- 1.86% |
N/A
|
13.4K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.4K- 6.42% |
N/A
|
604K
$0
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 53.37% |
N/A
|
9.82K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.4K- 13.54% |
N/A
|
143K
$0
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-99- 1.83% |
N/A
|
5.32K
$0
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-862- 9.73% |
N/A
|
7.99K
$0
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.25KNew |
N/A
|
7.25K
$0
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-402- 25.54% |
N/A
|
1.17K
$0
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-88- 0.75% |
N/A
|
11.7K
$0
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.5KNew |
N/A
|
35.5K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-822- 0.54% |
N/A
|
151K
$0
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 3.13% |
N/A
|
34.1K
$0
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02K+ 10.93% |
N/A
|
10.4K
$0
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 2.21% |
N/A
|
78.2K
$0
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
207+ 304.41% |
N/A
|
275
$0
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31.2K+ 386.86% |
N/A
|
39.2K
$0
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-168- 1.61% |
N/A
|
10.3K
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.3K- 24.1% |
N/A
|
215K
$0
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.17K- 4.09% |
N/A
|
50.9K
$0
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.98K- 6.98% |
N/A
|
26.3K
$0
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.6K- 5.7% |
N/A
|
43K
$0
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-275- 3.85% |
N/A
|
6.87K
$0
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
585New |
N/A
|
585
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.3K- 39.35% |
N/A
|
18.9K
$0
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-52- 0.85% |
N/A
|
6.06K
$0
|