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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-491- 1.83% |
N/A
|
26.3K
$0
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.18K+ 2.6% |
N/A
|
244K
$0
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-92- 79.31% |
N/A
|
24
$0
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
60+ 0.58% |
N/A
|
10.3K
$0
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-735- 1.45% |
N/A
|
49.9K
$0
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-900- 1.83% |
N/A
|
48.3K
$0
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-808- 4.83% |
N/A
|
15.9K
$0
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-10.5K- 11.67% |
N/A
|
79.1K
$0
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
364+ 3.25% |
N/A
|
11.6K
$0
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
828+ 0.53% |
N/A
|
156K
$0
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.59% |
N/A
|
8.72K
$0
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-265- 2.73% |
N/A
|
9.43K
$0
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.82KNew |
N/A
|
4.82K
$0
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.07K+ 9.3% |
N/A
|
59.6K
$0
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
111K+ 58.82% |
N/A
|
299K
$0
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 0.36% |
N/A
|
26.1K
$0
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 14.4% |
N/A
|
7.21K
$0
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 50.0% |
N/A
|
1.08K
$0
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
38K+ 404.4% |
N/A
|
47.5K
$0
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.65K+ 46.06% |
N/A
|
8.39K
$0
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
12.7K+ 130.98% |
N/A
|
22.4K
$0
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.05K- 37.89% |
N/A
|
5.01K
$0
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
372+ 0.78% |
N/A
|
48.3K
$0
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
17.8K+ 10.27% |
N/A
|
191K
$0
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.49KNew |
N/A
|
5.49K
$0
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.41K- 15.35% |
N/A
|
7.75K
$0
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-112K- 93.27% |
N/A
|
8.04K
$0
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-76- 0.14% |
N/A
|
52.8K
$0
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.74K+ 14.79% |
N/A
|
21.3K
$0
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.72K+ 153.8% |
N/A
|
12.7K
$0
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.56K+ 6.48% |
N/A
|
75K
$0
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.22KNew |
N/A
|
5.22K
$0
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.01K+ 212.35% |
N/A
|
4.43K
$0
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$0
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-450- 6.83% |
N/A
|
6.14K
$0
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.44K+ 15.28% |
N/A
|
26K
$0
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41K+ 63.11% |
N/A
|
106K
$0
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 177.05% |
N/A
|
33.1K
$0
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-323- 17.53% |
N/A
|
1.52K
$0
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
276New |
N/A
|
276
$0
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.25KNew |
N/A
|
6.25K
$0
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.49K+ 55.48% |
N/A
|
18.2K
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
123K+ 1429.45% |
N/A
|
132K
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.8KClosed |
N/A
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
8.35K+ 10.16% |
N/A
|
90.6K
$0
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18.4K+ 149.06% |
N/A
|
30.8K
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.98KNew |
N/A
|
5.98K
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.7K+ 24.97% |
N/A
|
199K
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
692New |
N/A
|
692
$0
|