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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
88.8KNew |
N/A
|
88.8K
$0
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.59K- 18.65% |
N/A
|
11.3K
$0
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
98.7KNew |
N/A
|
98.7K
$0
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
953+ 4.63% |
N/A
|
21.6K
$0
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-293- 11.83% |
N/A
|
2.18K
$0
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
557+ 1.31% |
N/A
|
43K
$0
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.47K+ 66.59% |
N/A
|
13.7K
$0
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
121K+ 563.15% |
N/A
|
142K
$0
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72.7K+ 339.67% |
N/A
|
94K
$0
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.31K- 12.2% |
N/A
|
9.44K
$0
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
136KNew |
N/A
|
136K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.7K+ 155.21% |
N/A
|
24.1K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.7K+ 18.72% |
N/A
|
499K
$0
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.44K+ 44.57% |
N/A
|
7.91K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.6K+ 81.86% |
N/A
|
168K
$0
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
500+ 4.37% |
N/A
|
11.9K
$0
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.22K- 16.76% |
N/A
|
6.08K
$0
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$0
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.1K+ 44.1% |
N/A
|
45.9K
$0
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
6.15KNew |
N/A
|
6.15K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
300K+ 445.12% |
N/A
|
367K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.7K+ 711.48% |
N/A
|
92.1K
$0
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
317+ 1.33% |
N/A
|
24.1K
$0
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.46K- 21.71% |
N/A
|
5.25K
$0
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
103KNew |
N/A
|
103K
$0
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
21.6K+ 2311.35% |
N/A
|
22.5K
$0
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-34.2K- 7.18% |
N/A
|
441K
$0
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36K+ 142.66% |
N/A
|
61.3K
$0
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.65K+ 23.86% |
N/A
|
50.1K
$0
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2K+ 21.23% |
N/A
|
11.4K
$0
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.78K- 6.67% |
N/A
|
24.9K
$0
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.46K+ 478.18% |
N/A
|
4.19K
$0
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.2K+ 12.2% |
N/A
|
103K
$0
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.59K+ 124.82% |
N/A
|
6.47K
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
190K+ 1625.85% |
N/A
|
202K
$0
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
766New |
N/A
|
766
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-928- 2.99% |
N/A
|
30.1K
$0
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
700New |
N/A
|
700
$0
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 3.75% |
N/A
|
1.41K
$0
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.33KNew |
N/A
|
7.33K
$0
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-390- 20.63% |
N/A
|
1.5K
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
425New |
N/A
|
425
$0
|