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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
330New |
N/A
|
330
$0
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 1.93% |
N/A
|
89.7K
$0
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
810New |
N/A
|
810
$0
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.08K+ 4095.97% |
N/A
|
5.2K
$0
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-430- 1.55% |
N/A
|
27.4K
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 11.03% |
N/A
|
12.6K
$0
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.38K- 6.31% |
N/A
|
110K
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
557+ 4.7% |
N/A
|
12.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.93KNew |
N/A
|
8.93K
$0
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.49K- 4.04% |
N/A
|
107K
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-750- 61.22% |
N/A
|
475
$0
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25New |
N/A
|
25
$0
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-495- 5.35% |
N/A
|
8.75K
$0
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.01K- 37.83% |
N/A
|
6.6K
$0
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.35KNew |
N/A
|
2.35K
$0
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-12.7K- 54.92% |
N/A
|
10.4K
$0
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
204+ 1.57% |
N/A
|
13.2K
$0
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
283New |
N/A
|
283
$0
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 1.58% |
N/A
|
1.87K
$0
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
74.8KNew |
N/A
|
74.8K
$0
|
|
Q1 2023 | |||||||
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
N/A
|
95
$0
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.33KNew |
N/A
|
7.33K
$0
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-14.5K- 28.13% |
N/A
|
37.1K
$0
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
320New |
N/A
|
320
$0
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
20.6KNew |
N/A
|
20.6K
$0
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
5.85KNew |
N/A
|
5.85K
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 9.09% |
N/A
|
1K
$0
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$0
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.37K- 16.52% |
N/A
|
6.92K
$0
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$0
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.8KNew |
N/A
|
8.8K
$0
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
390+ 3.36% |
N/A
|
12K
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.88K+ 25.8% |
N/A
|
38.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
511+ 4.54% |
N/A
|
11.8K
$0
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.38K+ 14.81% |
N/A
|
10.7K
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78New |
N/A
|
78
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.03KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.9KNew |
N/A
|
20.9K
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
820New |
N/A
|
820
$0
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-193Closed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-46KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-314Closed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-52.7KClosed |
N/A
|
0
$0
|