Latest Institutional Purchases of First Exc Trd Viii Cboe Vest U (FJAN)
This list provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (FJAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63KNew |
N/A
|
7.63K
$0
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.24K+ 51.07% |
N/A
|
21.4K
$0
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.69K+ 22.77% |
N/A
|
36.1K
$0
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6.57KNew |
N/A
|
6.57K
$0
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
6.17KNew |
N/A
|
6.17K
$0
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
6.15KNew |
N/A
|
6.15K
$0
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.68KNew |
N/A
|
5.68K
$0
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.47K+ 66.59% |
N/A
|
13.7K
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.18K+ 11.06% |
N/A
|
52K
$0
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$0
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.9KNew |
N/A
|
4.9K
$0
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.77KNew |
N/A
|
4.77K
$0
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.59K+ 124.82% |
N/A
|
6.47K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.59K+ 34.45% |
N/A
|
14K
$0
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.46K+ 478.18% |
N/A
|
4.19K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$0
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.44K+ 44.57% |
N/A
|
7.91K
$0
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2K+ 21.23% |
N/A
|
11.4K
$0
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.96K+ 37.72% |
N/A
|
7.15K
$0
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$0
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$0
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
953+ 4.63% |
N/A
|
21.6K
$0
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
557+ 1.31% |
N/A
|
43K
$0
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
500+ 4.37% |
N/A
|
11.9K
$0
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
317+ 1.33% |
N/A
|
24.1K
$0
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
289New |
N/A
|
289
$0
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.33KNew |
N/A
|
7.33K
$0
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.08K+ 4095.97% |
N/A
|
5.2K
$0
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
810New |
N/A
|
810
$0
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
766New |
N/A
|
766
$0
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
700New |
N/A
|
700
$0
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
425New |
N/A
|
425
$0
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
330New |
N/A
|
330
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.93KNew |
N/A
|
8.93K
$0
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
557+ 4.7% |
N/A
|
12.4K
$0
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25New |
N/A
|
25
$0
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
74.8KNew |
N/A
|
74.8K
$0
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.35KNew |
N/A
|
2.35K
$0
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
283New |
N/A
|
283
$0
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
204+ 1.57% |
N/A
|
13.2K
$0
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
20.6KNew |
N/A
|
20.6K
$0
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.33KNew |
N/A
|
7.33K
$0
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
5.85KNew |
N/A
|
5.85K
$0
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$0
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|