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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
320New |
N/A
|
320
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
N/A
|
95
$0
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.8KNew |
N/A
|
8.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$0
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
390+ 3.36% |
N/A
|
12K
$0
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.38K+ 14.81% |
N/A
|
10.7K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
511+ 4.54% |
N/A
|
11.8K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78New |
N/A
|
78
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.9KNew |
N/A
|
20.9K
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
820New |
N/A
|
820
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.88K+ 42.91% |
N/A
|
22.9K
$0
|
|