Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-203K- 86.04% |
N/A
|
33K
$0
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-34.2K- 7.18% |
N/A
|
441K
$0
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.9K- 92.06% |
N/A
|
2.32K
$0
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.37KClosed |
N/A
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.23K- 97.41% |
N/A
|
86
$0
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.59K- 18.65% |
N/A
|
11.3K
$0
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.78K- 6.67% |
N/A
|
24.9K
$0
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.46K- 21.71% |
N/A
|
5.25K
$0
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.31K- 12.2% |
N/A
|
9.44K
$0
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.22K- 16.76% |
N/A
|
6.08K
$0
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-690- 8.76% |
N/A
|
7.19K
$0
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-296- 1.22% |
N/A
|
23.9K
$0
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-293- 11.83% |
N/A
|
2.18K
$0
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-230- 1.85% |
N/A
|
12.2K
$0
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-191- 1.6% |
N/A
|
11.8K
$0
|
|
Q4 2023 | |||||||
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.38K- 6.31% |
N/A
|
110K
$0
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 1.93% |
N/A
|
89.7K
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 11.03% |
N/A
|
12.6K
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-928- 2.99% |
N/A
|
30.1K
$0
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-430- 1.55% |
N/A
|
27.4K
$0
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-390- 20.63% |
N/A
|
1.5K
$0
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 3.75% |
N/A
|
1.41K
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.49K- 4.04% |
N/A
|
107K
$0
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.01K- 37.83% |
N/A
|
6.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-750- 61.22% |
N/A
|
475
$0
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-495- 5.35% |
N/A
|
8.75K
$0
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-12.7K- 54.92% |
N/A
|
10.4K
$0
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 1.58% |
N/A
|
1.87K
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-14.5K- 28.13% |
N/A
|
37.1K
$0
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.37K- 16.52% |
N/A
|
6.92K
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 9.09% |
N/A
|
1K
$0
|
|
Q2 2022 | |||||||
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.03KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-193Closed |
N/A
|
0
$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 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-52.7KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-314Closed |
N/A
|
0
$0
|