Purchases and Sales Made in Q2 2024 in First Exc Trd Viii Cboe Vest U (FJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (FJAN) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
186K+ 198.32% |
N/A
|
281K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
80KNew |
N/A
|
80K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
36.3KNew |
N/A
|
36.3K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.5K+ 246.49% |
N/A
|
48.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.6KNew |
N/A
|
22.6K
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.1KNew |
N/A
|
22.1K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.2K+ 12.76% |
N/A
|
116K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 211.56% |
N/A
|
15.3K
$0
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.77KNew |
N/A
|
9.77K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.05KNew |
N/A
|
8.05K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.8K+ 318.33% |
N/A
|
10.2K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.12KNew |
N/A
|
7.12K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.96KNew |
N/A
|
6.96K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.77K+ 31.39% |
N/A
|
28.3K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.6KNew |
N/A
|
6.6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.42KNew |
N/A
|
5.42K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.31K+ 5.29% |
N/A
|
106K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.69KNew |
N/A
|
4.69K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.14K+ 79.57% |
N/A
|
9.34K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.1KNew |
N/A
|
4.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.26KNew |
N/A
|
2.26K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 1.01% |
N/A
|
200K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.56K+ 1.75% |
N/A
|
90.3K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.22K+ 20.14% |
N/A
|
7.3K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
814New |
N/A
|
814
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
717+ 6.7% |
N/A
|
11.4K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
687+ 2.39% |
N/A
|
29.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
620+ 12.08% |
N/A
|
5.75K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
260New |
N/A
|
260
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
250+ 3.81% |
N/A
|
6.82K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
178New |
N/A
|
178
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
68New |
N/A
|
68
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6- 0.06% |
N/A
|
9.35K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9- 0.02% |
N/A
|
49.4K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-58- 0.94% |
N/A
|
6.11K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 4.26% |
N/A
|
1.35K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80- 0.5% |
N/A
|
15.8K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82- 0.87% |
N/A
|
9.36K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-117- 1.18% |
N/A
|
9.84K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-125- 1.1% |
N/A
|
11.3K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-142- 1.19% |
N/A
|
11.8K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-158- 2.2% |
N/A
|
7.03K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-322- 0.7% |
N/A
|
45.6K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-405- 22.13% |
N/A
|
1.43K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-461- 2.15% |
N/A
|
21K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-596- 2.47% |
N/A
|
23.5K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-609- 27.9% |
N/A
|
1.57K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-637- 0.58% |
N/A
|
110K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-651- 2.72% |
N/A
|
23.3K
$0
|