Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
128K+ 1572.08% |
N/A
|
137K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
117KNew |
N/A
|
117K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34K+ 44.64% |
N/A
|
110K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.2KNew |
N/A
|
28.2K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.2KNew |
N/A
|
16.2K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.93KNew |
N/A
|
8.93K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.03KNew |
N/A
|
4.03K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.83K+ 34.07% |
N/A
|
11.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.47K+ 2.6% |
N/A
|
97.3K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.35K+ 7.38% |
N/A
|
19.7K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
731+ 1.12% |
N/A
|
65.9K
$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
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.05% |
N/A
|
91.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-59- 0.23% |
N/A
|
25.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-123- 0.26% |
N/A
|
47.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-167- 1.38% |
N/A
|
12K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-335- 5.51% |
N/A
|
5.75K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-338- 1.89% |
N/A
|
17.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-384- 2.33% |
N/A
|
16.1K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-440- 1.71% |
N/A
|
25.3K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-495- 5.35% |
N/A
|
8.75K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-750- 61.22% |
N/A
|
475
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-800- 10.77% |
N/A
|
6.63K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-880- 7.66% |
N/A
|
10.6K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-980- 10.45% |
N/A
|
8.4K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.51K- 4.65% |
N/A
|
31K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.64K- 3.89% |
N/A
|
40.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.05K- 6.56% |
N/A
|
43.4K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.56K- 20.03% |
N/A
|
14.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.61K- 2.2% |
N/A
|
160K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.73K- 13.4% |
N/A
|
24.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.74K- 6.39% |
N/A
|
54.8K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.01K- 37.83% |
N/A
|
6.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.08K- 2.55% |
N/A
|
156K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.49K- 4.04% |
N/A
|
107K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.09K- 36.06% |
N/A
|
9.03K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.51K- 1.23% |
N/A
|
442K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.22K- 13.52% |
N/A
|
46.2K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.04K- 22.01% |
N/A
|
32K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.34K- 32.79% |
N/A
|
19.1K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 9.99% |
N/A
|
98.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 25.49% |
N/A
|
42K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.7K- 2.09% |
N/A
|
688K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 66.82% |
N/A
|
7.29K
$0
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-20.2K- 33.43% |
N/A
|
40.2K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.8K- 25.85% |
N/A
|
106K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.4K- 60.43% |
N/A
|
33.6K
$0
|