Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
115K+ 1600.99% |
N/A
|
122K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
79.5KNew |
N/A
|
79.5K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
45K+ 197.88% |
N/A
|
67.8K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.5KNew |
N/A
|
35.5K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31.2K+ 386.86% |
N/A
|
39.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1K+ 85.48% |
N/A
|
28.3K
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.89KNew |
N/A
|
7.89K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.25KNew |
N/A
|
7.25K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.16K+ 6.77% |
N/A
|
113K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.26K+ 6.93% |
N/A
|
96.6K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.6KNew |
N/A
|
4.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.8K+ 3.45% |
N/A
|
114K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.4KNew |
N/A
|
3.4K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.67K+ 1.44% |
N/A
|
118K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02K+ 10.93% |
N/A
|
10.4K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
990New |
N/A
|
990
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
876+ 21.39% |
N/A
|
4.97K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
809+ 11.63% |
N/A
|
7.76K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
632+ 6.76% |
N/A
|
9.98K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
585New |
N/A
|
585
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
207+ 304.41% |
N/A
|
275
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
161+ 0.33% |
N/A
|
49.5K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.23% |
N/A
|
5.74K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.26% |
N/A
|
9.65K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-33- 0.28% |
N/A
|
11.8K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-52- 0.85% |
N/A
|
6.06K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72- 0.31% |
N/A
|
23.1K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-88- 0.75% |
N/A
|
11.7K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-99- 1.83% |
N/A
|
5.32K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 7.41% |
N/A
|
1.25K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-112- 1.14% |
N/A
|
9.73K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-122- 0.49% |
N/A
|
24.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-131- 1.01% |
N/A
|
12.8K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-147- 2.16% |
N/A
|
6.67K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-168- 1.61% |
N/A
|
10.3K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-169- 2.61% |
N/A
|
6.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-220- 9.72% |
N/A
|
2.04K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-255- 1.86% |
N/A
|
13.4K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-275- 3.85% |
N/A
|
6.87K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-332- 7.93% |
N/A
|
3.85K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-387- 1.64% |
N/A
|
23.2K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-402- 25.54% |
N/A
|
1.17K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-565- 2.43% |
N/A
|
22.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-670- 2.15% |
N/A
|
30.5K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-753- 6.6% |
N/A
|
10.7K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-800- 3.21% |
N/A
|
24.1K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-822- 0.54% |
N/A
|
151K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-862- 9.73% |
N/A
|
7.99K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.07K- 3.01% |
N/A
|
34.4K
$0
|