Latest Institutional Transactions on First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (FJUN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 264.53% |
$7.09M - $7.66M
|
225K
$10.9M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.64K+ 3.34% |
$202K - $218K
|
143K
$6.94M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.51K+ 25.96% |
$109K - $118K
|
12.2K
$590K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118K+ 246475.0% |
$5.15M - $5.56M
|
118K
$5.73M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-242- 45.32% |
$10.5K - $11.4K
|
292
$14.1K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.31K- 23.84% |
$100K - $108K
|
7.36K
$356K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-19.8K- 14.47% |
$863K - $932K
|
117K
$5.67M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.6K- 77.64% |
$720K - $778K
|
4.77K
$231K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 1.32% |
$80.1K - $86.6K
|
138K
$6.67M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 37.62% |
$1.25M - $1.35M
|
105K
$5.1M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 8.82% |
$60.6K - $65.5K
|
14.4K
$697K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.9KClosed |
$126K - $136K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
457New |
$19.9K - $21.5K
|
457
$22.1K
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.9K+ 7.88% |
$82.7K - $89.3K
|
26K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.3K+ 42.53% |
$230K - $249K
|
17.8K
$859K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$720K - $778K
|
16.5K
$801K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.9K- 24.14% |
$868K - $937K
|
62.7K
$3.03M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.5K+ 481.46% |
$1.98M - $2.14M
|
55K
$2.66M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-163K- 62.51% |
$7.07M - $7.64M
|
97.5K
$4.72M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.53K+ 63.04% |
$197K - $213K
|
11.7K
$568K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.03K- 21.01% |
$263K - $284K
|
22.7K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 5.71% |
$187K - $202K
|
79.6K
$3.85M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-35.3K- 22.25% |
$1.54M - $1.66M
|
123K
$5.97M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-289- 1.42% |
$12.6K - $13.6K
|
20.1K
$972K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.97K- 24.13% |
$85.7K - $92.6K
|
6.19K
$300K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.73K- 55.74% |
$249K - $270K
|
4.55K
$220K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.68% |
$695K - $751K
|
83.4K
$4.04M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.61K+ 291.4% |
$200K - $217K
|
6.19K
$299K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.14K+ 0.9% |
$93K - $100K
|
239K
$11.6M
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.53KNew |
$197K - $213K
|
4.53K
$219K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.86KNew |
$342K - $370K
|
7.86K
$381K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1KNew |
$43.5K - $47K
|
1K
$48.4K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612New |
$26.6K - $28.8K
|
612
$29.6K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.48KNew |
$282K - $305K
|
6.48K
$314K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.8K+ 1959.58% |
$686K - $741K
|
16.6K
$801K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.68% |
$522 - $564
|
1.78K
$86K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.03K- 38.9% |
$219K - $236K
|
7.89K
$382K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-502- 4.11% |
$21.8K - $23.6K
|
11.7K
$566K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191K- 42.45% |
$8.33M - $9M
|
259K
$12.6M
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.43K- 9.21% |
$62K - $67K
|
14K
$680K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.01K- 10.1% |
$175K - $189K
|
35.7K
$1.73M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.9K- 11.4% |
$1.17M - $1.27M
|
209K
$10.1M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-50- 0.5% |
$2.18K - $2.35K
|
10K
$485K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58New |
$2.52K - $2.73K
|
58
$2.81K
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.09K- 22.87% |
$265K - $286K
|
20.5K
$993K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 4.26% |
$72K - $77.8K
|
37.2K
$1.8M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.29KNew |
$187K - $202K
|
4.29K
$207K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.8KNew |
$1.3M - $1.4M
|
29.8K
$1.44M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
77+ 1.6% |
$3.35K - $3.62K
|
4.88K
$236K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.12K- 88.34% |
$48.8K - $52.7K
|
148
$7.16K
|