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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.09K+ 8.3% |
$205K - $214K
|
53.3K
$2.67M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.15% |
$801 - $838
|
10.5K
$527K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
493New |
$24.7K - $25.8K
|
493
$24.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-35K- 34.14% |
$1.75M - $1.83M
|
67.5K
$3.38M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
60.9KNew |
$3.05M - $3.19M
|
60.9K
$3.05M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-314K- 98.05% |
$15.7M - $16.4M
|
6.23K
$312K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.62% |
$2.7K - $2.83K
|
8.61K
$431K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-112- 1.14% |
$5.61K - $5.86K
|
9.75K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.02KNew |
$301K - $315K
|
6.02K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-19.7K- 75.59% |
$989K - $1.03M
|
6.38K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 12.94% |
$59.2K - $61.9K
|
10.3K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.94K+ 19.81% |
$197K - $206K
|
23.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-303- 3.6% |
$15.2K - $15.9K
|
8.11K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.44K- 49.92% |
$473K - $494K
|
9.47K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.42K- 3.3% |
$171K - $179K
|
100K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210+ 2.78% |
$10.5K - $11K
|
7.77K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116KNew |
$5.82M - $6.08M
|
116K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.38K- 6.39% |
$169K - $177K
|
49.5K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
57+ 1.9% |
$2.85K - $2.98K
|
3.05K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
19KNew |
$951K - $994K
|
19K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53+ 1.24% |
$2.65K - $2.77K
|
4.34K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.38K+ 22.11% |
$169K - $177K
|
18.7K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.84K- 23.67% |
$192K - $201K
|
12.4K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.21K- 6.45% |
$261K - $273K
|
75.5K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-184- 2.48% |
$9.21K - $9.63K
|
7.23K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
84+ 0.82% |
$4.21K - $4.4K
|
10.3K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.27K+ 44.66% |
$114K - $119K
|
7.36K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.77K- 97.26% |
$139K - $145K
|
78
$3.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-747- 2.16% |
$37.4K - $39.1K
|
33.8K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.9K+ 19.42% |
$446K - $466K
|
54.8K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.7KNew |
$1.24M - $1.29M
|
24.7K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43+ 0.23% |
$2.15K - $2.25K
|
18.5K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-924- 7.88% |
$46.3K - $48.4K
|
10.8K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-38.4K- 25.12% |
$1.92M - $2.01M
|
115K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 2.86% |
$210K - $220K
|
143K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.06K+ 10.28% |
$153K - $160K
|
32.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.91K- 8.91% |
$95.4K - $99.7K
|
19.5K
$976K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.76K+ 6.52% |
$88.3K - $92.3K
|
28.8K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.3K- 4.77% |
$215K - $225K
|
85.9K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.5K- 6.84% |
$1.07M - $1.12M
|
292K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 77.69% |
$200K - $209K
|
1.15K
$57.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.26K- 94.09% |
$113K - $118K
|
142
$7.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.8K- 99.25% |
$593K - $620K
|
90
$4.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.52KNew |
$226K - $237K
|
4.52K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$213K - $222K
|
4.25K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
296+ 5.16% |
$14.8K - $15.5K
|
6.04K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
83K+ 22.27% |
$4.16M - $4.35M
|
456K
$22.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.6KNew |
$80.1K - $83.8K
|
1.6K
$80.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
10.5KNew |
$527K - $551K
|
10.5K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.99K+ 2.3% |
$200K - $209K
|
178K
$8.9M
|