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 |
---|---|---|---|---|---|---|---|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-300- 7.01% |
$13.8K - $16.1K
|
3.98K
$221K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 1.16% |
$111K - $130K
|
211K
$11.7M
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
525+ 3.73% |
$24.2K - $28.2K
|
14.6K
$811K
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-987- 10.32% |
$45.4K - $53K
|
8.58K
$477K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59- 42.14% |
$2.72K - $3.17K
|
81
$4.5K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.48K- 35.56% |
$114K - $133K
|
4.49K
$250K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.22K- 29.0% |
$102K - $119K
|
5.44K
$302K
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.96K+ 60.72% |
$182K - $212K
|
10.5K
$582K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.5KNew |
$345K - $403K
|
7.5K
$417K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.6K- 13.2% |
$536K - $625K
|
76.6K
$4.26M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
792+ 7.02% |
$36.5K - $42.5K
|
12.1K
$672K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-171- 0.86% |
$7.87K - $9.18K
|
19.7K
$1.09M
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
38.7K+ 700.76% |
$1.78M - $2.08M
|
44.2K
$2.46M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.18K- 34.69% |
$100K - $117K
|
4.11K
$228K
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
210+ 3.17% |
$9.67K - $11.3K
|
6.84K
$380K
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.6K+ 12.5% |
$304K - $354K
|
59.4K
$3.3M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.98K+ 2.74% |
$137K - $160K
|
112K
$6.22M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.46K- 2.56% |
$297K - $347K
|
245K
$13.6M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-283- 3.99% |
$13K - $15.2K
|
6.81K
$379K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 2.05% |
$131K - $153K
|
136K
$7.55M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.69K+ 21.01% |
$77.9K - $90.9K
|
9.75K
$542K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.37K+ 126.49% |
$431K - $503K
|
16.8K
$932K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.43K+ 7.88% |
$204K - $238K
|
60.6K
$3.37M
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 16.3% |
$107K - $125K
|
16.6K
$925K
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-317- 10.95% |
$14.6K - $17K
|
2.58K
$143K
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
123KNew |
$5.66M - $6.6M
|
123K
$6.84M
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.87K+ 18.73% |
$85.9K - $100K
|
11.8K
$658K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 20.13% |
$352K - $411K
|
45.6K
$2.54M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 7.18% |
$570K - $665K
|
185K
$10.3M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-93K- 79.4% |
$4.28M - $4.99M
|
24.1K
$1.34M
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$500K - $583K
|
10.9K
$604K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-44- 0.45% |
$2.03K - $2.36K
|
9.68K
$538K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-100- 1.65% |
$4.6K - $5.37K
|
5.97K
$332K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.4KNew |
$157K - $183K
|
3.4K
$189K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$131K - $152K
|
2.84K
$158K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 3.85% |
$132K - $154K
|
71.9K
$4M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-251- 0.69% |
$11.6K - $13.5K
|
36.2K
$2.01M
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.29% |
$4.97K - $5.8K
|
8.26K
$459K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-901- 34.83% |
$41.5K - $48.4K
|
1.69K
$93.7K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 12.78% |
$63.7K - $74.3K
|
9.44K
$525K
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
166+ 3.81% |
$7.64K - $8.91K
|
4.52K
$251K
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.87K- 5.02% |
$86.1K - $100K
|
35.4K
$1.97M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 32.56% |
$477K - $556K
|
42.2K
$2.34M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-154K- 48.58% |
$7.1M - $8.28M
|
163K
$9.08M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.97K- 16.42% |
$229K - $267K
|
25.3K
$1.41M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
26.3KNew |
$1.21M - $1.41M
|
26.3K
$1.46M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-852- 9.68% |
$39.2K - $45.7K
|
7.95K
$442K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 4.95% |
$60.5K - $70.6K
|
27.9K
$1.55M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.34K+ 8.79% |
$61.9K - $72.1K
|
16.6K
$925K
|