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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
243New |
$12K - $12.9K
|
243
$13.1K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 2.69% |
$114K - $123K
|
88.2K
$4.77M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.71K+ 13.57% |
$331K - $356K
|
56.2K
$3.04M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.63K+ 2.29% |
$130K - $139K
|
117K
$6.34M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.3KClosed |
$510K - $548K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-963- 1.43% |
$47.5K - $51.1K
|
66.6K
$3.6M
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.14K- 9.78% |
$155K - $167K
|
29K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.5K- 77.56% |
$715K - $769K
|
4.19K
$227K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-724- 0.96% |
$35.7K - $38.4K
|
74.8K
$4.05M
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 22.13% |
$49.4K - $53.1K
|
5.52K
$298K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 35.41% |
$185K - $198K
|
14.3K
$773K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-155- 2.49% |
$7.65K - $8.23K
|
6.07K
$328K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
745+ 10.12% |
$36.8K - $39.5K
|
8.1K
$438K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 3.27% |
$63.3K - $68.1K
|
38K
$2.06M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-829- 16.16% |
$40.9K - $44K
|
4.3K
$233K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.2K- 12.57% |
$1.79M - $1.92M
|
252K
$13.6M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 507.87% |
$166K - $178K
|
4.02K
$217K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-826- 2.44% |
$40.8K - $43.8K
|
33K
$1.79M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46K+ 1625.56% |
$72.2K - $77.7K
|
1.55K
$84K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.7K+ 44.38% |
$232K - $249K
|
15.3K
$827K
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.31% |
$395 - $425
|
2.59K
$140K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
827+ 582.39% |
$40.8K - $43.9K
|
969
$52.4K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
976+ 9.46% |
$48.2K - $51.8K
|
11.3K
$611K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.4K+ 9.68% |
$1.5M - $1.61M
|
344K
$18.6M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 0.45% |
$2.37K - $2.55K
|
10.8K
$586K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.4KNew |
$69.1K - $74.3K
|
1.4K
$75.7K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-242- 3.8% |
$11.9K - $12.8K
|
6.13K
$332K
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-562- 5.34% |
$27.7K - $29.8K
|
9.96K
$539K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.49K- 11.48% |
$321K - $345K
|
50.1K
$2.71M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-724- 2.23% |
$35.7K - $38.4K
|
31.8K
$1.72M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5K- 2.82% |
$247K - $266K
|
173K
$9.33M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-811- 3.4% |
$40K - $43K
|
23K
$1.24M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
400New |
$19.7K - $21.2K
|
400
$21.6K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.1K+ 38.52% |
$1.78M - $1.92M
|
130K
$7.02M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 7.91% |
$536K - $577K
|
148K
$8.02M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.3K+ 8.64% |
$1.25M - $1.34M
|
318K
$17.2M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.7K- 29.99% |
$626K - $674K
|
29.6K
$1.6M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.01K- 12.87% |
$49.6K - $53.3K
|
6.81K
$368K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.26K- 23.02% |
$210K - $226K
|
14.2K
$771K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-437- 1.18% |
$21.6K - $23.2K
|
36.5K
$1.97M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.19K+ 73.36% |
$256K - $275K
|
12.3K
$663K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.78K- 15.23% |
$236K - $254K
|
26.6K
$1.44M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-97- 0.99% |
$4.79K - $5.15K
|
9.73K
$526K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-155- 0.65% |
$7.65K - $8.23K
|
23.6K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-150- 0.13% |
$7.4K - $7.96K
|
114K
$6.15M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-936- 0.55% |
$46.2K - $49.7K
|
170K
$9.18M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.4K+ 20.06% |
$4.51M - $4.85M
|
547K
$29.6M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.7K- 8.84% |
$83.8K - $90.1K
|
17.5K
$946K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.35K+ 12.46% |
$165K - $178K
|
30.2K
$1.64M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.7K+ 21.96% |
$83.9K - $90.2K
|
9.44K
$511K
|