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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.2K- 1.22% |
$193K - $226K
|
340K
$18.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.31K- 1.92% |
$60.5K - $70.5K
|
67K
$3.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.2K- 64.58% |
$424K - $494K
|
5.05K
$281K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
368+ 4.98% |
$16.9K - $19.8K
|
7.76K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
162+ 0.49% |
$7.46K - $8.69K
|
33.2K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.36K- 10.24% |
$108K - $126K
|
20.7K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.02K+ 38.77% |
$323K - $377K
|
25.1K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.09KNew |
$234K - $273K
|
5.09K
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.71KNew |
$217K - $253K
|
4.71K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
41.7K+ 32.14% |
$1.92M - $2.24M
|
172K
$9.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.3K- 21.8% |
$1.49M - $1.73M
|
116K
$6.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-136- 3.02% |
$6.26K - $7.3K
|
4.37K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
15K+ 51.61% |
$689K - $803K
|
44K
$2.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 37.36% |
$91.2K - $106K
|
7.28K
$405K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-282K- 51.48% |
$13M - $15.1M
|
265K
$14.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.68K- 1.7% |
$77.1K - $89.9K
|
96.6K
$5.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55+ 0.18% |
$2.53K - $2.95K
|
30.3K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.5K- 48.55% |
$391K - $456K
|
9K
$500K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-847- 5.15% |
$39K - $45.5K
|
15.6K
$867K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2K- 29.39% |
$92.1K - $107K
|
4.81K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-175- 0.15% |
$8.06K - $9.39K
|
114K
$6.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.88K- 3.85% |
$132K - $154K
|
71.9K
$4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
851+ 9.01% |
$39.2K - $45.7K
|
10.3K
$572K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.54KNew |
$393K - $458K
|
8.54K
$475K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.93K- 5.86% |
$135K - $157K
|
47.1K
$2.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
519+ 7.7% |
$23.9K - $27.9K
|
7.26K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.42K+ 44.71% |
$112K - $130K
|
7.85K
$436K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8K+ 176.61% |
$499K - $581K
|
17K
$943K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
13.8K+ 8.15% |
$637K - $742K
|
184K
$10.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
939+ 3.51% |
$43.2K - $50.4K
|
27.7K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
415+ 1.76% |
$19.1K - $22.3K
|
24K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.16K- 9.44% |
$53.3K - $62.1K
|
11.1K
$617K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
93.1KNew |
$4.29M - $5M
|
93.1K
$5.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.82K- 4.23% |
$130K - $151K
|
63.7K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.36K- 32.96% |
$109K - $127K
|
4.81K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
104K+ 88.95% |
$4.8M - $5.6M
|
222K
$12.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
436+ 6.04% |
$20.1K - $23.4K
|
7.65K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.36K+ 12.4% |
$62.4K - $72.8K
|
12.3K
$683K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.46K- 34.3% |
$435K - $508K
|
18.1K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 3.87% |
$54.6K - $63.7K
|
31.8K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.01K+ 42.45% |
$277K - $323K
|
20.2K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.25K- 10.57% |
$103K - $121K
|
19K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
295+ 1.09% |
$13.6K - $15.8K
|
27.3K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
600+ 4.26% |
$27.6K - $32.2K
|
14.7K
$817K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96New |
$4.42K - $5.15K
|
96
$5.34K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-308- 2.8% |
$14.2K - $16.5K
|
10.7K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.23K- 3.72% |
$102K - $119K
|
57.7K
$3.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-353- 7.04% |
$16.3K - $18.9K
|
4.66K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 6.09% |
$90.3K - $105K
|
34.2K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 16.15% |
$9.67K - $11.3K
|
1.09K
$60.6K
|