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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-40- 0.89% |
$1.84K - $2.15K
|
4.44K
$247K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.34K- 13.68% |
$246K - $287K
|
33.7K
$1.87M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.41% |
$2.3K - $2.68K
|
12.2K
$681K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.31K+ 15.57% |
$382K - $446K
|
61.6K
$3.43M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.86K- 2.82% |
$85.6K - $99.8K
|
64.2K
$3.57M
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
206+ 2.61% |
$9.48K - $11.1K
|
8.09K
$450K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
105K+ 86.18% |
$4.84M - $5.64M
|
227K
$12.6M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19.5K+ 10.56% |
$899K - $1.05M
|
204K
$11.4M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 1.22% |
$2.76K - $3.22K
|
4.97K
$276K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-762- 10.39% |
$35.1K - $40.9K
|
6.57K
$365K
|
|
Q1 2025 | |||||||
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.8K+ 31.75% |
$89K - $95.7K
|
7.48K
$416K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
32.4KNew |
$1.6M - $1.72M
|
32.4K
$1.8M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
254+ 4.21% |
$12.5K - $13.5K
|
6.29K
$350K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17KNew |
$839K - $902K
|
17K
$945K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-250- 6.25% |
$12.3K - $13.3K
|
3.75K
$209K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$223K - $240K
|
4.53K
$252K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.88KNew |
$340K - $365K
|
6.88K
$383K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92K- 79.17% |
$4.54M - $4.88M
|
24.2K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.29K+ 98.04% |
$458K - $493K
|
18.8K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
243New |
$12K - $12.9K
|
243
$13.5K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.5K- 77.56% |
$715K - $769K
|
4.19K
$233K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
717+ 17.73% |
$35.4K - $38.1K
|
4.76K
$265K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 507.87% |
$166K - $178K
|
4.02K
$223K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-829- 16.16% |
$40.9K - $44K
|
4.3K
$239K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
745+ 10.12% |
$36.8K - $39.5K
|
8.1K
$451K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
827+ 582.39% |
$40.8K - $43.9K
|
969
$53.9K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46K+ 1625.56% |
$72.2K - $77.7K
|
1.55K
$86.3K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.4KNew |
$69.1K - $74.3K
|
1.4K
$77.8K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
400New |
$19.7K - $21.2K
|
400
$22.2K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.7K- 29.99% |
$626K - $674K
|
29.6K
$1.65M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.25K+ 26.45% |
$111K - $119K
|
10.7K
$597K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-325- 3.99% |
$16K - $17.3K
|
7.81K
$434K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.5KNew |
$73.8K - $79.4K
|
1.5K
$83.1K
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-209K- 87.24% |
$10.3M - $11.1M
|
30.6K
$1.7M
|
|
Q4 2024 | |||||||
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.15% |
$801 - $838
|
10.5K
$584K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
493New |
$24.7K - $25.8K
|
493
$27.4K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.02KNew |
$301K - $315K
|
6.02K
$335K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53+ 1.24% |
$2.65K - $2.77K
|
4.34K
$241K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.76K+ 6.52% |
$88.3K - $92.3K
|
28.8K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 77.69% |
$200K - $209K
|
1.15K
$63.8K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.7KNew |
$1.24M - $1.29M
|
24.7K
$1.37M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$213K - $222K
|
4.25K
$236K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.6KNew |
$80.1K - $83.8K
|
1.6K
$89K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
154+ 0.55% |
$7.71K - $8.06K
|
28.3K
$1.57M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.92K- 51.47% |
$246K - $257K
|
4.64K
$258K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.9K+ 80.31% |
$195K - $204K
|
8.75K
$486K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
825+ 4.42% |
$41.3K - $43.2K
|
19.5K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
40.5KNew |
$2.03M - $2.12M
|
40.5K
$2.25M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.04K- 22.89% |
$152K - $159K
|
10.3K
$570K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.22KNew |
$61.1K - $63.9K
|
1.22K
$67.8K
|