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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.76K+ 6.52% |
$88.3K - $92.3K
|
28.8K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 77.69% |
$200K - $209K
|
1.15K
$64.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.7KNew |
$1.24M - $1.29M
|
24.7K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$213K - $222K
|
4.25K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.6KNew |
$80.1K - $83.8K
|
1.6K
$89.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
154+ 0.55% |
$7.71K - $8.06K
|
28.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.92K- 51.47% |
$246K - $257K
|
4.64K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.9K+ 80.31% |
$195K - $204K
|
8.75K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
40.5KNew |
$2.03M - $2.12M
|
40.5K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.04K- 22.89% |
$152K - $159K
|
10.3K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.22KNew |
$61.1K - $63.9K
|
1.22K
$68.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-275- 3.64% |
$13.8K - $14.4K
|
7.28K
$408K
|
|
| Q3 2024 | |||||||
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
825+ 20.73% |
$38.5K - $41.7K
|
4.81K
$269K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 8.79% |
$56K - $60.6K
|
12.5K
$698K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-166K- 97.03% |
$7.75M - $8.39M
|
5.08K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
125+ 2.3% |
$5.83K - $6.32K
|
5.56K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15.3KNew |
$712K - $770K
|
15.3K
$855K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.52K- 5.92% |
$164K - $178K
|
56K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$46.7K - $50.5K
|
1K
$56.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.18KNew |
$195K - $211K
|
4.18K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.46KNew |
$348K - $377K
|
7.46K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.12K+ 2.94% |
$99K - $107K
|
74.2K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.3K+ 30.83% |
$2.44M - $2.64M
|
222K
$12.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.6K- 19.12% |
$74.6K - $80.8K
|
6.77K
$379K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.5K- 56.29% |
$68.6K - $72.7K
|
1.17K
$65.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.6KNew |
$210K - $223K
|
4.6K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.41K- 21.76% |
$64.5K - $68.3K
|
5.07K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
164New |
$7.5K - $7.95K
|
164
$9.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.77KNew |
$264K - $280K
|
5.77K
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-218- 21.8% |
$9.97K - $10.6K
|
782
$43.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.36% |
$66.5K - $70.5K
|
15.5K
$869K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.44KNew |
$294K - $312K
|
6.44K
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$4.16K - $4.41K
|
91
$5.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
140KNew |
$6.39M - $6.77M
|
140K
$7.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11.7K- 67.96% |
$536K - $568K
|
5.52K
$310K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 5.71% |
$187K - $202K
|
79.6K
$4.46M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.73K- 55.74% |
$249K - $270K
|
4.55K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.68% |
$695K - $751K
|
83.4K
$4.67M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612New |
$26.6K - $28.8K
|
612
$34.3K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58New |
$2.52K - $2.73K
|
58
$3.25K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.12K- 88.34% |
$48.8K - $52.7K
|
148
$8.3K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
131New |
$5.7K - $6.16K
|
131
$7.34K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.6KNew |
$968K - $1.08M
|
24.6K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.6KNew |
$2.9M - $3.25M
|
73.6K
$4.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53KNew |
$60.1K - $67.4K
|
1.53K
$85.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.49MNew |
$58.5M - $65.6M
|
1.49M
$83.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$677K - $759K
|
17.2K
$963K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 12.55% |
$87.4K - $98K
|
15.5K
$866K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-55- 0.57% |
$2.23K - $2.33K
|
9.67K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
700New |
$28.3K - $29.7K
|
700
$39.2K
|
|