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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.3K+ 30.83% |
$2.44M - $2.64M
|
222K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.6K- 19.12% |
$74.6K - $80.8K
|
6.77K
$366K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.63KNew |
$309K - $335K
|
6.63K
$359K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-30- 6.56% |
$1.37K - $1.45K
|
427
$23.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.5K- 56.29% |
$68.6K - $72.7K
|
1.17K
$63K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.6KNew |
$210K - $223K
|
4.6K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.41K- 21.76% |
$64.5K - $68.3K
|
5.07K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
164New |
$7.5K - $7.95K
|
164
$8.87K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.77KNew |
$264K - $280K
|
5.77K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.42KNew |
$294K - $311K
|
6.42K
$347K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 21.13% |
$76.3K - $80.8K
|
9.56K
$517K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-218- 21.8% |
$9.97K - $10.6K
|
782
$42.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.36% |
$66.5K - $70.5K
|
15.5K
$839K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.44KNew |
$294K - $312K
|
6.44K
$348K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$4.16K - $4.41K
|
91
$4.92K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
140KNew |
$6.39M - $6.77M
|
140K
$7.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11.7K- 67.96% |
$536K - $568K
|
5.52K
$299K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.73K- 55.74% |
$249K - $270K
|
4.55K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 5.71% |
$187K - $202K
|
79.6K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.68% |
$695K - $751K
|
83.4K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612New |
$26.6K - $28.8K
|
612
$33.1K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58New |
$2.52K - $2.73K
|
58
$3.14K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.12K- 88.34% |
$48.8K - $52.7K
|
148
$8.01K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
131New |
$5.7K - $6.16K
|
131
$7.09K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.6KNew |
$968K - $1.08M
|
24.6K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.6KNew |
$2.9M - $3.25M
|
73.6K
$3.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-145- 2.82% |
$5.71K - $6.41K
|
5K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53KNew |
$60.1K - $67.4K
|
1.53K
$82.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.49MNew |
$58.5M - $65.6M
|
1.49M
$80.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$677K - $759K
|
17.2K
$929K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 12.55% |
$87.4K - $98K
|
15.5K
$836K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-55- 0.57% |
$2.23K - $2.33K
|
9.67K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
700New |
$28.3K - $29.7K
|
700
$37.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
500New |
$20.2K - $21.2K
|
500
$27K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.6KNew |
$1.16M - $1.21M
|
28.6K
$1.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.75KNew |
$273K - $286K
|
6.75K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-880- 10.31% |
$35.6K - $37.3K
|
7.66K
$414K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
800New |
$32.4K - $33.9K
|
800
$43.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.3KNew |
$214K - $224K
|
5.3K
$286K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25KNew |
$1.01M - $1.06M
|
25K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
64+ 0.91% |
$2.59K - $2.71K
|
7.12K
$385K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 17.92% |
$79.3K - $86.8K
|
13.8K
$746K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.08K- 18.72% |
$40.9K - $44.8K
|
4.69K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.2KNew |
$461K - $505K
|
12.2K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11KNew |
$42K - $46K
|
1.11K
$60K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.73KNew |
$255K - $279K
|
6.73K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.8K+ 87.84% |
$409K - $448K
|
23.1K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
800New |
$30.3K - $33.2K
|
800
$43.3K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.8K- 22.93% |
$68.1K - $74.6K
|
6.05K
$327K
|
|
| Q1 2023 | |||||||
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.81K+ 85.35% |
$173K - $185K
|
10.5K
$565K
|
|