Latest Institutional Purchases of First Tr Ex Trd Viii Cboe Vest (FJUN)
This list provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (FJUN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.4K+ 20.06% |
$4.51M - $4.85M
|
547K
$28.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
55.1K+ 82.6% |
$2.72M - $2.93M
|
122K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
36.3K+ 44.85% |
$1.79M - $1.93M
|
117K
$6.12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.1K+ 38.52% |
$1.78M - $1.92M
|
130K
$6.78M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
32.4KNew |
$1.6M - $1.72M
|
32.4K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.4K+ 9.68% |
$1.5M - $1.61M
|
344K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27KNew |
$1.33M - $1.43M
|
27K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.3K+ 8.64% |
$1.25M - $1.34M
|
318K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17KNew |
$839K - $902K
|
17K
$887K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$607K - $653K
|
12.3K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 7.91% |
$536K - $577K
|
148K
$7.74M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.29K+ 98.04% |
$458K - $493K
|
18.8K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.88KNew |
$340K - $365K
|
6.88K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.71K+ 13.57% |
$331K - $356K
|
56.2K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.92K+ 22.53% |
$292K - $314K
|
32.2K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.89K+ 42.05% |
$290K - $312K
|
19.9K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.3KNew |
$262K - $281K
|
5.3K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.19K+ 73.36% |
$256K - $275K
|
12.3K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.9K+ 98020.0% |
$242K - $260K
|
4.91K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.7K+ 44.38% |
$232K - $249K
|
15.3K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$223K - $240K
|
4.53K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.5KNew |
$222K - $239K
|
4.5K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.8K+ 21.75% |
$187K - $201K
|
21.2K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 35.41% |
$185K - $198K
|
14.3K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 507.87% |
$166K - $178K
|
4.02K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.35K+ 12.46% |
$165K - $178K
|
30.2K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 25.49% |
$165K - $177K
|
16.4K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.82K+ 3611.54% |
$139K - $150K
|
2.9K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.63K+ 2.29% |
$130K - $139K
|
117K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 2.69% |
$114K - $123K
|
88.2K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.25K+ 26.45% |
$111K - $119K
|
10.7K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.7K+ 21.96% |
$83.9K - $90.2K
|
9.44K
$493K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.5KNew |
$73.8K - $79.4K
|
1.5K
$78K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46K+ 1625.56% |
$72.2K - $77.7K
|
1.55K
$81.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.4KNew |
$69.1K - $74.3K
|
1.4K
$73.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.15K+ 19.11% |
$56.8K - $61.1K
|
7.17K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09K+ 4.12% |
$53.9K - $57.9K
|
27.6K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 22.13% |
$49.4K - $53.1K
|
5.52K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
976+ 9.46% |
$48.2K - $51.8K
|
11.3K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
899+ 14.23% |
$44.4K - $47.7K
|
7.22K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
827+ 582.39% |
$40.8K - $43.9K
|
969
$50.6K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
745+ 10.12% |
$36.8K - $39.5K
|
8.1K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
717+ 17.73% |
$35.4K - $38.1K
|
4.76K
$249K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
400New |
$19.7K - $21.2K
|
400
$20.9K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
371+ 1.9% |
$18.3K - $19.7K
|
19.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
254+ 4.21% |
$12.5K - $13.5K
|
6.29K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
243New |
$12K - $12.9K
|
243
$12.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 0.45% |
$2.37K - $2.55K
|
10.8K
$565K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
40.5KNew |
$2.03M - $2.12M
|
40.5K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.7KNew |
$1.24M - $1.29M
|
24.7K
$1.29M
|
|