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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
123KNew |
$5.66M - $6.6M
|
123K
$6.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
105K+ 86.18% |
$4.84M - $5.64M
|
227K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
104K+ 88.95% |
$4.8M - $5.6M
|
222K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
93.1KNew |
$4.29M - $5M
|
93.1K
$5.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
41.7K+ 32.14% |
$1.92M - $2.24M
|
172K
$9.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 23.58% |
$1.83M - $2.13M
|
208K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
38.7K+ 700.76% |
$1.78M - $2.08M
|
44.2K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
26.3KNew |
$1.21M - $1.41M
|
26.3K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19.5K+ 10.56% |
$899K - $1.05M
|
204K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
15K+ 51.61% |
$689K - $803K
|
44K
$2.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
13.8K+ 8.15% |
$637K - $742K
|
184K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 7.18% |
$570K - $665K
|
185K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$500K - $583K
|
10.9K
$598K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8K+ 176.61% |
$499K - $581K
|
17K
$933K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 32.56% |
$477K - $556K
|
42.2K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.37K+ 126.49% |
$431K - $503K
|
16.8K
$922K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.54KNew |
$393K - $458K
|
8.54K
$470K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.31K+ 15.57% |
$382K - $446K
|
61.6K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 20.13% |
$352K - $411K
|
45.6K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.5KNew |
$345K - $403K
|
7.5K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.02K+ 38.77% |
$323K - $377K
|
25.1K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.6K+ 12.5% |
$304K - $354K
|
59.4K
$3.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.01K+ 42.45% |
$277K - $323K
|
20.2K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.09KNew |
$234K - $273K
|
5.09K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.71KNew |
$217K - $253K
|
4.71K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.43K+ 7.88% |
$204K - $238K
|
60.6K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.96K+ 60.72% |
$182K - $212K
|
10.5K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.4KNew |
$157K - $183K
|
3.4K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.98K+ 2.74% |
$137K - $160K
|
112K
$6.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$131K - $152K
|
2.84K
$156K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.42K+ 44.71% |
$112K - $130K
|
7.85K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 16.3% |
$107K - $125K
|
16.6K
$915K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 37.36% |
$91.2K - $106K
|
7.28K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 6.09% |
$90.3K - $105K
|
34.2K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.87K+ 18.73% |
$85.9K - $100K
|
11.8K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.69K+ 21.01% |
$77.9K - $90.9K
|
9.75K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.36K+ 12.4% |
$62.4K - $72.8K
|
12.3K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.34K+ 8.79% |
$61.9K - $72.1K
|
16.6K
$915K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 4.95% |
$60.5K - $70.6K
|
27.9K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 3.87% |
$54.6K - $63.7K
|
31.8K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
939+ 3.51% |
$43.2K - $50.4K
|
27.7K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
851+ 9.01% |
$39.2K - $45.7K
|
10.3K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
792+ 7.02% |
$36.5K - $42.5K
|
12.1K
$664K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
600+ 4.26% |
$27.6K - $32.2K
|
14.7K
$808K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
519+ 7.7% |
$23.9K - $27.9K
|
7.26K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
436+ 6.04% |
$20.1K - $23.4K
|
7.65K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
415+ 1.76% |
$19.1K - $22.3K
|
24K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
368+ 4.98% |
$16.9K - $19.8K
|
7.76K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
295+ 1.09% |
$13.6K - $15.8K
|
27.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
210+ 3.17% |
$9.67K - $11.3K
|
6.84K
$376K
|