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 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.4KNew |
$110K - $117K
|
2.4K
$121K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.38K+ 9.77% |
$109K - $115K
|
26.7K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.88K+ 20.04% |
$85.7K - $90.9K
|
11.2K
$565K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 21.13% |
$76.3K - $80.8K
|
9.56K
$482K
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.61K+ 4.2% |
$73.6K - $78K
|
40K
$2.01M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.47K+ 11.58% |
$67K - $71K
|
14.1K
$711K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.36% |
$66.5K - $70.5K
|
15.5K
$781K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.45K+ 11.92% |
$66.5K - $70.5K
|
13.7K
$687K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 45.48% |
$66.3K - $70.3K
|
4.64K
$234K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 20.79% |
$46.4K - $49.1K
|
5.89K
$297K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
918New |
$42K - $44.5K
|
918
$46.2K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
905+ 3.48% |
$41.4K - $43.9K
|
26.9K
$1.36M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
798+ 2.14% |
$36.5K - $38.7K
|
38K
$1.91M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
784+ 14.04% |
$35.8K - $38K
|
6.37K
$321K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
670New |
$30.6K - $32.5K
|
670
$33.7K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
403+ 13.9% |
$18.4K - $19.5K
|
3.3K
$166K
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
201+ 3.46% |
$9.19K - $9.74K
|
6K
$302K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
197+ 4.35% |
$9.01K - $9.55K
|
4.73K
$238K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
164New |
$7.5K - $7.95K
|
164
$8.26K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$4.16K - $4.41K
|
91
$4.58K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
47+ 0.64% |
$2.15K - $2.28K
|
7.41K
$373K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29New |
$1.33K - $1.41K
|
29
$1.46K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 1.24% |
$1.01K - $1.07K
|
1.8K
$90.5K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.5K+ 481.46% |
$1.98M - $2.14M
|
55K
$2.77M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.8KNew |
$1.3M - $1.4M
|
29.8K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$720K - $778K
|
16.5K
$833K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.68% |
$695K - $751K
|
83.4K
$4.2M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$483K - $522K
|
11.1K
$559K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.86KNew |
$342K - $370K
|
7.86K
$396K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 5.71% |
$187K - $202K
|
79.6K
$4.01M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.29KNew |
$187K - $202K
|
4.29K
$216K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4KNew |
$174K - $188K
|
4K
$201K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612New |
$26.6K - $28.8K
|
612
$30.8K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
131New |
$5.7K - $6.16K
|
131
$6.6K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58New |
$2.52K - $2.73K
|
58
$2.92K
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.49MNew |
$58.5M - $65.6M
|
1.49M
$74.8M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.6KNew |
$2.9M - $3.25M
|
73.6K
$3.71M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
69.2K+ 337.45% |
$2.73M - $3.06M
|
89.8K
$4.52M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.6KNew |
$968K - $1.08M
|
24.6K
$1.24M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$677K - $759K
|
17.2K
$865K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.17KNew |
$322K - $361K
|
8.17K
$411K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53KNew |
$60.1K - $67.4K
|
1.53K
$76.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
791New |
$31.2K - $35K
|
791
$39.8K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
455New |
$17.9K - $20.1K
|
455
$22.9K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.6KNew |
$1.16M - $1.21M
|
28.6K
$1.44M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25KNew |
$1.01M - $1.06M
|
25K
$1.26M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.75KNew |
$273K - $286K
|
6.75K
$340K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.3KNew |
$214K - $224K
|
5.3K
$267K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
800New |
$32.4K - $33.9K
|
800
$40.3K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
700New |
$28.3K - $29.7K
|
700
$35.3K
|