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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.2K+ 36.31% |
$3.06M - $3.2M
|
230K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
40.5KNew |
$2.03M - $2.12M
|
40.5K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.7KNew |
$1.24M - $1.29M
|
24.7K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.1KNew |
$907K - $948K
|
18.1K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.02KNew |
$301K - $315K
|
6.02K
$323K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.73KNew |
$237K - $248K
|
4.73K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$213K - $222K
|
4.25K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.9K+ 80.31% |
$195K - $204K
|
8.75K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.76K+ 6.52% |
$88.3K - $92.3K
|
28.8K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.6KNew |
$80.1K - $83.8K
|
1.6K
$85.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.22KNew |
$61.1K - $63.9K
|
1.22K
$65.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
825+ 4.42% |
$41.3K - $43.2K
|
19.5K
$1.04M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
493New |
$24.7K - $25.8K
|
493
$26.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
154+ 0.55% |
$7.71K - $8.06K
|
28.3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53+ 1.24% |
$2.65K - $2.77K
|
4.34K
$233K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.3K+ 30.83% |
$2.44M - $2.64M
|
222K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15.3KNew |
$712K - $770K
|
15.3K
$818K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.46KNew |
$348K - $377K
|
7.46K
$400K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.74KNew |
$315K - $341K
|
6.74K
$362K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.63KNew |
$309K - $335K
|
6.63K
$356K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.02KNew |
$234K - $253K
|
5.02K
$269K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.69KNew |
$219K - $237K
|
4.69K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.18KNew |
$195K - $211K
|
4.18K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.12K+ 2.94% |
$99K - $107K
|
74.2K
$3.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 16.57% |
$48.1K - $52.1K
|
7.25K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$46.7K - $50.5K
|
1K
$53.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
125+ 2.3% |
$5.83K - $6.32K
|
5.56K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14New |
$653 - $707
|
14
$751
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
140KNew |
$6.39M - $6.77M
|
140K
$7.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.44KNew |
$294K - $312K
|
6.44K
$345K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.42KNew |
$294K - $311K
|
6.42K
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.77KNew |
$264K - $280K
|
5.77K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.6KNew |
$210K - $223K
|
4.6K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.38K+ 9.77% |
$109K - $115K
|
26.7K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 21.13% |
$76.3K - $80.8K
|
9.56K
$513K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.36% |
$66.5K - $70.5K
|
15.5K
$831K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
164New |
$7.5K - $7.95K
|
164
$8.79K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$4.16K - $4.41K
|
91
$4.88K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.68% |
$695K - $751K
|
83.4K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 5.71% |
$187K - $202K
|
79.6K
$4.27M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612New |
$26.6K - $28.8K
|
612
$32.8K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
131New |
$5.7K - $6.16K
|
131
$7.02K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58New |
$2.52K - $2.73K
|
58
$3.11K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.49MNew |
$58.5M - $65.6M
|
1.49M
$79.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.6KNew |
$2.9M - $3.25M
|
73.6K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.6KNew |
$968K - $1.08M
|
24.6K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$677K - $759K
|
17.2K
$921K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53KNew |
$60.1K - $67.4K
|
1.53K
$81.8K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.6KNew |
$1.16M - $1.21M
|
28.6K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25KNew |
$1.01M - $1.06M
|
25K
$1.34M
|
|