Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-362- 4.66% |
$17.9K - $19.2K
|
7.4K
$400K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-325- 3.99% |
$16K - $17.3K
|
7.81K
$423K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-261- 3.61% |
$12.9K - $13.9K
|
6.97K
$377K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-250- 6.25% |
$12.3K - $13.3K
|
3.75K
$203K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-248- 2.88% |
$12.2K - $13.2K
|
8.36K
$452K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-242- 3.8% |
$11.9K - $12.8K
|
6.13K
$332K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-155- 2.49% |
$7.65K - $8.23K
|
6.07K
$328K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-155- 0.65% |
$7.65K - $8.23K
|
23.6K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-150- 0.13% |
$7.4K - $7.96K
|
114K
$6.15M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-97- 0.99% |
$4.79K - $5.15K
|
9.73K
$526K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-77- 0.11% |
$3.8K - $4.09K
|
68.3K
$3.69M
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.31% |
$395 - $425
|
2.59K
$140K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.92K- 51.47% |
$246K - $257K
|
4.64K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 77.69% |
$200K - $209K
|
1.15K
$62.1K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.04K- 22.89% |
$152K - $159K
|
10.3K
$554K
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-275- 3.64% |
$13.8K - $14.4K
|
7.28K
$394K
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.15% |
$801 - $838
|
10.5K
$568K
|
|
Q3 2024 | |||||||
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-166K- 97.03% |
$7.75M - $8.39M
|
5.08K
$275K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.52K- 5.92% |
$164K - $178K
|
56K
$3.03M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.6K- 19.12% |
$74.6K - $80.8K
|
6.77K
$366K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 8.79% |
$56K - $60.6K
|
12.5K
$673K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-160- 2.12% |
$7.47K - $8.08K
|
7.4K
$400K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 0.32% |
$2.1K - $2.27K
|
14.1K
$761K
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11.7K- 67.96% |
$536K - $568K
|
5.52K
$299K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.5K- 56.29% |
$68.6K - $72.7K
|
1.17K
$63K
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.41K- 21.76% |
$64.5K - $68.3K
|
5.07K
$274K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-218- 21.8% |
$9.97K - $10.6K
|
782
$42.3K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-30- 6.56% |
$1.37K - $1.45K
|
427
$23.1K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.73K- 55.74% |
$249K - $270K
|
4.55K
$246K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.12K- 88.34% |
$48.8K - $52.7K
|
148
$8.01K
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 12.55% |
$87.4K - $98K
|
15.5K
$836K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-145- 2.82% |
$5.71K - $6.41K
|
5K
$270K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-880- 10.31% |
$35.6K - $37.3K
|
7.66K
$414K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-55- 0.57% |
$2.23K - $2.33K
|
9.67K
$523K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.8K- 22.93% |
$68.1K - $74.6K
|
6.05K
$327K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.08K- 18.72% |
$40.9K - $44.8K
|
4.69K
$254K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.29K- 16.02% |
$190K - $204K
|
27.7K
$1.5M
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-267K- 84.26% |
$9.08M - $9.97M
|
49.8K
$2.69M
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-72.1K- 83.82% |
$2.45M - $2.69M
|
13.9K
$752K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-11.3K- 13.75% |
$384K - $422K
|
70.8K
$3.83M
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-135- 6.15% |
$4.59K - $5.1K
|
2.06K
$111K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-56.5KClosed |
$1.94M - $2.15M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.38KClosed |
$150K - $166K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-450KClosed |
$16.1M - $17.2M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-28KClosed |
$1M - $1.07M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.17KClosed |
$295K - $311K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-61.1KClosed |
$2.19M - $2.26M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.9KClosed |
$533K - $552K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.61KClosed |
$231K - $238K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-126K- 99.74% |
$3.98M - $4.29M
|
325
$17.6K
|