Purchases and Sales Made in Q2 2022 in First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
879K+ 3256.19% |
$30.2M - $33.4M
|
906K
$47.3M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
308KNew |
$10.6M - $11.7M
|
308K
$16.1M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
231KNew |
$7.92M - $8.78M
|
231K
$12M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
173KNew |
$5.94M - $6.59M
|
173K
$9.04M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 241.42% |
$5.92M - $6.56M
|
244K
$12.7M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
162K+ 1072.82% |
$5.55M - $6.16M
|
177K
$9.24M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 429.92% |
$5.45M - $6.04M
|
196K
$10.2M
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
124KNew |
$4.26M - $4.72M
|
124K
$6.48M
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
116K+ 1913.11% |
$3.98M - $4.41M
|
122K
$6.37M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 1347.27% |
$3.47M - $3.85M
|
109K
$5.67M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65KNew |
$2.23M - $2.47M
|
65K
$3.39M
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
64.3KNew |
$2.21M - $2.45M
|
64.3K
$3.36M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.3KNew |
$1.76M - $1.95M
|
51.3K
$2.68M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
41.4K+ 689.97% |
$1.42M - $1.57M
|
47.4K
$2.47M
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
29.9KNew |
$1.02M - $1.14M
|
29.9K
$1.56M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.7K+ 106.68% |
$1.02M - $1.13M
|
57.5K
$3M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.6K+ 39.54% |
$982K - $1.09M
|
101K
$5.27M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
28.6KNew |
$981K - $1.09M
|
28.6K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.3KNew |
$937K - $1.04M
|
27.3K
$1.43M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
24.6KNew |
$843K - $934K
|
24.6K
$1.28M
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23.2K+ 109.28% |
$796K - $882K
|
44.4K
$2.32M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 282.46% |
$765K - $848K
|
30.2K
$1.58M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
22.2KNew |
$762K - $844K
|
22.2K
$1.16M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
20.3KNew |
$695K - $770K
|
20.3K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20KNew |
$686K - $760K
|
20K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.8KNew |
$647K - $717K
|
18.8K
$983K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17.5KNew |
$602K - $667K
|
17.5K
$916K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.1KNew |
$586K - $650K
|
17.1K
$892K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.8KNew |
$576K - $638K
|
16.8K
$876K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.3KNew |
$560K - $621K
|
16.3K
$852K
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16.3KNew |
$559K - $620K
|
16.3K
$850K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.2KNew |
$520K - $576K
|
15.2K
$791K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$517K - $573K
|
15.1K
$786K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3K+ 200.65% |
$456K - $506K
|
19.9K
$1.04M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
11.9KNew |
$409K - $453K
|
11.9K
$622K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8KNew |
$406K - $450K
|
11.8K
$617K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
11.3K+ 87.67% |
$387K - $429K
|
24.1K
$1.26M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
11KNew |
$378K - $419K
|
11K
$575K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.85KNew |
$269K - $299K
|
7.85K
$410K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
7.72KNew |
$265K - $293K
|
7.72K
$403K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.54KNew |
$259K - $287K
|
7.54K
$393K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
7.05K+ 51.43% |
$242K - $268K
|
20.8K
$1.08M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.96K+ 5.56% |
$239K - $265K
|
132K
$6.89M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.58KNew |
$226K - $250K
|
6.58K
$344K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.55KNew |
$225K - $249K
|
6.55K
$342K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.15KNew |
$211K - $234K
|
6.15K
$321K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.74K+ 95.91% |
$197K - $218K
|
11.7K
$612K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.62K+ 4.02% |
$193K - $214K
|
146K
$7.59M
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.36K+ 67.07% |
$149K - $166K
|
10.9K
$566K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.11KNew |
$141K - $156K
|
4.11K
$214K
|