Purchases and Sales Made in Q2 2023 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 2023. 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 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.03K+ 4.59% |
$38.8K - $42.5K
|
23.4K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
874+ 13.13% |
$33.1K - $36.2K
|
7.53K
$385K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
800New |
$30.3K - $33.2K
|
800
$40.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
726+ 4.05% |
$27.5K - $30.1K
|
18.7K
$955K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
405+ 9.27% |
$15.3K - $16.8K
|
4.78K
$244K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-37- 0.12% |
$1.4K - $1.53K
|
29.7K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-60- 0.55% |
$2.27K - $2.49K
|
10.9K
$558K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-115- 0.44% |
$4.35K - $4.77K
|
26.3K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-168- 0.56% |
$6.36K - $6.96K
|
30K
$1.53M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 3.67% |
$7.46K - $8.16K
|
5.18K
$265K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-770- 6.16% |
$29.1K - $31.9K
|
11.7K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-906- 6.09% |
$34.3K - $37.5K
|
14K
$715K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-921- 0.76% |
$34.9K - $38.2K
|
120K
$6.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-992- 13.78% |
$37.5K - $41.1K
|
6.21K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.04K- 17.23% |
$39.5K - $43.2K
|
5.01K
$256K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.08K- 18.72% |
$40.9K - $44.8K
|
4.69K
$240K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.14K- 0.97% |
$43.3K - $47.4K
|
117K
$6M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.8K- 22.93% |
$68.1K - $74.6K
|
6.05K
$309K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.1K- 7.23% |
$117K - $128K
|
39.7K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.94K- 46.71% |
$187K - $205K
|
5.64K
$288K
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5.32K- 50.53% |
$201K - $220K
|
5.21K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.54K- 32.96% |
$285K - $312K
|
15.3K
$784K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.74K- 17.48% |
$293K - $321K
|
36.5K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.97K- 52.53% |
$339K - $372K
|
8.1K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.75K- 37.63% |
$369K - $404K
|
16.2K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-11.4K- 35.44% |
$433K - $474K
|
20.8K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.4K- 55.45% |
$622K - $681K
|
13.2K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.5K- 45.45% |
$966K - $1.06M
|
30.6K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.8K- 18.21% |
$1.77M - $1.94M
|
210K
$10.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91.2K- 41.39% |
$3.45M - $3.78M
|
129K
$6.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-97.5K- 54.18% |
$3.69M - $4.04M
|
82.4K
$4.22M
|