Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.62K+ 12.74% |
$120K - $127K
|
23.1K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.6KNew |
$119K - $126K
|
2.6K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.4KNew |
$110K - $117K
|
2.4K
$123K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.38K+ 9.77% |
$109K - $115K
|
26.7K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.88K+ 20.04% |
$85.7K - $90.9K
|
11.2K
$575K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 21.13% |
$76.3K - $80.8K
|
9.56K
$490K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.61K+ 4.2% |
$73.6K - $78K
|
40K
$2.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.47K+ 11.58% |
$67K - $71K
|
14.1K
$723K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.36% |
$66.5K - $70.5K
|
15.5K
$794K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.45K+ 11.92% |
$66.5K - $70.5K
|
13.7K
$699K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 45.48% |
$66.3K - $70.3K
|
4.64K
$237K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.14K+ 21.86% |
$52K - $55.2K
|
6.35K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 20.79% |
$46.4K - $49.1K
|
5.89K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
918New |
$42K - $44.5K
|
918
$47K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
905+ 3.48% |
$41.4K - $43.9K
|
26.9K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
798+ 2.14% |
$36.5K - $38.7K
|
38K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
784+ 14.04% |
$35.8K - $38K
|
6.37K
$326K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
670New |
$30.6K - $32.5K
|
670
$34.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
403+ 13.9% |
$18.4K - $19.5K
|
3.3K
$169K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
201+ 3.46% |
$9.19K - $9.74K
|
6K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
197+ 4.35% |
$9.01K - $9.55K
|
4.73K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
164New |
$7.5K - $7.95K
|
164
$8.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$4.16K - $4.41K
|
91
$4.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
47+ 0.64% |
$2.15K - $2.28K
|
7.41K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29New |
$1.33K - $1.41K
|
29
$1.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 1.24% |
$1.01K - $1.07K
|
1.8K
$92.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-30- 6.56% |
$1.37K - $1.45K
|
427
$21.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-64- 0.64% |
$2.93K - $3.1K
|
9.96K
$510K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-83- 0.03% |
$3.79K - $4.02K
|
243K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-207- 70.89% |
$9.46K - $10K
|
85
$4.35K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-207- 70.89% |
$9.46K - $10K
|
85
$4.35K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-218- 21.8% |
$9.97K - $10.6K
|
782
$40K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-708- 1.8% |
$32.4K - $34.3K
|
38.7K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-740- 10.29% |
$33.8K - $35.9K
|
6.45K
$330K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-782- 1.67% |
$35.8K - $37.9K
|
45.9K
$2.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-836- 7.81% |
$38.2K - $40.5K
|
9.86K
$505K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-870- 7.44% |
$39.8K - $42.2K
|
10.8K
$554K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.25K- 5.51% |
$57.2K - $60.6K
|
21.4K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.41K- 21.76% |
$64.5K - $68.3K
|
5.07K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.5K- 56.29% |
$68.6K - $72.7K
|
1.17K
$59.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.95K- 20.99% |
$88.9K - $94.3K
|
7.32K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.65K- 2.15% |
$121K - $128K
|
121K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.84K- 22.9% |
$130K - $137K
|
9.55K
$489K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.97K- 11.08% |
$136K - $144K
|
23.8K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.39K- 4.53% |
$155K - $164K
|
71.4K
$3.66M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.12K- 11.55% |
$189K - $200K
|
31.6K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 13.05% |
$214K - $227K
|
31.2K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.49K- 88.69% |
$251K - $266K
|
700
$35.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.67K- 6.84% |
$305K - $323K
|
90.8K
$4.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.31K- 5.09% |
$334K - $354K
|
136K
$6.97M
|