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
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.43K- 44.84% |
$339K - $360K
|
9.13K
$468K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.19K- 13.07% |
$375K - $397K
|
54.5K
$2.79M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.71K- 49.07% |
$398K - $422K
|
9.04K
$463K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9K- 54.36% |
$412K - $436K
|
7.56K
$387K
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11.7K- 67.96% |
$536K - $568K
|
5.52K
$283K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-14.4KClosed |
$657K - $697K
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-27.1K- 22.95% |
$1.24M - $1.32M
|
91.2K
$4.67M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27.1K- 22.94% |
$1.24M - $1.32M
|
91.2K
$4.67M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.7K- 35.98% |
$1.27M - $1.34M
|
49.2K
$2.52M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.2K- 17.78% |
$1.7M - $1.8M
|
172K
$8.81M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-37.6K- 32.11% |
$1.72M - $1.82M
|
79.6K
$4.08M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-46.9K- 19.67% |
$2.15M - $2.27M
|
192K
$9.81M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-50.3K- 21.89% |
$2.3M - $2.44M
|
180K
$9.19M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68.8K- 43.58% |
$3.15M - $3.34M
|
89.1K
$4.56M
|