Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
239K+ 50.93% |
$9.68M - $10.1M
|
709K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
190K+ 180.28% |
$7.69M - $8.06M
|
295K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 1394.15% |
$7.66M - $8.03M
|
203K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
179K+ 107.46% |
$7.25M - $7.59M
|
346K
$18M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
76.2K+ 37.08% |
$3.09M - $3.23M
|
282K
$14.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
75.3K+ 635.13% |
$3.05M - $3.19M
|
87.1K
$4.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.9K+ 51.77% |
$2.71M - $2.84M
|
196K
$10.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59.6K+ 78.98% |
$2.41M - $2.52M
|
135K
$7.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.5K+ 150.15% |
$2.41M - $2.52M
|
99.1K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.2K+ 159.11% |
$1.91M - $2M
|
76.9K
$4.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.4K+ 178.75% |
$1.35M - $1.41M
|
52K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.1K+ 408.66% |
$1.34M - $1.4M
|
41.2K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.6KNew |
$1.16M - $1.21M
|
28.6K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
27.1KNew |
$1.1M - $1.15M
|
27.1K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.1K+ 4.21% |
$1.1M - $1.15M
|
671K
$35M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25KNew |
$1.01M - $1.06M
|
25K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25K+ 90.38% |
$1.01M - $1.06M
|
52.8K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$831K - $870K
|
20.5K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.3K+ 55.19% |
$782K - $819K
|
54.3K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 18.91% |
$754K - $790K
|
117K
$6.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.9K+ 9.38% |
$642K - $672K
|
185K
$9.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3KNew |
$579K - $606K
|
14.3K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 74.48% |
$487K - $510K
|
28.2K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11K+ 36.58% |
$444K - $465K
|
41K
$2.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 112.51% |
$418K - $438K
|
19.5K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.03K+ 24.4% |
$325K - $341K
|
41K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.71K+ 9.56% |
$312K - $327K
|
88.4K
$4.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.75KNew |
$273K - $286K
|
6.75K
$352K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.97K+ 51.0% |
$242K - $253K
|
17.7K
$922K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.3KNew |
$214K - $224K
|
5.3K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 315.32% |
$147K - $154K
|
4.77K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.56KNew |
$144K - $151K
|
3.56K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.56K+ 15.2% |
$144K - $151K
|
26.9K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 2.26% |
$125K - $131K
|
140K
$7.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82K+ 45.4% |
$114K - $119K
|
9.02K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.57K+ 21.92% |
$104K - $109K
|
14.3K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.55K+ 19.31% |
$103K - $108K
|
15.8K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
2.17K+ 1.5% |
$87.9K - $92K
|
147K
$7.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.06K+ 4.78% |
$83.3K - $87.3K
|
45.1K
$2.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.03K+ 15.97% |
$82.3K - $86.2K
|
14.8K
$770K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.97KNew |
$79.8K - $83.6K
|
1.97K
$103K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.78K+ 0.74% |
$72K - $75.4K
|
242K
$12.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.52KNew |
$61.6K - $64.5K
|
1.52K
$79.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.27KNew |
$51.4K - $53.8K
|
1.27K
$66.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 7.14% |
$46.5K - $48.7K
|
17.2K
$900K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 0.81% |
$45.2K - $47.3K
|
138K
$7.2M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
924+ 12.27% |
$37.4K - $39.2K
|
8.46K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
908+ 7.53% |
$36.8K - $38.5K
|
13K
$677K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
884+ 18.51% |
$35.8K - $37.5K
|
5.66K
$295K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
800New |
$32.4K - $33.9K
|
800
$41.7K
|