Latest Institutional Transactions on Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This table provides information on the latest institutional transactions involving Ft Exch Trd Fd Viii Cboe Vest (XJUN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-155- 0.69% |
$5.86K - $6.04K
|
22.2K
$872K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.3K- 2.22% |
$87K - $89.6K
|
101K
$3.98M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55- 0.64% |
$2.08K - $2.14K
|
8.48K
$334K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.83K- 9.96% |
$183K - $188K
|
43.7K
$1.72M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12.8K- 61.49% |
$484K - $498K
|
8.01K
$315K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.43K- 9.85% |
$54.2K - $55.8K
|
13.1K
$517K
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-20.7K- 17.96% |
$783K - $807K
|
94.6K
$3.72M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
187+ 1.56% |
$7.07K - $7.28K
|
12.2K
$480K
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11KNew |
$416K - $429K
|
11K
$433K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43New |
$1.54K - $1.64K
|
43
$1.69K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.1KNew |
$544K - $576K
|
15.1K
$596K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
100+ 1.26% |
$3.59K - $3.8K
|
8.03K
$316K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.87KNew |
$67K - $71K
|
1.87K
$73.4K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.4K- 24.22% |
$411K - $435K
|
35.8K
$1.41M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.96KNew |
$70.4K - $74.6K
|
1.96K
$77.1K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.96K+ 196.86% |
$214K - $227K
|
8.98K
$353K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.35K+ 7.47% |
$48.5K - $51.4K
|
19.4K
$765K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.54K+ 28.15% |
$163K - $173K
|
20.6K
$813K
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2.44K- 4.1% |
$87.7K - $92.9K
|
57.1K
$2.25M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 0.76% |
$1.8K - $1.9K
|
6.57K
$259K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.62KNew |
$202K - $214K
|
5.62K
$221K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 4.91% |
$7.18K - $7.61K
|
3.87K
$152K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 42.31% |
$61.3K - $64.9K
|
5.74K
$226K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.8KNew |
$172K - $182K
|
4.8K
$189K
|
|
Q2 2024 | |||||||
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
48.8KNew |
$1.76M - $1.8M
|
48.8K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.26KNew |
$262K - $267K
|
7.26K
$286K
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-325- 4.56% |
$11.7K - $12K
|
6.81K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
438+ 4.31% |
$15.8K - $16.1K
|
10.6K
$417K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-16- 0.22% |
$577 - $589
|
7.33K
$289K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.5KNew |
$1.89M - $1.93M
|
52.5K
$2.07M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
135+ 3.81% |
$4.87K - $4.97K
|
3.68K
$145K
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-677- 10.7% |
$24.4K - $24.9K
|
5.65K
$222K
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161KNew |
$5.79M - $5.91M
|
161K
$6.32M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.14K- 24.98% |
$41.1K - $42K
|
3.43K
$135K
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.41KNew |
$195K - $199K
|
5.41K
$213K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.1K- 5.82% |
$633K - $657K
|
294K
$11.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.5K- 9.45% |
$402K - $417K
|
110K
$4.35M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.49K - $3.62K
|
100
$3.94K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.32KNew |
$221K - $229K
|
6.32K
$249K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-100- 0.37% |
$3.49K - $3.62K
|
27.2K
$1.07M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.71KNew |
$251K - $271K
|
7.71K
$303K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
322New |
$10.5K - $11.3K
|
322
$12.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
212New |
$6.9K - $7.46K
|
212
$8.34K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
750New |
$24.4K - $26.4K
|
750
$29.5K
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.92KNew |
$193K - $208K
|
5.92K
$233K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-229- 2.69% |
$7.45K - $8.05K
|
8.29K
$326K
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.74K- 3.33% |
$284K - $307K
|
253K
$9.97M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-57.5K- 77.03% |
$1.87M - $2.02M
|
17.2K
$675K
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-908- 7.02% |
$29.5K - $31.9K
|
12K
$473K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.25K- 4.16% |
$73.2K - $79.1K
|
51.8K
$2.04M
|