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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
750New |
$24.4K - $26.4K
|
750
$30.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-229- 2.69% |
$7.45K - $8.05K
|
8.29K
$340K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.92KNew |
$193K - $208K
|
5.92K
$243K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.74K- 3.33% |
$284K - $307K
|
253K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-57.5K- 77.03% |
$1.87M - $2.02M
|
17.2K
$703K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-908- 7.02% |
$29.5K - $31.9K
|
12K
$493K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.25K- 4.16% |
$73.2K - $79.1K
|
51.8K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.67K- 3.5% |
$86.7K - $93.7K
|
73.6K
$3.02M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5.1K- 47.49% |
$166K - $179K
|
5.64K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.06K- 2.8% |
$99.5K - $108K
|
106K
$4.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-289- 3.93% |
$9.4K - $10.2K
|
7.06K
$289K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-280- 1.83% |
$9.26K - $9.48K
|
15K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.19K+ 17.92% |
$105K - $108K
|
21K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 28.46% |
$6.25K - $6.4K
|
853
$35K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.8K- 19.23% |
$92.6K - $94.8K
|
11.8K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.98K+ 24.82% |
$65.5K - $67.1K
|
9.96K
$409K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.63K- 87.63% |
$53.9K - $55.2K
|
230
$9.43K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
181+ 6.26% |
$5.99K - $6.13K
|
3.07K
$126K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
651+ 3.25% |
$21.5K - $22K
|
20.7K
$848K
|
|
| Q2 2023 | |||||||
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.21K - $3.35K
|
100
$4.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
44.4KNew |
$1.43M - $1.48M
|
44.4K
$1.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$354 - $368
|
11
$451
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$273K - $284K
|
8.5K
$349K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.39KNew |
$205K - $214K
|
6.39K
$262K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
60.5KNew |
$1.94M - $2.02M
|
60.5K
$2.48M
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-320- 9.64% |
$9.76K - $10.3K
|
3K
$123K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7KNew |
$51.9K - $54.6K
|
1.7K
$69.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 8.07% |
$279K - $294K
|
104K
$4.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-51.6K- 23.8% |
$1.57M - $1.66M
|
165K
$6.78M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-80.3K- 91.87% |
$2.33M - $2.5M
|
7.11K
$291K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.61K- 18.55% |
$46.6K - $49.9K
|
7.05K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
91New |
$2.64K - $2.83K
|
91
$3.73K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
832New |
$24.1K - $25.9K
|
832
$34.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
455+ 0.86% |
$13.2K - $14.1K
|
53.6K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
23.1KNew |
$669K - $716K
|
23.1K
$945K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.25KNew |
$36.3K - $38.9K
|
1.25K
$51.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
4.76K+ 19.65% |
$138K - $148K
|
29K
$1.19M
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2KNew |
$57.9K - $61.5K
|
2K
$82K
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-126- 0.7% |
$3.7K - $3.79K
|
18K
$738K
|
|