Latest Institutional Purchases of Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This list provides information on the latest institutional transactions involving Ft Exch Trd Fd Viii Cboe Vest (XJUN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
244KNew |
$8.79M - $8.98M
|
244K
$9.09M
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161KNew |
$5.79M - $5.91M
|
161K
$5.98M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.5KNew |
$1.89M - $1.93M
|
52.5K
$1.96M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.5KNew |
$1.86M - $1.9M
|
51.5K
$1.92M
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28.9KNew |
$1.04M - $1.06M
|
28.9K
$1.08M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
19.1K+ 233.55% |
$688K - $703K
|
27.3K
$1.02M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19KNew |
$687K - $702K
|
19K
$710K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.9KNew |
$608K - $621K
|
16.9K
$628K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 128.59% |
$523K - $534K
|
25.8K
$960K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
13.8KNew |
$498K - $509K
|
13.8K
$515K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 62.27% |
$477K - $487K
|
34.5K
$1.28M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.43KNew |
$340K - $347K
|
9.43K
$351K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.26KNew |
$262K - $267K
|
7.26K
$271K
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.41KNew |
$195K - $199K
|
5.41K
$202K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 13.63% |
$129K - $132K
|
29.8K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.36K+ 9.35% |
$121K - $124K
|
39.3K
$1.46M
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.03KNew |
$109K - $111K
|
3.03K
$113K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.04K+ 4.67% |
$73.5K - $75.1K
|
45.7K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.79K+ 30.31% |
$64.3K - $65.7K
|
7.68K
$286K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
659+ 9.06% |
$23.8K - $24.3K
|
7.93K
$296K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
533+ 6.19% |
$19.2K - $19.6K
|
9.14K
$341K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
438+ 4.31% |
$15.8K - $16.1K
|
10.6K
$395K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
135+ 3.81% |
$4.87K - $4.97K
|
3.68K
$137K
|
|
Q1 2024 | |||||||
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
51.8KNew |
$1.81M - $1.88M
|
51.8K
$1.93M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.32KNew |
$221K - $229K
|
6.32K
$236K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
794+ 3.61% |
$27.7K - $28.8K
|
22.8K
$849K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.49K - $3.62K
|
100
$3.73K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$326K - $353K
|
10K
$374K
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.71KNew |
$251K - $271K
|
7.71K
$287K
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.92KNew |
$193K - $208K
|
5.92K
$221K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.4KNew |
$45.4K - $49.1K
|
1.4K
$52.1K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
750New |
$24.4K - $26.4K
|
750
$27.9K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
415+ 11.35% |
$13.5K - $14.6K
|
4.07K
$152K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
322New |
$10.5K - $11.3K
|
322
$12K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
212New |
$6.9K - $7.46K
|
212
$7.9K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
6.01K+ 49.32% |
$199K - $203K
|
18.2K
$677K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.19K+ 17.92% |
$105K - $108K
|
21K
$781K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.31K+ 134.42% |
$76.5K - $78.3K
|
4.03K
$150K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.98K+ 24.82% |
$65.5K - $67.1K
|
9.96K
$371K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
651+ 3.25% |
$21.5K - $22K
|
20.7K
$770K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 28.46% |
$6.25K - $6.4K
|
853
$31.8K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
181+ 6.26% |
$5.99K - $6.13K
|
3.07K
$114K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
60.5KNew |
$1.94M - $2.02M
|
60.5K
$2.25M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
44.4KNew |
$1.43M - $1.48M
|
44.4K
$1.65M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.3KNew |
$717K - $747K
|
22.3K
$832K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$273K - $284K
|
8.5K
$317K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.39KNew |
$205K - $214K
|
6.39K
$238K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.21K - $3.35K
|
100
$3.73K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$354 - $368
|
11
$410
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7KNew |
$51.9K - $54.6K
|
1.7K
$63.3K
|