Purchases and Sales Made in Q2 2023 in Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This table provides information about the institutional ownership of Ft Exch Trd Fd Viii Cboe Vest (XJUN) during Q2 2023. The information is specifically focused on institutions that hold shares of FT EXCH TRD FD VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.4MNew |
$44.9M - $46.7M
|
1.4M
$54.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
401K+ 417.74% |
$12.9M - $13.4M
|
497K
$19.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
349KNew |
$11.2M - $11.7M
|
349K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
134K+ 606904.56% |
$4.29M - $4.47M
|
134K
$5.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.8K+ 156.47% |
$3.14M - $3.27M
|
160K
$6.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.2K+ 21.79% |
$3M - $3.12M
|
521K
$20.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92.2K+ 2675.22% |
$2.96M - $3.08M
|
95.7K
$3.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
84.9KNew |
$2.73M - $2.84M
|
84.9K
$3.3M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
60.5KNew |
$1.94M - $2.02M
|
60.5K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.5K+ 23.34% |
$1.91M - $1.99M
|
315K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
58.4KNew |
$1.88M - $1.95M
|
58.4K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
46.1K+ 384.28% |
$1.48M - $1.54M
|
58.1K
$2.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
44.4KNew |
$1.43M - $1.48M
|
44.4K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.6K+ 82.94% |
$757K - $788K
|
51.9K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.3K+ 2233000.0% |
$718K - $747K
|
22.3K
$867K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.3KNew |
$717K - $747K
|
22.3K
$867K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
22.1KNew |
$712K - $741K
|
22.1K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
22.1KNew |
$711K - $740K
|
22.1K
$859K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$644K - $670K
|
20K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
17.8KNew |
$571K - $595K
|
17.8K
$690K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
15.3KNew |
$491K - $511K
|
15.3K
$593K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$446K - $465K
|
13.9K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
13.8KNew |
$443K - $461K
|
13.8K
$535K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
12.7KNew |
$409K - $425K
|
12.7K
$494K
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
12.2KNew |
$393K - $409K
|
12.2K
$474K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
12.2KNew |
$391K - $407K
|
12.2K
$473K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11.8K+ 75.54% |
$380K - $395K
|
27.5K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.5KNew |
$369K - $384K
|
11.5K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 73.55% |
$353K - $367K
|
25.9K
$1.01M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9.47KNew |
$304K - $317K
|
9.47K
$368K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.89KNew |
$286K - $297K
|
8.89K
$345K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$273K - $284K
|
8.5K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.98KNew |
$256K - $267K
|
7.98K
$310K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.73KNew |
$248K - $259K
|
7.73K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.12KNew |
$229K - $238K
|
7.12K
$276K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.39KNew |
$205K - $214K
|
6.39K
$248K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.21KNew |
$200K - $208K
|
6.21K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.15KNew |
$198K - $206K
|
6.15K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.96KNew |
$192K - $199K
|
5.96K
$231K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.89KNew |
$92.9K - $96.7K
|
2.89K
$112K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.86KNew |
$59.8K - $62.2K
|
1.86K
$72.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.75K+ 16.16% |
$56.3K - $58.6K
|
12.6K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72KNew |
$55.3K - $57.5K
|
1.72K
$66.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
664New |
$21.3K - $22.2K
|
664
$25.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
660+ 3.65% |
$21.2K - $22.1K
|
18.8K
$728K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
596+ 4.97% |
$19.2K - $19.9K
|
12.6K
$489K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.21K - $3.35K
|
100
$3.88K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$354 - $368
|
11
$427
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-174- 0.45% |
$5.59K - $5.82K
|
38.1K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-676- 0.87% |
$21.7K - $22.6K
|
76.9K
$2.98M
|